Holiday Cards
Holiday Cards
Relationship Name First Last Address City State Zip Address?
Algappan, Arun Arun Alagappan New York NY 1002
8 IF(ISTEXT(D2),"Yes","No")=Yes
Amster, Yosi Yosi Amster MI IF(I
STEXT(D3),"Yes","No")=Yes
Annandale Capital II IF(ISTEXT(D4
),"Yes","No")=Yes
Anschutz Scott Carpenter .
2 IF(ISTEXT(D5),"Yes","No")=Yes
Archer, Thomas J. Thomas Archer MI IF(ISTEXT(D6
),"Yes","No")=Yes
Arcus IF(ISTEXT(D7),"Yes","No")=Ye
s
Arcus IF(ISTEXT(D8),"Yes","No")=Ye
s
Attori, Gregory Gregory Attorri NY 10022 IF(ISTEXT(D9
),"Yes","No")=Yes
Augenblick, Andy Andy Augenblick New York NY 10021 IF(I
STEXT(D10),"Yes","No")=Yes
Barry, Mitchell Mitchell Barry New York NY 1000
1 IF(ISTEXT(D11),"Yes","No")=Yes
BBR Partners Todd Whitenack New York NY 1001
7 IF(ISTEXT(D12),"Yes","No")=Yes
Beller, Harry Harry Beller M IF(ISTEXT(D13),"Yes","No")=Y
es
Bhalla, Ajay Ajay Bhalla IF(ISTEXT(D14),"Yes","No")=No
Blank David Homrich 30347 IF(ISTEXT(D1
5),"Yes","No")=Yes
Blue Mountain Peter Greatrex MI 10017 IF(I
STEXT(D16),"Yes","No")=Yes
Bluestem LLC IF(ISTEXT(D17),"Yes"
,"No")=Yes
Brandis, Steve Steve Brandis II IF(ISTEXT(D1
8),"Yes","No")=Yes
Bright Group Darren Campf MI IF(ISTEXT(D1
9),"Yes","No")=Yes
Bulloch, Roger Roger Bulloch II IF(ISTEXT(D20),"Yes","No")=No
Caruso Affiliated Kelly Masuda MI IF(I
STEXT(D21),"Yes","No")=Yes
Caruso, Richard Gary Deilella II
IF(ISTEXT(D22),"Yes","No")=Yes
Caruso, Richard Richard Caruso II 1908
5 IF(ISTEXT(D23),"Yes","No")=Yes
Cavalry Andrew Zaro IF(ISTEXT(D24),"Yes","No")=No
CFM Rob IN IF(ISTEXT(D2
5),"Yes","No")=Yes
CFM Tim Sarhatt MI IF(I
STEXT(D26),"Yes","No")=Yes
Cline, Michael Michael Cline MI IF(ISTEXT(D2
7),"Yes","No")=Yes
Cold Spring Harbor Laboratory Dill Ayres MI
4 IF(ISTEXT(D2B),"Yes","No")=Yes
Cold Spring Harbor Laboratory Richard Leeds
0 IF(ISTEXT(D29),"Yes","No")=Yes
Coleman, Gail Gail Coleman II IF(I
STEXT(D30),"Yes","No")=Yes
Cox, Berry Cox Partners OM IF(ISTEXT(D3
1),"Yes","No")=Yes
Cross, Lisa Adreinne Cannella 1151
0 IF(ISTEXT(D32),"Yes","No")=Yes
Crystal, Jonathan Jonathan Crystal II
IF(ISTEXT(D33),"Yes","No")=Yes
Cummings Matt Ireland IF(ISTEXT(D34),"Yes","No")=No
Danziger, Thomas Thomas Danziger II IF(I
STEXT(D35),"Yes","No")=Yes
Dart Management Sharon Cornwell
II KY1-1206 IF(ISTEXT(D36),"Yes , No )=Yes
Shamrock Greg Martin IF(ISTEXT(D3
7),"Yes","No")=Yes
