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2 mentions1 same-page
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ion Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This relationship has had a long standing relationship with Deutsche Bank since March 1976 and was previously manag
2 mentions1 same-page
Page ?Same page
ion Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: 0000043346 Relationship T
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
2 mentions1 same-page
Page ?Same page
ion Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: 0000043346 Relationship T
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
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2 mentions1 same-page
Page ?Same page
n the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were di
009 when the current asset allocation was set, their current investments are more conservative than they need to be. In the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets wh
2 mentions1 same-page
Page ?Same page
n the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were di
009 when the current asset allocation was set, their current investments are more conservative than they need to be. In the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets wh
2 mentions1 same-page
Page ?Same page
ed by Terri Sohrab and then Michael Mullin before Stewart Oldfield took over in Nov. 2017. They currently
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
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2 mentions1 same-page
Page ?Same page
ion Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG:
al" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This client has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by
2 mentions1 same-page
Page ?Same page
n the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were di
009 when the current asset allocation was set, their current investments are more conservative than they need to be. In the initial meeting between Laura Barillaro and Stewart Oldfield, two main portfolio adjustments were discussed: First, we plan to improve the efficiency of their cash and near cash assets wh
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Mutual Connections (22)
Entities connected to both Martha Stewart and Laura Barillaro
Stewart Oldfield
PERSON5,648 w/ Martha·8 w/ Laura
MG
Matt Glassman
PERSON232 w/ Martha·2 w/ Laura
CB
Charlie Burrows
PERSON102 w/ Martha·4 w/ Laura
TS
Terri Sohrab
PERSON55 w/ Martha·4 w/ Laura
Account Planning
ORGANIZATION52 w/ Martha·5 w/ Laura
Lexington
LOCATION47 w/ Martha·8 w/ Laura
Kentucky
LOCATION42 w/ Martha·5 w/ Laura
Puerto Rico
LOCATION40 w/ Martha·5 w/ Laura
PB
Paul Bartilucci
PERSON39 w/ Martha·2 w/ Laura
LF
Laura Farischon
PERSON36 w/ Martha·2 w/ Laura
Jockey Club
ORGANIZATION26 w/ Martha·3 w/ Laura
North America
LOCATION22 w/ Martha·5 w/ Laura
New York State
LOCATION17 w/ Martha·5 w/ Laura
MM
Michael Mullin
PERSON9 w/ Martha·4 w/ Laura
ML
Matt F. luliano
PERSON5 w/ Martha·5 w/ Laura
The Jockey Club
ORGANIZATION5 w/ Martha·5 w/ Laura
Thoroughbred
ORGANIZATION5 w/ Martha·5 w/ Laura
the American Stud Book
ORGANIZATION5 w/ Martha·5 w/ Laura
the Board of Control
ORGANIZATION5 w/ Martha·5 w/ Laura
JK
James R. Keene
PERSON5 w/ Martha·5 w/ Laura