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2018 Account Planning RM contribution Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington DPM: KCP: Lending: Joshua Frank Client Profile Trust/Custody: WPS: Deposits: Stewart
cial insemination throughout its history, only allowing the registration of horses born through "natural" procreation. The current officers are: • James Gagliano, President & COO • Matt F. luliano, Executive Vice President & Executive Director • Laura Barillaro, Executive Vice President & CFO This relatio
2018 Account Planning RM contribution Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: 0000043346 Relationship Team: ISG: Brian Harrington/Frank DeBenedittis Trust/Custody: DPM: Paul Bartilucci WPS: KCP: Matt Glassma
cial insemination throughout its history, only allowing the registration of horses born through "natural" 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
2018 Account Planning RM contribution Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: 0000043346 Relationship Team: ISG: Brian Harrington/Frank DeBenedittis Trust/Custody: DPM: WPS: KCP: Deposits: Charlie Burrows
cial insemination throughout its history, only allowing the registration of horses born through "natural" 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
t has had a long standing relationship with Deutsche Bank since March 1976 and was previously managed by Terri Sohrab and then Michael Mullin before Stewart Oldfield took over in Nov. 2017. They currently have over 20 deposit accounts and 4 brokerage accounts with current AUMs of approximately $60mm. They also h
cial insemination throughout its history, only allowing the registration of horses born through "natural" 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
2018 Account Planning RM contribution Relationship Name: Jockey Club Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Brian Harrington/Frank DeBenedittis Trust/Custody: DPM: Paul Bartilucci WPS: KCP: Matt Glassman Deposits
cial insemination throughout its history, only allowing the registration of horses born through "natural" 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
Entities connected to both Stewart Oldfield and James Gagliano

Martha Stewart
PERSONMatt Glassman
PERSONCharlie Burrows
PERSONTerri Sohrab
PERSONAccount Planning
ORGANIZATIONPaul Bartilucci
PERSONLexington
LOCATIONLaura Farischon
PERSON
Puerto Rico
LOCATIONMichael Mullin
PERSONLaura Barillaro
PERSON
Kentucky
LOCATION
New York State
LOCATIONThe Jockey Club
ORGANIZATIONThoroughbred
ORGANIZATIONthe American Stud Book
ORGANIZATIONthe Board of Control
ORGANIZATIONJames R. Keene
PERSONMatt F. luliano
PERSON
North America
LOCATION