Wealth Managers

Most Active Vendor

“U. S. TRUST BOA PRIVATE WEALTH MANAGEMENT”

Adam J. Grossman

212-647-2044 adam.grossman@ustrust.com www.ustrust.com

U. S. TRUST BOA PRIVATE WEALTH MANAGEMENT

Sam Singh

609-734-7742 samrat.singh@ustrust.com www.ustrust.com

CHARLES SCHWAB

Jeanna Mcginnis

718-230-5169 jeanna.mcginnis@schwab.com www.schwab.com

MORGAN STANLEY

Vincent Sege

212-903-7638 vincent.sege@morganstanley.com www.morganstanley.com

DEUTSCHE ASSET & WEALTH MANAGEMENT

Mathew Negus

646-306-0697 mathew.engus@db.com www.db.com