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Document Mentions (3 shared documents)
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n Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Numbe Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Laura Farischon Client Profile Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Third Lake Capital (TLC) is a single
D Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. The company is owned by father and son te
2 mentions1 same-page
Page ?Same page
Relationship Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Client Profile Trust/Custody: WPS: Deposits: Charlie Burrows Other: Third Lake Capital (TLC) is a single family office that exclusive
D Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. The company is owned by father and son te
2 mentions1 same-page
Page ?Same page
p Name: Third Lake Capital Banker Team: Stewart Oldfield GCIS Number: 00000490359 Relationship Team: ISG: Andrew King DPM: Paul Bartilucci KCP: Matt Glassman Lending: Laura Farischon Client Profile Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Third Lake Capital (TLC) is a single
D Ameritrade. Current contacts for this relationship are: • Ken Jones— CEO • Paul Watson — CIO • Robert Forsythe — VP Investments, grandson of Ron Wanek Ashley Furniture is the world's largest furniture manufacturer and retailer headquartered in Arcadia, WI. The company is owned by father and son te
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Mutual Connections (33)
Entities connected to both Matt Glassman and Ron Wanek
Martha Stewart
PERSON232 w/ Matt·5 w/ Ron
Stewart Oldfield
PERSON215 w/ Matt·5 w/ Ron
Jeffrey Epstein
PERSON93 w/ Matt·2 w/ Ron
Paul Morris
PERSON42 w/ Matt·3 w/ Ron
Prince Andrew
PERSON23 w/ Matt·4 w/ Ron
Account Planning
ORGANIZATION15 w/ Matt·3 w/ Ron
LB
Leon Black
PERSON15 w/ Matt·2 w/ Ron
PB
Paul Bartilucci
PERSON14 w/ Matt·3 w/ Ron
CB
Charlie Burrows
PERSON13 w/ Matt·3 w/ Ron
LF
Laura Farischon
PERSON13 w/ Matt·2 w/ Ron
Eric Trump
PERSON13 w/ Matt·2 w/ Ron
SP
Sam Petrucci
PERSON12 w/ Matt·2 w/ Ron
AK
Andrew King
PERSON6 w/ Matt·3 w/ Ron
Shamrock
ORGANIZATION7 w/ Matt·2 w/ Ron
KJ
Ken Jones
PERSON3 w/ Matt·5 w/ Ron
Barry Diller
PERSON6 w/ Matt·2 w/ Ron
Arcadia
LOCATION3 w/ Matt·4 w/ Ron
AS
Ashley
PERSON3 w/ Matt·4 w/ Ron
RF
Robert Forsythe
PERSON4 w/ Matt·3 w/ Ron
DB AG
ORGANIZATION4 w/ Matt·3 w/ Ron