IF(ISTEXT(D38),"Yes","No")=Y
es
Dorrance Family Clint Gossage IF(ISTEXT(D39),"Yes","No")=No
Dorrance Family Jason Stiles IF(ISTEXT(D40),"Yes","No")=No
Duncan Investments Gregg Hammer
2 IF(ISTEXT(D41),"Yes","No")=Yes
Dzialga, Kirsten a Mark Kristen Dzialga
STEXT(D42),"Yes","No")=Yes
Edge MIMI
MIMI IF(I
IF(ISTEXT(D43),"Yes","No")=Y
EFTA01437599
es
Edge
es
Edge
es
Ehrenkraz, Pamela Pamela Ehrenkranz
STEXT(D46),"Yes","No")=Yes
Elysium Management Brad Wechsler
1 IF(ISTEXT(D47),"Yes","No")=Yes
Essig Erin Enright
,"No")=Yes
EverWatch Financial Frohman Anderson
06830 IF(ISTEXT(D49),"Yes","No")=Yes
EverWatch Financial Joe Monaco
O IF(ISTEXT(D50),"Yes","No")=Yes
EverWatch Financial Matt Womble
O IF(ISTEXT(D51),"Yes","No")=Yes
EverWatch Financial Tyler Webb
O IF(ISTEXT(D52),"Yes","No")=Yes
Falk, Charles Charles Falk
,"No")=Yes
Fine, Lonnie Lonnie Fine
,"No")=Yes
Fitzgibbons, John John Fitzgibbons
IF(ISTEXT(D55),"Yes","No")=Yes
Ford
Forrestal Capital Annette Franqui
7),"Yes","No")=Yes
Forrestal Capital Jonathan Fischer
STEXT(D58),"Yes","No")=Yes
Gaslow, Lawrence Peter Gaslow
6 IF(ISTEXT(D59),"Yes","No")=Yes
General Atlantic Gene Lynch IF(ISTEXT(D60),"Yes","No")=No
General Atlantic Family Office Rich Gold
IF(ISTEXT(D61),"Yes","No")=Yes
Georgetown U
,"No")=Yes
Getz Family Mike Olsen
3 IF(ISTEXT(D63),"Yes","No")=Yes
Glenmede
,"No")=Yes
Glickman, Donald Don Glickman
Granite Group Lyle Himebaugh III
6),"Yes","No")=Yes
Green, Alex Alex Green
7),"Yes","Now)=Yes
Guilford Company James
STEXT(D68),"Yes","No")=Yes
Highlander Partners Stanley Bould
STEXT(D69),"Yes","No")=Yes
Holterbosch, Heidi Heidi Holterbosch
STEXT(D70),"Yes","No")=Yes
Illig, Cliff Cliff Illig
1),"Yes","No")=Yes
Illig, Cliff Robb Heineman
STEXT(D72),"Yes","No")=Yes
Infinity Q
Infinity Q
Ironsides AM
es
Jain, Neil Neil Jain
6),"Yes","No")=Yes
Jesselson Capital Michael Jesselson
10019 IF(ISTEXT(D77),"Yes","No")=Yes
JL Squared Group
8),"Yes","No")=Yes
JL Squared Group
9),"Yes","No")=Yes
Keenan, William Howard William Keenan
0),"Yes","No")=Yes
Keiser, Jason Jason Keiser IF(ISTEXT(D81),"Yes","No")=No
Kelly, Judy Judy Kelly
STEXT(D82),"Yes","No")=Yes
Kimmel, Adam Adam Kimmel IF(ISTEXT(D83),"Yes","No")=No
Klein, Martin Martin Klein
4),"Yes","No")=Yes
Kristoff, Mark Mark Kristoff
STEXT(D85),"Yes","No")=Yes
Laffont, Philppe Philippe IF(ISTEXT(D44),"Yes","No")=Y
