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rn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05 2018 6:00 PM To: Stewa
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
From: Cynthia Rodriguez Sent: 1/8/2018 12:04:54 PM To: Stewart 0ldfie
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
rn more to understand this better. From: Cynthia Rodriguez Sent: Friday, January 05, 2018 6:00 PM To: Stew
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
Entities connected to both Alfredo Rodriguez and Deering

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