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Top 50 WM Banker Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker May YTD Revs CBVs ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626
s ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626,478 427,926,770 4 PERELMAN RONALD Rosemary Vrablic 4,887,141 641,237,602 5 ARCLIGHT ENERGY PTN Rosemary Vrablic
Top 50 WM Banker Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker May YTD Revs CBVs ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626
s ex Custody Comments 1 ICAHN & FAMILY Rosemary Vrablic 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic 8,663,916 2,916,514,666 3 HARBOURVEST PARTNER Joanne Jensen 5,626,478 427,926,770 4 PERELMAN RONALD Rosemary Vrablic 4,887,141 641,237,602 5 ARCLIGHT ENERGY PTN Rosemary Vrablic
Top 50 WM Relationships by Revenue May YTD 2014 GMIS Rev. Rank Relationship Banker Sub-GMT May YTO Revs CBVs (ex Custody) 1 ICAHN & FAMILY Rosemary Vrablic PB 9,386,809 1,275,592,449 2 KROENKE GROUP Rosemary Vrablic PB 8,663,916 2,916,514,666 3 R006965312 RICHARDS CIAMPI / LOB
92,449 2 KROENKE GROUP Rosemary Vrablic PB 8,663,916 2,916,514,666 3 R006965312 RICHARDS CIAMPI / LOBKLOWICZ PCS 8,223,387 3,314,115,731 4 HARBOURVEST PARTNER Joanne Jensen PB 5,626,478 427,926,770 5 PERELMAN RONALD Rosemary Vrablic PB 4,887,141 641,237,602 6 HIRTLE CALLAGHAN & Terrence T
Q1 CBVs 2015 (USD) % of total Revenue 50m+ 156 5% 28,874,852,700 68% 58,030,343 62% KROENKE GROUP 1 0% 3,076.958,405 7% 6,065,440 6% ICAHN & FAMILY 1 0% 1,332,179,378 3% 6,449,089 7% NA 9 0% 1,073,535,892 3% 1.674,610 2% DEMOULAS ARTHUR 1 0% 961,266,461 2% 227,622 0% PERELMAN
TERN ED 1 0% 462,050,131 1% 89,194 0% MCGRAW D&A 1 0% 432,594,916 1% 201,180 0% LONE STAR FUNDS 1 0% 400,254,471 1% 1,569,297 2% HARBOURVEST PARTNER 1 0% 381,860,089 1% 3,001,445 3% WASSERMAN ALAN 1 0% 381,060,929 1% 1,463,492 2% APOLLO INVESTMENT F 1 0% 375,113,433 1% 7
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