Document Mentions (3 shared documents)

EFTA01369985

2 mentions1 same-page

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CIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS:

with Leon at Drexel. We also work with the CEO of the family office, Barry Cohen, who was a partner at Apollo. Direct private investments are run by Greg Ruben. Leon's son Josh also works at the family office. This relationship was established in April 2014 by former banker Paul Morris, and is managed by S

EFTA01386070

2 mentions1 same-page

Page ?Same page

CIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS:

EFTA01386926

2 mentions1 same-page

Page ?Same page

CIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: WPS: KCP: Matt Glass