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aul Morris Cc: Stewart Oldfield Paul Bartilucc Ryan Barclay < Classification: For internal use only
{cid:[email protected]} From: Paul Morris Sent: Monday, June 08, 2015 1:24 PM EFTA01404870 To: Paul Bartilucci; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For internal use only Thanks Paul, Southern Trust but doesn't n
Sequana Beale ; Stephan Wessels tewart Oldfield Ryan Barclay Sean Magee Rodrigue Tan e S Ivia Jury
-M Quattrocchi Nora Heaton Paul E Betts ; Roberto Mendoza ; Rosemary Vrablic ; Salvatore Moor Sequana Beale ; Stephan Wessels tewart Oldfield Ryan Barclay Sean Magee Rodrigue Tan e S Ivia Jury hardt • Suzy Cozzi ; Tern Sohrab ; Thomas-B Mayer ; Timothy Donahoe ; Vincent Commisso >; Janet Sible
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: manag
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. We will compile. What is the name o
o: Paul Bartilucci I I; Michael 1 Driscoll I ; Ryan Barclay CC: Subject: Stewart Oldfield I RE: m
From: Paul Morris Sent: 6/8/2015 1:24:02 PM To: Paul Bartilucci I I; Michael 1 Driscoll I ; Ryan Barclay CC: Subject: Stewart Oldfield I RE: managed portfolio follow-up II) Classification: For Internal use only Thanks Paul, Southern Trust but doesn
arry V Adam; Paul Bartilucci; Michael 3 Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed po
t Oldfield Sent: Friday, May 22, 2015 4:26 PM To: Karl Schreiber Cc: Chip Packard; Paul Morris; Larry V Adam; Paul Bartilucci; Michael 3 Driscoll; Ryan Barclay; Thomas Heidenberger Subject: managed portfolio follow-up Karl, Thanks for your time today. To follow up on our discussion of initiating a managed
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: manag
To: Paul Morris; Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For Internal use only Sure. We will compile. What is the name o
Entities connected to both Paul Ryan and Ryan Barclay

Martha Stewart
PERSONLarry Visoski
PERSON
Stewart Oldfield
PERSON
Paul Morris
PERSONThomas Heidenberger
PERSONDeutsche Bank Asset & Wealth Management
ORGANIZATIONPaul N. Bartilucci
PERSONLarry V Adam
PERSONIncome, Growth & Income
ORGANIZATIONMichael J Driscoll
PERSONPaul Bartilucci
PERSON