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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
93,163 2,257 18 SIMON HERBERT Rosemary Vrablic 1,307,332 222,697,073 19 GOLUB CAPITAL Malcolm Kimble 1,277,451 107,053,798 20 CAMBAY GROUP Mark Westhoff 1,233,488 69,816,586 21 AMIDI RAHIM Cheryl Paller 1,161,837 133,130,748 22 TRUMP DONALD J Rosemary Vrablic 1,019,804 201,641,046 23 LOEB D
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
93,163 2,257 18 SIMON HERBERT Rosemary Vrablic 1,307,332 222,697,073 19 GOLUB CAPITAL Malcolm Kimble 1,277,451 107,053,798 20 CAMBAY GROUP Mark Westhoff 1,233,488 69,816,586 21 AMIDI RAHIM Cheryl Paller 1,161,837 133,130,748 22 TRUMP DONALD J Rosemary Vrablic 1,019,804 201,641,046 23 LOEB D
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
0,000 13 SIMON HERBERT Rosemary Vrablic PB 1,307,332 222,697,073 14 GOLUB CAPITAL Malcolm Kimble PB 1,277,451 107,053,798 15 CAMBAY GROUP Mark Westhoff PB 1,233,488 69,816,586 16 AMIDI RAHIM Cheryl Paller PB 1,161,837 133,130,748 17 R000231834 - UNION COMM FAGELLA/PACE PCS 1,041,873 452,
Entities connected to both ICAHN & FAMILY and Mark Westhoff
Deirdre
PERSON
Alan Dershowitz
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Stephen Hawking
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Prince Charles
PERSONRosemary Vrablic
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Donald Trump
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Paul Morris
PERSONJoanne Jensen
PERSONKROENKE GROUP
ORGANIZATIONHARBOURVEST
ORGANIZATIONSILLERMAN ROBERT FX
ORGANIZATIONMURDOCK FDTN
ORGANIZATIONMichael Jacoby
PERSONSIMON HERBERT
PERSONSusan Burnett
PERSONGNLC HOLDINGS INC
ORGANIZATIONDavid Rodin
PERSONRussell Daulton
PERSONMichael E. McCarthy
PERSONElizabeth Payne
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