Document Mentions (4 shared documents)

EFTA01386070

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We also work with the CEO of the family office, Barry Cohen, who was a partner at Apollo. Direct privat

CIS Number: 00000490445 Relationship Team: ISG: Andrew King Trust/Custody: DPM: Paul Bartilucci WPS: Sam Petrucci KCP: Matt Glassman Deposits: Charlie Burrows Lending: Pete Ferrara/Laura Farischon Other: Client Profile Elysium Management is the family office that manages the capital of Leon Black, the C

EFTA01356654

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ers for Product Teams: 10MM and above : Custody: Barry Morris, Scott Guest, and Michael Lantz (or their

l from any one of the above (or their designees) will constitute full approval. Premium Banking Services Group: Anthony Western, Arthur Tremblay, or Charlie Burrows (Daphne Cales is back up approver) (or their designees) will be the Level 2 approvers for the Premium Banking Services Group. An approval from any o

EFTA01369973

2 mentions1 same-page

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76. The primary contact for this relationship is Barry Bloom, president of the Tisch family office. We a

King DPM: Paul Bartilucci KCP: Josh Shoshan/Vahe Stepanian Lending: Laure Farischon Client Profile Trust/Custody: WPS: Sam Petrucci Deposits: Charlie Burrows Other: Sisters-in-law Joan Tisch (recently deceased) and Wilma "Billie" Tisch and their sons share the family fortune built by their late husbands