Epstein File EFTA01404870: Southern Trust and Asset (DS10)

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Epstein File EFTA01404870: Southern Trust and Asset (DS10)

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This document is internal correspondence from Deutsche Asset & Wealth Management dated June (year not specified) regarding a managed portfolio follow-up for a client named Dan, involving Michael J Driscoll (Portfolio Manager), Ryan Barclay, and Paul Morris. The email discusses leveraging materials previously sent to Karl and references Southern Trust in connection with portfolio management services.

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🔑 Evidence Keywords

Southern Trust asset Deutsche Bank client

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PersonKeyword

Excerpt 1

Michael J Driscoll; Ryan Barclay Cc: Stewart Oldfield Subject: RE: managed portfolio follow-up [I] Classification: For internal use only Thanks Paul, **Southern**

Excerpt 2

**Trust** but doesn't need to be on cover, just want to leverage what we just used and send out today, the materials we send to Karl were attached to my previous

Excerpt 3

Driscoll Director I Portfolio Manager Deutsche **Asset** & Wealth Management New York, NY 10154 Tel.