The document outlines the relationship between Deering/Crosby and Deutsche Bank Wealth Management (DB WM), managed by Stewart Oldfield since November 2017. It provides a detailed profile of the Deering/Crosby relationship, including the history of the account, key individuals involved, and opportunities and challenges in managing the account. The document highlights the recent passing of Anthony Deering and the potential for reevaluating asset allocation as his assets are passed to his family. It also discusses Heather Deering Crosby's role and her management of the account, as well as the potential for business with Matheys Lane Capital Management L.P., the RIA founded by Heather Crosby.
doj/DataSet10/EFTA01433483.pdf
{"title":"2018 Account Planning - Deering/Crosby","key_people":["Heather Deering Crosby","Anthony W. Deering","Stewart Oldfield","Michael Mullin"],"document_date":"2018","document_type":"correspondence","key_locations":["Florida"],"document_subtype":"account planning document","key_organizations":["Deutsche Bank Wealth Management","Matheys Lane Capital Management L.P.","The Rouse Company","Mercantile-Safe Deposit and Trust Company","Deutsche Bank North America","Deutsche Bank Trust Company Americas","Under Armour, Inc.","T. Rowe Price Summit Funds, Inc.","Baltimore Museum of Art","Parks & People Foundation","The Charlesmead Foundation","Vornado Realty Trust","Mercantile Bankshares Corp."],"reference_numbers":["EFTA01433483","EFTA01433484","EFTA01433485"]}