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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
n 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 1,438,332 100,000,000 17 BASILE SILVERIO Convey 1,393,163 2,257 18 SIMON HERBERT Rosemary Vrablic 1,307,332 222,697,073 19
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
n 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 1,438,332 100,000,000 17 BASILE SILVERIO Convey 1,393,163 2,257 18 SIMON HERBERT Rosemary Vrablic 1,307,332 222,697,073 19
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
9,474 139,490,000 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 1,438,332 100,000,000 13 SIMON HERBERT Rosemary Vrablic PB 1,307,332 222,697,073 14 GOLUB CAPITAL Malcolm Kimble PB 1,2
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
1 0% 206,933,530 0% 381,388 0% ARKELUSTOCKMAN 1 0% 206,397,618 0% 238,798 0% HIRTLE CALLAGHAN & 1 0% 205,279,233 0% 1,634,268 2% MURDOCK FDTN 1 0% 200,000,000 0% 1,429,155 2% DEUTSCHE BANK TR 1 0% 197,521,498 0% 89,045 0% MONELUVETLESEN 1 0% 193,829,153 0% 104,814 0% CA
Entities connected to both ICAHN & FAMILY and MURDOCK FDTN
KROENKE GROUP
ORGANIZATION
Alan Dershowitz
PERSON
Donald Trump
PERSON
Stephen Hawking
PERSONHARBOURVEST
ORGANIZATIONSILLERMAN ROBERT FX
ORGANIZATION
WOLFSON
ORGANIZATIONElizabeth Payne
PERSONRussell Daulton
PERSONSusan Burnett
PERSONCheryl Paller
PERSONDavid Rodin
PERSON
Prince Charles
PERSONMichael Jacoby
PERSONMichael E. McCarthy
PERSONGNLC HOLDINGS INC
ORGANIZATION
Paul Morris
PERSONGeorge Zahringer
PERSONDeirdre
PERSONSIMON HERBERT
PERSON