IF(ISTEXT(D45),"Yes","No")=Y
IF(I
MIMI
IF (ISTEXT (D48) , "Yes"
•
•
• 0683
0683
0683
IF(ISTEXT(D53),"Yes"
IF(ISTEXT(D54),"Yes"
IF(ISTEXT(D56),"Yes","NO")=Yes
IN IF(ISTEXT(D5
IF(I
•
IF (ISTEXT (D62), "Yes"
II MIMI
IF (ISTEXT (D64) , "Yes"
IF(ISTEXT(D65),"Yes","No")=No
IF(ISTEXT(D6
NO IF(ISTEXT(D6
IN IF(I
IN IF(I
IF(I
IF(ISTEXT(D7
IF(I
IF (ISTEXT (D73) , "Yes", "No") =Yes
IF (ISTEXT (D74) , "Yes", "No") =Yes
IF (ISTEXT (D75) , "Yes", "No• ) =Y
IF(ISTEXT(D7
IF(ISTEXT(D7
IF(ISTEXT(D7
IF(ISTEXT(D8
IF(I
IN IF(ISTEXT(D8
IF(I
IF(I
EFTA01437600
STEXT(D86),"Yes","No")=Yes
Larocca, Robert Robert Larocca
STEXT(D87),"Yes","No")=Yes
Lennar Bruce Gross
es
Levy, Jared Jared Levy
,"No")=Yes
Lindemann Family Eran Schreiber IF(ISTEXT(D90),"Yes","No")=NO
M20 Inc
,"No")=Yes
Makan, Divesh ICONIQ Capital LLC
1 IF(ISTEXT(D92),"Yes","No")=Yes
Makan, Divesh ICONIQ Capital LLC
1 IF(ISTEXT(D93),"Yes","No")=Yes
Makan, Divesh ICONIQ Capital LLC
1 IF(ISTEXT(D94),"Yes","No")=Yes
Makena Capital Management
STEXT(D95),"Yes","No")=Yes
Mariner Capital
es
Meister, Robert Bob Meister IF(ISTEXT(D97),"Yes","No")=No
Meister, Todd Todd Meister IF(ISTEXT(D98),"Yes","No")=No
Merage Richard Merage
STEXT(D99),"Yes","No")=Yes
Michael, Neal Neal Milch NY IF(ISTEXT(D100),"Yes","No")=No
Moriwaki, Gary S. Gary Moriwaki
7 IF(ISTEXT(D101),"Yes","No")=Yes
Murray, Thomas Thomas Murray IF(ISTEXT(D102),"Yes","No")=No
Murstein, Alvin Alvin Murstein New York NY
Murstein, Alvin Andrew Murstein New York NY
Nicholas Gosha Zandt IF(ISTEXT(D105),"Yes","No")=No
Nicholas Milo Gonzalez
STEXT(D106),"Yes","No")=Yes
Orix Bonnie Mitra
","No")=Yes
Parami Eric Attias
","No")=Yes
Parami Rahul Vaid
","No")=Yes
Pensler, Sandy Sandy
Peregrine Group
","No")=Yes
Persico, Anthony
Rose, Simon Simon
Schaefer, Marla Marla
Schmidt, Eric Chuck
STEXT(D115),"Yes","No")=Yes
Schmidt, Eric
","No")=Yes
Seelig, Mark Mark Seelig IF(ISTEXT(D117),"Yes","No")=No
SK Family Office Charles Britton IF(ISTEXT(D118),"Yes","No")=No
Slome, Ian Ian Slome
5 IF(ISTEXT(D119),"Yes","No")=Yes
Slome, Ian John Service
5 IF(ISTEXT(D120),"Yes","No")=Yes
Snyder, Daniel Karl Schreiber
21),"Yes","No")=Yes
Sonen Capital David Hood
STEXT(D122),"Yes","No")=Yes
Sonen Capital
","No")=Yes
Spruce Private Investors LLC
STEXT(D124),"Yes","No")=Yes
Spruce Private Investors LLC
STEXT(D125),"Yes","No")=Yes
