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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
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
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
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
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
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
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
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
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
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
fe Kathryn Deering. His daughter, Heather Deering Crosby is founder and employee of Matheys Lane Capital Management L.P., a private equity company. Heather is Managing Director, Limited Partner and has served as Managing Director, Limited Partner since 10/01/2008. Heather Crosby has an ownership stake i
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 Heather deManbey and Tony Deering

Alfredo Rodriguez
PERSON
Bill Cosby
PERSONHeather Crosby
PERSON
Martha Stewart
PERSONDeering
LOCATIONthe Deering/Crosby
ORGANIZATION
University of Pennsylvania
ORGANIZATIONHeather Deering Crosby
PERSONDrexel University
ORGANIZATIONWharton School
ORGANIZATIONIndependent Trustee
ORGANIZATIONRex Capital Advisors
ORGANIZATIONMercantile Bankshares Corp.
ORGANIZATIONMercantile-Safe Deposit and Trust Company
ORGANIZATIONKathryn Deering
PERSONDartmouth College
ORGANIZATION
Harvard Business School
ORGANIZATIONVornado Realty Trust
ORGANIZATION
Stewart Oldfield
PERSONMatheys Lane
ORGANIZATION