Lo Proto Alan Jay appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Lo Proto Alan Jay appears on 5 filing roles across Form ADV (5).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TRILLIUM ASSET MANAGEMENT | DIRECTOR | BOSTON, MA |
| — | Form ADV | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | MEMBER BOARD OF MANAGERS | DALLAS, TX |
| — | Form ADV | THOMPSON SIEGEL & WALMSLEY LLC | MEMBER BOARD OF MANAGERS | RICHMOND, VA |
| — | Form ADV | JOHCM (USA) INC | DIRECTOR | BOSTON, MA |
| — | Form ADV | PERPETUAL US SERVICES, LLC | OFFICER, DIRECTOR PERPETUAL US HOLDING COMPANY | CHICAGO, IL |