Stiritz, William P. Lynn Morgan IF(ISTEXT(D126),"Yes","No")=No
Stiritz, William P. William Stiritz
27),"Yes","No")=Yes
Tharani, Haresh Haresh
Thomson Stefan Clulow
29),"Yes","No")=Yes
True North Advisors
30),"Yes","No")=Yes
United Company Lois
","No")=Yes
Vass Pipe Sonny
Wanek, Todd Joakim
Wanek, Todd Ken
Weiss, George George • IF(I
• IF (ISTEXT (D88) , "Yes", "NO") =Y
• IF (ISTEXT (D89) , "Yes"
• IF (ISTEXT (D91) , "Yes"
•
•
•
•
• IF (ISTEXT (D96) , "Yes", "NO")=Y
• IF(I
IF(ISTEXT(D103),"Yes","No")=No
IF(ISTEXT(D104),"Yes","No")=No
IF(I
IF(ISTEXT(D107),"Yes
• IF(ISTEXT(D108),"Yes
IF(ISTEXT(D109),"Yes
Pensler NY IF(ISTEXT(D110),"Yes","No")=No
Anthony Persico IF(ISTEXT(D112),"Yes","No")=No
Rose IF(ISTEXT(D113),"Yes","No")=No
Schaefer IF(ISTEXT(D114),"Yes","No")=No
Chai
•
Tharani IF(ISTEXT(D128),"Yes","No")=No
Clarke • IF(ISTEXT(D111),"Yes
IF(I
IF(ISTEXT(D116),"Yes
•
• MI
IF(ISTEXT(D1
• IF(I
IF(ISTEXT(D123),"Yes
•
• IF (I
IF (I
IF(ISTEXT(D1
IF(ISTEXT(D1
• IF(ISTEXT(D1
IF(ISTEXT(D131),"Yes
Jain IF(ISTEXT(D132),"Yes","No")=No
Bergander IF(ISTEXT(D133),"Yes","No")=No
Jones IF(ISTEXT(D134),"Yes","No")=No
Weiss Hartford CT IF(ISTEXT(D135),"Yes","No")=No
EFTA01437601
White Deer Energy
Willett Advisors
Winston Advisors
MI
Yorktown Partners, LLC
10022 IF(ISTEXT(D139)
Yorktown Partners, LLC
Yorktown Partners, LLC
Zubillaga, Alex Alex
STEXT(D142),"Yes","No")
Zuckerberg, Lloyd
Andrew Farkas
Yes
Anup
Ari
Avi
Barry
Ben
Brian
Brooks
Bryan R.
Bryce Markus
Caroline
Cary Brody
Cathy Handley
Charles Krusen
Christopher
Colby Rollins
Curtis Conway
Daniel
David
David
David
David Patel IF
Glass IF
Kestenbaum
Bloom
Rechler IF
Blechman
Duncan IF
Lawrence
IF(ISTEXT(D153),
Conegliano
IF(ISTEXT(D155),
IF(ISTEXT(D156),
IF(ISTEXT(D157),
Goldberg
IF(ISTEXT(D159),
IF(ISTEXT(D160), Kristin IF(ISTEXT(D136),"Yes","No")=No
Brad Briner New York NY
Christopher Donabedian
IF(ISTEXT(D138),"Yes","No")=Yes
Bryan H. Lawrence
,"Yes","No")=Yes
George Petrides IF
Peter Leidel NY IF
Zubillaga
=Yes
Lloyd Zuckerberg IF IF(ISTEXT(D137),"Yes","No")=No
(ISTEXT(D140),"Yes","No")=No
(ISTEXT(D141),"Yes","No")=No
• IF (I
(ISTEXT(D143),"Yes","No")=No
MI IF(ISTEXT(D144),"Yes","No")=
(ISTEXT(D145),"Yes","No")=No
(ISTEXT(D146),"Yes","No")=No
IF(ISTEXT(D147),"Yes","No")=No
MO
(ISTEXT(D149),"Yes","No")=No
IF(ISTEXT(D150),"Yes","No")=No
(ISTEXT(D151),"Yes","No")=No
IF(ISTEXT(D152)
