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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
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
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
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
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
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
t 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 which are used to fund
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
t 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 which are used to fund
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
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
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
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
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
t 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 which are used to fund
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
Entities connected to both Stewart Oldfield and Laura Barillaro

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