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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
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
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
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
anaging Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake in Matheys Lane Capital Management L.P. of more than 75%. Crosby previously worked as a partner at Rex Capital Advisors, as a vice president at J.P. Morgan Securities Inc. and as a trader and a banker at Goldman S
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
anaging Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake in Matheys Lane Capital Management L.P. of more than 75%. Crosby previously worked as a partner at Rex Capital Advisors, as a vice president at J.P. Morgan Securities Inc. and as a trader and a banker at Goldman S
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
anaging Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake in Matheys Lane Capital Management L.P. of more than 75%. Crosby previously worked as a partner at Rex Capital Advisors, as a vice president at J.P. Morgan Securities Inc. and as a trader and a banker at Goldman S
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
anaging Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake in Matheys Lane Capital Management L.P. of more than 75%. Crosby previously worked as a partner at Rex Capital Advisors, as a vice president at J.P. Morgan Securities Inc. and as a trader and a banker at Goldman S
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 Bill Cosby and Tony Deering

Martha Stewart
PERSON
Alfredo Rodriguez
PERSON
Stewart Oldfield
PERSONHeather deManbey
PERSONDeering
LOCATIONthe Deering/Crosby
ORGANIZATIONHeather Crosby
PERSONBradley Gillin
PERSON
University of Pennsylvania
ORGANIZATIONMercantile Bankshares Corp.
ORGANIZATIONMercantile-Safe Deposit and Trust Company
ORGANIZATIONWharton School
ORGANIZATIONHeather Deering Crosby
PERSONKathryn Deering
PERSON
Harvard Business School
ORGANIZATIONVornado Realty Trust
ORGANIZATIONDrexel University
ORGANIZATIONDartmouth College
ORGANIZATIONIndependent Trustee
ORGANIZATIONRex Capital Advisors
ORGANIZATION