| July 15, 2010 |
Samoset Asset Management Company Changes Name to Samoset Wealth Management Company |
| July 7, 2010 |
John A. Straus Named Managing Director of Samoset Capital Group and Chief Executive Officer of Samoset Wealth Management |
| December 21, 2009 |
Samoset Releases Version 2.0 of Samoset Wealth & Asset Allocation Tool (SWAAT) |
| January 15, 2009 |
Samoset Wealth & Asset Allocation Tool (SWAAT) Marks First Year Anniversary |
| November 5, 2008 |
Daniel M. FitzPatrick Named Managing Director of Samoset Capital Group and Chief Executive Officer of Samoset Financial Services |
| October 14, 2008 |
Rajan Govindan Appointed Managing Director of Samoset Capital Group and Chief Executive Officer of Samoset Institutional Advisors |
| October 3, 2008 |
Samoset Announces Initial List of Recommended Managers |
| July 23, 2008 |
Samoset Capital Group Acquires Baldwin & Clarke Advisory Services |
| July 7, 2008 |
Michael R. DeNorscia Named Executive Director, Head of Operations |
| June 1, 2008 |
Peter F. Karpen Named Managing Director and Head of Hedge Fund Strategies |
| February 18, 2008 |
Thomas G. Hoffman Appointed Managing Director and Chief Investment Officer |