Epstein Index›Documents›EFTA01460064
⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01460064: Thomas, Asset and Perform (DS10)

General DocumentDate unavailableEFTA014600641 keyword hits
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This document appears to be a Deutsche Bank Wealth Management presentation or report for Southern Financial LLC dated 4Q15, describing globally diversified multi-asset class portfolios. It lists several Deutsche Bank personnel including Paul Morris, Paul Bartilucci, Joseph Dursi, and Thomas in roles such as Managing Director, Private Banker, and Portfolio Manager.

👤 Named in This Document
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📋 Key Excerpts3

PersonKeyword
Excerpt 1
Deutsche Bank Wealth Management / Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-**asset** class portfolios 4Q15 Passion to
Excerpt 2
Deutsche Bank Wealth Management / Southern Financial LLC Deutsche Bank CIO Strategies Globally diversified multi-asset class portfolios 4Q15 Passion to **Perform**
Excerpt 3
class portfolios 4Q15 Passion to Perform Paul Morris Paul Bartilucci Managing Director Managing Director Private Banker Portfolio Manager Joseph Dursi **Thomas**

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