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ecurities Inc. and as a trader and a banker at Goldman Sachs & Co. Crosby earned her MBA from Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges
family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering —given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam
ecurities Inc. and as a trader and a banker at Goldman Sachs & Co. Crosby earned her MBA from Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges
family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering —given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam
ecurities Inc. and as a trader and a banker at Goldman Sachs & Co. Crosby earned her MBA from Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges
family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering — given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam
ecurities Inc. and as a trader and a banker at Goldman Sachs & Co. Crosby earned her MBA from Harvard Business School and her bachelor's degree from Dartmouth College. Opportunities and Challenges We have several opportunities to pursue with the Deering/Crosby family as outlined below. There are a few challenges
family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering —given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam
Entities connected to both Dartmouth College and Tony Deering

Harvard Business School
ORGANIZATION
Bill Cosby
PERSONHeather deManbey
PERSONDeering
LOCATIONthe Deering/Crosby
ORGANIZATIONHeather Crosby
PERSONWharton School
ORGANIZATIONIndependent Trustee
ORGANIZATIONMercantile Bankshares Corp.
ORGANIZATIONRex Capital Advisors
ORGANIZATIONDrexel University
ORGANIZATIONVornado Realty Trust
ORGANIZATION
University of Pennsylvania
ORGANIZATIONMercantile-Safe Deposit and Trust Company
ORGANIZATIONHeather Deering Crosby
PERSONKathryn Deering
PERSONthe Baltimore Museum of Art, Parks & People Foundation
ORGANIZATIONCharlesmead Foundation
ORGANIZATIONMatheys Lane
ORGANIZATION