Richard Wald's Team: A Leading Broker at Merrill Lynch Tiburon Research February 2, 2019
Richard Wald's Team Comments 2 Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 2
Richard Wald's Team History Richard Wald's Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Richard Wald's Team History Richard Wald's Team Founded Richard Wald's Team Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX - 2019 2019 Key Steps: XXXX: Richard Wald's Team founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3
Richard Wald's Team was Founded in XXXX Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4
Richard Wald's Team is Not a Frequent Advertiser Comments -- Source: Tiburon Research & Analysis 5
Richard Wald's Team Web Site Richard Wald's Team Has a Web Site with XXXX Core Sections, Including __ Richard Wald's Team Web Site Richard Wald's Team Web Site -- -- -- -- - -- Source: Tiburon Research & Analysis 6
Richard Wald's Team Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 7
Richard Wald's Team is Not a Frequent Acquirer Comments -- Source: Tiburon Research & Analysis 8
Richard Wald's Team Has Employees Source: Tiburon Research & Analysis 9
Richard Wald's Team Serves Clients Source: Tiburon Research & Analysis 10
Richard Wald's Team Has Gathered Accounts Source: Tiburon Research & Analysis 11
Richard Wald's Team Has an $___ Average Account Size Source: Tiburon Research & Analysis 12
Richard Wald's Team Has Gathered Assets Under Administration ($ Millions) Source: Tiburon Research & Analysis 13
Richard Wald's Team Generates Revenues ($ Millions) Source: Tiburon Research & Analysis 14
Richard Wald's Team Earns $___ Million Net Profits ($ Millions) Source: Tiburon Research & Analysis 15
Richard Wald's Team Provides a Number of Services, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 16
Richard Wald's Team’s First Service is ___ Comments -- Source: Tiburon Research & Analysis 17
Richard Wald's Team’s Second Service is ___ Comments -- Source: Tiburon Research & Analysis 18
Richard Wald's Team is Led by … Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19
Richard Wald's Team Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis
Richard Wald's Team is Privately Owned Comments -- Source: Tiburon Research & Analysis 21
Richard Wald's Team Has Assets ($ Millions) Source: Tiburon Research & Analysis 22 22 22
Richard Wald's Team Has Liabilities ($ Millions) Source: Tiburon Research & Analysis 23 23 23
Richard Wald's Team Has Shareholders’ Equity ($ Millions) Source: Tiburon Research & Analysis 24 24 24
Richard Wald's Team Earns … Per Share Earnings Per Share Source: Tiburon Research & Analysis 25 25 25
Richard Wald's Team Declares … Dividends Per Share Source: Tiburon Research & Analysis 26 26 26
Richard Wald's Team Has a … Dividend Yield Source: Tiburon Research & Analysis 27 27 27
Richard Wald's Team’s Stock Price is … Source: Tiburon Research & Analysis 28 28 28
Richard Wald's Team Has … Shares Outstanding Source: Tiburon Research & Analysis 29 29 29
Richard Wald's Team’s Market Capitalization is … ($ Millions) Source: Tiburon Research & Analysis 30 30 30
Richard Wald's Team is Owned by …. Ownership By Owner Source: Tiburon Research & Analysis 31 31 31
Richard Wald's Team’s Stock Volume is…. Source: Tiburon Research & Analysis 32 32 32
Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33