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Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Deirdre Judge Rosemary Vrablic
Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Deirdre Judge Rosemary Vrablic Joanne Jensen Heather Kirby Bruce McDermott CIB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fabrizio Campelli Balaji Pr
Hutter Lindsy Sanders • Mark Gonzalez >; Mary C Keaveney Michael King ; Oti Roberts Rachel Ma: licit Michael S Jacoby • Michelle Pecorino ; Paul Bartilucci ; Robert >; ; Ron Colonna Russell Daulton ; Sean Jules ; Shahin Ahdieh ; Stephen-M Johnson • Susan Moffat Tazia Smith < ; Theresa Romano ;
ay ; Debjani Bagchi ca Derek Diane Minarcz k • Ed Lok Edie Murphy Golden >; Eva cheletti ; Hildegarde Berrios Velasquez ; Janet A McGrath ; Joanne Jensen ; John ;Joseph Sabbagh a Frank ; Joshua Katherine O-Connor Edward Lee Hutter Lindsy Sanders • Mark Gonzalez >; Mary C Keaveney Michael Kin
art Wealth Planning: Sam Petrucci ISG: Coley Jellinghaus KCP: Todd Stevens Xavier Avila Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Deirdre Judge Rosemary Vrablic
Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Tern Sohrab Deirdre Judge Rosemary Vrablic Joanne Jensen Heather Kirby Bruce McDermott CIB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fabrizio Campelli Balaji Pr
Tazia Smith Daniel von Heyl (CFP) DPM: Larry Adam Paul Bartilucci Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Deirdre Judge Rosemary Vrablic
Credit: Tom Clarke Nick Haigh Laura Farischon Pete Ferrara Deposits: Charlie Burrows Bankers: Terri Sohrab Deirdre Judge Rosemary Vrablic Joanne Jensen Heather Kirby Bruce McDermott aB: Several, can discuss Marketing: Paula Pullano Would like to get to know better: Fabrizio Campelli Balaji Pra
ey 2014 1 Force Exempt 7/1/ 2011 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-DomeStiC No Zahid, Mervat 00000225289 Paul Bartilucci 2013 1 9/30/1994 Kim Hart, Andrew Gal ivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No Newamco, LLC 00000423479 Rosemary Vrablic
f Exempt Accounts 7/30 /2007 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No Aquiline Holdings LP 00000411484 Joanne Jensen 2014 1 Force Exempt 3/7/2007 Kim Hart, Andrew Galivan, Michael J. Davis, Michael Jacoby COVERAGE-Domestic No FDEG Holdings, LLLP 00000464495
Entities connected to both Paul Bartilucci and Joanne Jensen

Martha Stewart
PERSON
Stewart Oldfield
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Prince Andrew
PERSONCharlie Burrows
PERSONLaura Farischon
PERSONRosemary Vrablic
PERSONTerri Sohrab
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Paul Morris
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Tazia Smith
PERSONDeirdre
PERSONBruce McDermott
PERSONPete Ferrara
PERSONLarry Adam
PERSON
Alfredo Rodriguez
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Stephen Hawking
PERSONNick Haigh
PERSONTom Clarke
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Jeffrey Epstein
PERSONMalcolm Kimble
PERSONAndrew Gallivan
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