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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
1,799,474 139,490,000 12 GS CAPITAL PARTNERS Rosemary Vrablic 1,738,004 189,216,782 13 CARLYLE GROUP Joanne Jensen 1,529,113 175,993,257 14 SILLERMAN ROBERT FX Terri Soh rab 1,476,059 528,868,190 15 BURKLE RONALD Susan Burnett 1,444,985 238,737,993 16 MURDOCK FDTN Cheryl Paller 1,438,332 100,000,0
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
1,799,474 139,490,000 12 GS CAPITAL PARTNERS Rosemary Vrablic 1,738,004 189,216,782 13 CARLYLE GROUP Joanne Jensen 1,529,113 175,993,257 14 SILLERMAN ROBERT FX Terri Soh rab 1,476,059 528,868,190 15 BURKLE RONALD Susan Burnett 1,444,985 238,737,993 16 MURDOCK FDTN Cheryl Paller 1,438,332 100,000,0
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
nsen PB 2,398,296 381,787,930 8 WOLFSON Joanne Jensen PB 2,364,055 280,296,432 9 KUEHNER CARL Joanne Jensen PB 1,799,474 139,490,000 10 SILLERMAN ROBERT FX Terri Sohrab PB 1,476,059 528,868,190 11 BURKLE RONALD Susan Burnett PB 1,444,985 238,737,993 12 MURDOCK FDTN Cheryl Paller PB 1,438,332
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
P DONALD J 1 0% 268,103,063 1% 761,733 1% JACOBS BRADLEY 1 0% 264,628,961 1% 479,517 1% WOLFSON 1 0% 263,501,981 1% 1,128,005 1% SILLERMAN ROBERT FX 1 0% 259,989,958 1% 490,447 1% MERCER ROBERT 1 0% 254,494,361 1% 245,102 0% ELLISON DAVID 1 0% 246,115,304 1% (5,028) 0% STARWOO
Entities connected to both ICAHN & FAMILY and SILLERMAN ROBERT FX
KROENKE GROUP
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ORGANIZATIONMURDOCK FDTN
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PERSONRussell Daulton
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PERSONCheryl Paller
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PERSONGNLC HOLDINGS INC
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