Epstein Secrets

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 private equity partner, and earns a lot of money, so

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

From: Stewart Oldfield Sent: 12/17/2018 1:49:01 PM To: Daniel Eisenberg CC: Bradley Gillin Subject: Re: pipeline question (II Hmm. Heather closed her accounts because she thinks DB is going out of business. And we are exiting the Gratitude relationship for rep risk reasons. So that's a

From: Stewart Oldfield Sent: 12/17/2018 1:49:01 PM To: Daniel Eisenberg CC: Bradley Gillin Subject: Re: pipeline question (II Hmm. Heather closed her accounts because she thinks DB is going out of business. And we are exiting the Gratitu

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 private equity partner, and earns a lot of money, so

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