"Yes","No")=No
IF(ISTEXT(D154)
"Yes","No")=No
"Yes","No")=No
"Yes","No")=No
IF(ISTEXT(D158)
"Yes","No")=No
"Yes","No")=No "Yes","No")=No
"Yes","No")=No
"Yes","No")=No
Heflin IF(ISTEXT(D161),"Yes","No")=No
Manlowe IF(ISTEXT(D162),"Yes","No")=No
Angstreich IF(ISTEXT(D163),"Yes","No")=No
Halliwill IF(ISTEXT(D164),"Yes","No")=No
Cooper IF(ISTEXT(D165), Yes , No )=No
David Mitchell IF(ISTEXT(D166),"Yes","No")=No
David Deutsch IF(ISTEXT(D167),"Yes","No")=No
Deepak Raj IF(ISTEXT(D168),"Yes","No")=No
Edouard Gerschel IF(ISTEXT(D169),"Yes","No")=No
Erik Moody IF(ISTEXT(D170),"Yes","No")=No
Inder Sodhi IF(ISTEXT(D171),"Yes","No")=No
Ira Halperin IF(ISTEXT(D172),"Yes","No")=No
Jamie Smith IF(ISTEXT(D173),"Yes","No")=No
Jeff Kirwood IF(ISTEXT(D174),"Yes","No")=No
Jeffrey Coopersmith IF(ISTEXT(D175),"Yes","No")=No
John Straus IF(ISTEXT(D176),"Yes","No")=No
John Barber IF(ISTEXT(D177),"Yes","No")=No
John Lummis IF(ISTEXT(D178),"Yes","No")=No
Jonathon Botwinick IF(ISTEXT(D179),"Yes","No")=No
Julie Richardson IF(ISTEXT(D180),"Yes","No")=No
Kevin Ryan IF(ISTEXT(D181),"Yes","No")=No
Lara Brody IF(ISTEXT(D182),"Yes","No")=No
Lewis Ranieri IF(ISTEXT(D183),"Yes","No")=No
Lou Cortese MO
Louis Cailoa IF(ISTEXT(D185),"Yes","No")=No
Matt Serra IF(ISTEXT(D186),"Yes","No")=No
Mel Manion IF(ISTEXT(D187),"Yes","No")=No
Milton Cooper
88),"Yes","No")=Yes
Neil Blechman IF(ISTEXT(D189),"Yes","No")=No
Phillip Shefter IF(ISTEXT(D190),"Yes","No")=No
Rich Joslin IF(ISTEXT(D191),"Yes","No")=No
Richard Simon IF(ISTEXT(D192),"Yes","No")=No
Richard Merage IF(ISTEXT(D193),"Yes","No")=No
Robert Haier IF(ISTEXT(D194),"Yes","No")=No
Robert Hull TX IF(ISTEXT(D195),"Yes","No")=No
Ross Blechman IF(ISTEXT(D196),"Yes","No")=No
Russell Artzt IF(ISTEXT(D197),"Yes","No")=No
Russell Blank IF(ISTEXT(D198),"Yes","No")=No
Steven Blicht IF(ISTEXT(D199),"Yes","No")=No
Todd Angkatavanich IF(ISTEXT(D200),"Yes","No")=No
William Berkman
William McBride IF(ISTEXT(D202),"Yes","No")=No
Alan Kufeld
Yes
Catherine Moreatis IF(ISTEXT(D204),"Yes","No")=No
James Alterbaum IF(ISTEXT(D205),"Yes","No")=No
John Binko IF(ISTEXT(D206),"Yes","No")=No
54 Madison Partners Eric Murzyn
2 IF(ISTEXT(D207),"Yes","No")=Yes IF(ISTEXT(D148),"Yes","No")=Yes
IF(ISTEXT(D184),"Yes","No")=Yes
• IF(ISTEXT(D1
IF(ISTEXT(D201),"Yes","No")=Yes
IF(ISTEXT(D203),"Yes","No")=
•
EFTA01437602