EFTA Document EFTA01382060

this year, including for family office executive who isn't part of the family. Have received $130mm in new deposits this year into DBNY, with current balance at $82mm. Have developed strong relationship with new CIO and also directly with family members. In active dialog around new investments. Revenues will be up 100% yoy vs. 2016. This is a huge win from where we started. Southern Financial - one of the most complicated client situations I've seen. Have been extremely vocal about our lack