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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-15 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-14 |
Branch Locations
150 W. Main Street Suite 1500, Norfolk, VA 23510 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palladium Partners, Llc | Norfolk | VA | 02/2008 | 06/2022 |
| Cerity Partners Llc | New York | NY | 06/2022 | Present |
1) GENERAL DOUGLAS MACARTHUR FOUNDATION; N; 198 BANK STREET, NORFOLK, VA 23510; MANAGEMENT OF MACARTHUR MEMORIAL; TREASURER; 3/1987; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; OVERSIGHT OF EXPENSE ACCCOUNT 2) O'NEILL & ROCKEFELLER TRUSTS; 45 ROCKEFELLER PLACE, 5TH FLOOR, NEW YORK, NY 10112; Y; TRUST MANAGEMENT; TRUSTEE; 1/1994; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; OVERSIGHT TO INVESTMENT MANAGEMENT OF TRUSTS 3) EDWIN S. WEBSTER FOUNDATION C/O GRANTS MANAGEMENT; N; 2 LIBERTY SQUARE, SUITE 500, BOSTON, MA 02109; CHARITY; TRUSTEE; 1/1989; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS; FOUNDATION MANAGEMENT 4) CITY OF NORFOLK, VA; N; 810 UNION STREET, NORFOLK, VA 23510; MUNICIPALITY; BOARD MEMBER - FINANCE COMMITTEE; 1/2017; 2 HOURS PER QUARTER DURING SECURITIES TRADING HOURS; INVESTMENT PORTFOLIO REVIEW 5) UNITED WAY OF SOUTH HAMPTON ROAD; N; 2515 WALMER AVENUE, NORFOLK, VA 23513; COMMUNITY FOUNDATION; BOARD MEMBER - INVESTMENT COMMITTEE; 1/2017; 1 HOUR PER QUARTER DURING SECURITIES TRADING HOURS; REVIEW MANAGEMENT OF ENDOWMENT 6) VIRGINIA STAGE COMPANY; N; 108 TAZEWELL STREET, NORFOLK, VA 23510; LOCAL THEATRE; VICE CHAIR; 6/2016; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; OVERSIGHT OF FOUNDATION PORTFOLIO 7) SENTARA HEALTHCARE; 6015 POPLAR HALL DRIVE, NORFOLK, VA 23502; N; HEALTHCARE PROVIDER; CHAIR OF GOVERNANCE AND MEDICAL AFFAIRS COMMITTEE; 9/2010; 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS 8) CANCER CARE FOUNDATION 4 TIDEWATER; N; 6251 EAST VIRGINIA BEACH BLVD., NORFOLK, VA 23502; CANCER PATIENT CARE; BOARD OF TRUSTEES; 12/2001; 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS 9) HERMITAGE FOUNDATION; 7637 NORTH SHORE ROAD, NORFOLK, VA 23505; N; CONSERVATION; CHAIR; 1/2014; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; OVERSIGHT OF PORTFOLIO AND DISBURSEMENT OF FUNDS TO HERMITAGE MUSEUM 10) ATLANTIC YACHT BASIN; N; 2615 BASIN RD., CHESAPEAKE, VA 23322; YACHT REPAIR BUSINESS; DIRECTOR; 12/1985; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; PROVIDE GUIDANCE TO MANAGEMENT
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