Epstein Secrets

Daphne Cales Theresa Romano ; Marjorie Hansen-Cosby Liz Fitzgerald- ; Anh H Parisi Cynthia Rodrigue

Cosby Liz Fitzgerald- ; Anh H Parisi Cynthia Rodriguez I; Matthew Pontoriero Brenda Guerrier ; Rebecca Velanis Aracely Sanchez Tammy-1 Wong ; Bradley Gillin ; Brian P Convey Salvatore Moore Russell Daulton Susan Burnett Cheryl Paller ; Terri Sohrab • Caitlin Carey ; Lauren Anu Barua Janet Sible

mily assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. The Crosby assets are not managed by the RIA, and Heather handles this account more directly despite having limited time to focus on it. Her husband is a priv

t: Friday, January 05 2018 6:00 PM To: Stewart Oldfield Subject: RE: Account Planning sessions [C] Llj Classification: For Internal use only Hi, Bradley Gillin Attached are the account planning pages for the below clients. A few notes: • I did not create one for General Atlantic because I wasn't exactly s

Sylvia Junghardt • Carlos Luna Ma 'orie Hansen-Cosby Therese Hormillosa Brian P Cony Paul E Betts

unghardt • Carlos Luna Ma 'orie Hansen-Cosby Therese Hormillosa Brian P Cony Paul E Betts Sequana Beale ; Stephen-M Johnson ; Roy Kasakove ; Bradley Gillin Bra ndi Goldenber Deirdre Judge Michael Lantz David Wolkenbrod Michael Torres Sean Jules Leanna Rivera I , Brandi Goldenberg Bruce McDermott

er Kirby Carlos Luna loolmimaiimat Terri Sohrab Cosby ImMMI IESII I; Bradley Gillin iiMMI El l1; Scott

ichelle Pecorin ■; Stephan We • Andrea Nicoletti Douglas Ro • TerrencE Heather Kirby Carlos Luna loolmimaiimat Terri Sohrab Cosby ImMMI IESII I; Bradley Gillin iiMMI El l1; Scott Prokop services germany Anthony Scotti J McCoy I; Mayra Fonseca ; Lesley Peer II Sylvia Junghardt I; Gavin Kim Aracely Sa

+29_CN=RECIPIENTS_CN=Pontmat8cc ; Marjorie Hansen-Cosby I I; Brien Essenbreis I; Janice M Smith Michel

drea Nicoletti ; Douglas Robertson ; S lvia • Rebecca Velanis ; Daphne Cales ; Edward Golden ; Mary C Keaveney ;'Cynthia Rodriguez' IINICEAEX- Bradley Gillin Therese F Elizab ; Stewai 0=EXCHANGE OU=EXCHANGE+20ADMINISTRATWE+20GROUP+20+28FYDIBOHF23SPDLT+29 CN=REOPIENTS CN=Rodr n8ec Brigid Macias I I; Juli

mily assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. The Crosby assets are not managed by the RIA, and Heather handles this account more directly despite having limited time to focus on it. Her husband is a priv

better. From: Cynthia Rodriguez Sent: Friday, January 05, 2018 6:00 PM To: Stewart Oldfield < Subject: RE: Account Planning sessions ICJ [I] >; Bradley Gillin ‹ > Classification: For Internal use only Hi, Attached are the account planning pages for the below clients. A few notes: • I did not create one

bject: Hudson Bay Let me know if you think I'm missing anyone we've sent fund stuff to in the past Aspen Grove Bain Capital Family Office Bright Crosby (Frank) Dorrance Duncan Everwatch Dimensional Georgetown Highlander Illig JE/Paul Barrett Pacific Life .IL squared Nicholas Shamrock Slo

's chat about any questions you have before then Thanks From: Stewart Oldfield Sent: Thursday, Au ust 02, 2018 12:02 PM To: Andrew King < > Cc: Bradley Gillin < > Subject: Hudson Bay Let me know if you think I'm missing anyone we've sent fund stuff to in the past Aspen Grove Bain Capital Family Office

Terri Sohrab Sylvia Ju hardt ; Marjorie Hansen-Cosby I; Bradley Gillin I; Liz Fitzgerald I; Gavin Ki

lonso Hilde arde Berrios Mayra Fonseca Lesley Peer ;'Matthew Pontoriero' Carlos Luna Terri Sohrab Sylvia Ju hardt ; Marjorie Hansen-Cosby I; Bradley Gillin I; Liz Fitzgerald I; Gavin Kim Elizabeth Payne Andrea Nicoletti , Brian P Convey ; Douglas Robertson ; Edward Golden ]; Salvatore ; Michele-

8 Account Planning - Elysium v2.docx; 2018 Account Planning - Thirdlake v2.docx; 2018 Account Planning - GA v2.docx; 2018 Account Planning - Deering.Crosby v2.docx updated From: Cynthia Rodriguez Sent: Monday, January 08, 2018 1:36 PM To: Samantha Harmon < Cc: Stewart Oldfield < >; Bradley Gillin <

From: Stewart Oldfield [ Sent: 1/8/2018 2:11:50 PM To: Cynthia Rodriguez I I; Samantha Harmon CC: Bradley Gillin I BCC: Subject: RE: 2018 Account Planning Session III Attachments: 2018 Account Planning - Southern Financial v2.docx; 2018 Account Planning - Dz

sley Peer < >; Carlos Luna < >; Marjorie Hansen-Cosby < >; Aracely Sanchez < >; Stephan Wessels < >;

; Stephan Wessels < >; Brian P Convey < >; Paul E Betts < >; Terrence F Tan: ne < ; Michel Plut < >; >; Sylvia Junghardt >; Roy Kasakove < >; Bradley Gillin < Foster J McCoy < Russell Daulton < >; Israel Velas• ez < >; Michael Lantz < >; David Wolkenbrod < >; >; Oti Roberts < >; Eva Pace >; Micha