Epstein Secrets

about the history than you do. Does it really go back to 1976? I also go back to 1976 . . . I've done the opportunity/challenge write ups for GA and Deering below, so you just need to do the client overview. We can wrap that up first thing Monday hopefully. GA/Madison Park We have substantial opportuni

ties to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. T

family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering — given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam

ties to pursue with the Deering/Crosby family as outlined below. There are a few challenges. First, Heather Crosby runs an RIA that helps manage the Deering family assets. The RIA has pushed for an overly simple, low fee asset allocation. Despite serving as an RIA, they seem relatively unsophisticated. T

family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering — given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam

Mr. Deering served as a Director at Mercantile-Safe Deposit and Trust Company from April 30, 2003 until November 17, 2017. He served as an Independent Trustee o

family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering —given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam

and non-profit entities, including the Baltimore Museum of Art, Parks & People Foundation and The Charlesmead Foundation among others. Mr. Deering served as a Director at Mercantile-Safe Deposit and Trust Company from April 30, 2003 until November 17, 2017. He served as an Independent Trustee o

family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering —given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam

and non-profit entities, including the Baltimore Museum of Art, Parks & People Foundation and The Charlesmead Foundation among others. Mr. Deering served as a Director at Mercantile-Safe Deposit and Trust Company from April 30, 2003 until November 17, 2017. He served as an Independent Trustee o

family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering — given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam

and non-profit entities, including the Baltimore Museum of Art, Parks & People Foundation and The Charlesmead Foundation among others. Mr. Deering served as a Director at Mercantile-Safe Deposit and Trust Company from April 30, 2003 until November 17, 2017. He served as an Independent Trustee o

family and the RIA seem to have relationships with every bank on the street, so there is lots of competition. Deering —given the recent passing of Tony Deering, there will be a continued opportunity to reevaluate the asset allocation as his assets are passed to his wife and eventually to the rest of his fam