EFTA00816465Set 9
2016-10-031p118w
multi asset-class, SMAs, alternatives (PE, credit, HFs)
Trusts & Estate — full service, leveraging US Trust Platform
-Insurance, large in-house General Agency
Brokerage/trading — wealth management & institutional coverage options
Banking & Lending
https://www.justice.gov/epstein/files/DataSet%209/EFTA00816465.pdf