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Investment management and financial planning service
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es and ESG investing, add to its wealth management capabilities, and build a strategic advisory business. Rockefeller will have four operating units: Wealth Management, Asset Management, Family Office Advisory, and Strategic Advisory. “| look forward to leading Rockefeller into its next chapter, backed by the Rocke
Page: HOUSE_OVERSIGHT_012048 →HOUSE_OVERSIGHT_014731 - HOUSE_OVERSIGHT_014787
on of such securities is not a solicitation or offer to transact in such securities. Investors should contact their BofA Merrill Lynch representative Wealth Management financial advisor for information relating to fixed income securities Rule 144A securities may be offered or sold only to persons in the US. who are
Page: HOUSE_OVERSIGHT_014785 →he Atlantic Council of the United States, the American Council on Germany and the Jerome Lejeune Foundation. Larry V. Adam Chief Investment Officer, Wealth Management—Americas Chief Investment Strategist, Deutsche Asset & Wealth Management—Americas Larry Adam is a Managing Director and serves the dual role of Chie
Page: HOUSE_OVERSIGHT_026825 →ct: Apple, Inc.: Addressing The Top 5 Investor Questions Date: May 29, 2019 at 6:35:01 PM EDT To: < Reply-To: <[email protected]> Wealth Management Apple, Inc.: Addressing The Top 5 Investor Questions HOUSE_OVERSIGHT_033362 --- PAGE BREAK --- Katy L. Huberty, CFA - Morgan Stanley May 29, 2019 10
Page: HOUSE_OVERSIGHT_033362 →holder First Pacific sided with activist investor Elliott Management in a bid to shake up Arconic's (ARN) board and fo
buy 80 percent of utility company Oncor Electric. Elliott Management, which is the biggest creditor of Oncor's parent,
ount. • Timeline of Active/Capitalized Accounts: Supplemental Exhibit D provides a timeline of the openings and closings of Epstein's capitalized Wealth Management accounts. • Payments to Certain Beneficiaries of the 2013 Butterfly Trust: Supplemental Exhibit E identifies payments to or on behalf of c
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George W. Bush
PersonPresident of the United States from 2001 to 2009

Michael Bloomberg
PersonAmerican businessman and politician; 108th Mayor of New York City

United States
LocationCountry located primarily in North America

Donald Trump
PersonPresident of the United States (2017–2021, 2025–present)

Jeffrey Epstein
PersonAmerican sex offender and financier (1953–2019)

U.S. Treasury
OrganizationMuseum in Munich

Xi Jinping
PersonGeneral Secretary of the Chinese Communist Party since 2012

Draghi
Personnon-U.S.
Location
Malaysia
LocationCountry in Southeast Asia

Tokyo
LocationCapital and largest city of Japan

Philippines
LocationArchipelagic country in Southeast Asia

China
LocationCountry in East Asia

Korea
LocationRegion in East Asia

Bloomberg L.P.
Person
Merrill Lynch
OrganizationAmerican investing and wealth management division of Bank of America

United Kingdom
LocationCountry in north-west Europe

Marine Le Pen
PersonFrench politician (born 1968)

Ronald Reagan
PersonPresident of the United States from 1981 to 1989 and actor (1911–2004)