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Message From: Scott Borgerson Sent: 3/6/2019 4:54:43 PM To: CC: Lindsay J. Annello GMAR Subject: [External] Re: Angara Trust / Montpelier Trust 1099s Thanks Lyle and team
tpelier Trust 1099s Thanks Lyle and team. Scott On Mar 5, 2019, at 15:09, wrote: Adding my team, we will come back to you to help you reconcile. Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management From: Lindsay J. Annello [mailto Se
her J. Walker Registered Client Service Associate UBS Financial Services Inc. Private Wealth Management wwwubs.com/privatewealthmanagement From: Scott Borgerson [mailto: Sent: Wednesday, March 06, 2019 11:55 AM To: Casriel, Lyle Cc: Lindsay J. Annello; Tomkiewicz, Jessica; Ramdeen, Vijai; Rivas, Elyanna; S
48 EFTA00239557 Thanks Lyle and team. Scott On Mar 5, 2019, at 15:09, I wrote: Adding my team, we will come back to you to help you reconcile. Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Maiviger UBS Private Wealth Management From: Lindsay J. Annello Sent: Tue
Message From: Casriel, Lyle [- Sent: 6/21/2019 2:13:10 AM To: Scott Borgerson CC: GMAX ; Stackman, Scott I I; Tomkiewicz, Jessica J; McNamara, Sean [ J; Klein, Matthew Subject: RE: [External) Re: FOMC Meeting and potent
fire until seeing the whites of their eyes. On Jun 20, 2019, at 18:08, I wrote: I have not seen that but we will check if anything has been done. Lyle Casriel Senior Vice President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management From: Scott Borgerson fmailto Sent:
recommendations are suitable for your situation. ucliewmjui wail) Package ID. 0268296267 - 3 CONFIDENTIAL SDNY_GM_00009488 5 EFTA01597651 0 Scott Borgerson Personal Information Name Scott Borgerson United States Citizenship Gender Male Date of Birth Marital Status Single Client Contact Informati
unity to serve you. At UBS, we value your relationship with us, and we understand that we succeed only if you succeed. Sincerely, Scott Stackman I Lyle Casriel UBS Financial Services Inc. is a subsidiary of UBS AG Package ID. 0268296267 • 1 CONFIDENTIAL SDNY_GM_00009984 EFTA01597647 Intentionally Left B
Message From: Sent: To: CC: Subject: Scott Borgerson ( n) 3/6/2019 4:54:43 PM Lindsay J. Annello 1; Dm; [External) Re: Angara Trust / Montpelier Trust 1099s Thanks Lyle and team. Scott On Mar 5,
lier Trust 1099s Thanks Lyle and team. Scott On Mar 5, 2019, at 15:09, nn wrote: Adding my team, we will come back to you to help you reconcile. Lyle Casriel Senior Vicc President — Investments Private Wealth Advisor I Portfolio Manager UBS Private Wealth Management M; m• From: Lindsay 3. Annello [ma
Entities connected to both Scott Borgerson and Lyle Casriel
Scott Stackman
PERSON
Ghislaine Maxwell
PERSONUBS Financial Services Inc.
ORGANIZATION
United States
LOCATIONthe Southern District
LOCATION
George W. Bush
PERSONUBS Private Wealth Management
ORGANIZATION
European Parliament
ORGANIZATION
Eric Holder
PERSONJuliana Shkreli
PERSONLindsay
PERSON
Samantha Power
PERSONthe Montpelier Trust
ORGANIZATION
Puerto Rico
LOCATIONLindsay J. Annello
PERSONHigher Returns
ORGANIZATIONVijai Ramdeen
PERSON
UBS AG
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONthe State of New York
LOCATION