1. Charles Lewis' Team: A Leading Bank Broker
Tiburon Research
January 25, 2019

2. Charles Lewis' Team Comments 2 Founded in XXXX Based in XXXX
Source: Tiburon Research & Analysis 2

3. Charles Lewis' Team History
Charles Lewis' Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases
Charles Lewis' Team
History
Charles Lewis' Team
Founded
Charles Lewis' Team
Today
Early
Phase
Middle
Phase
Recent
Phase
Approximate
Dates:
XXXX
XXXX - XXXX
XXXX - XXXX
XXXX
2019
Key Steps:
XXXX: Charles Lewis' Team founded
XXXX: --
XXXX: --
XXXX: --
Source: Tiburon Research & Analysis 3

4. Charles Lewis' Team was Founded in XXXX
Comments
Founded in XXXX
Based in XXXX
Source: Tiburon Research & Analysis 4

5. Charles Lewis' Team is Not a Frequent Advertiser
Comments --
Source: Tiburon Research & Analysis 5

6. Charles Lewis' Team Web Site
Charles Lewis' Team Has a Web Site with XXXX Core Sections, Including __
Charles Lewis' Team
Web Site
Charles Lewis' Team
Web Site -- -- -- -- - --
Source: Tiburon Research & Analysis 6

7. Charles Lewis' Team Has a Charitable Giving Program
Comments --
Source: Tiburon Research & Analysis 7

8. Charles Lewis' Team is Not a Frequent Acquirer
Comments --
Source: Tiburon Research & Analysis 8

9. Charles Lewis' Team Has Employees
Source: Tiburon Research & Analysis 9

10. Charles Lewis' Team Serves Clients
Source: Tiburon Research & Analysis 10

11. Charles Lewis' Team Has Gathered Accounts
Source: Tiburon Research & Analysis 11

12. Charles Lewis' Team Has an $___ Average Account Size
Source: Tiburon Research & Analysis 12

13. Charles Lewis' Team Has Gathered Assets Under Administration
($ Millions)
Source: Tiburon Research & Analysis 13

14. Charles Lewis' Team Generates Revenues
($ Millions)
Source: Tiburon Research & Analysis 14

15. Charles Lewis' Team Earns $___ Million
Net Profits
($ Millions)
Source: Tiburon Research & Analysis 15

16. Charles Lewis' Team Provides a Number of Services, Including…-- -- -- -- --
Source: Tiburon Research & Analysis 16

17. Charles Lewis' Team’s First Service is ___
Comments --
Source: Tiburon Research & Analysis 17

18. Charles Lewis' Team’s Second Service is ___
Comments --
Source: Tiburon Research & Analysis 18

19. Charles Lewis' Team is Led by …
Organizational Chart -- -- -- -- -- --
Source: Tiburon Research & Analysis 19

20. Charles Lewis' Team Has a Board of Directors Led by its Chairman…-- -- -- -- -- -- -- -- -- --
Source: Tiburon Research & Analysis

21. Charles Lewis' Team is Privately Owned
Comments --
Source: Tiburon Research & Analysis 21

22. Charles Lewis' Team Has Assets
($ Millions)
Source: Tiburon Research & Analysis 22 22 22

23. Charles Lewis' Team Has Liabilities
($ Millions)
Source: Tiburon Research & Analysis 23 23 23

24. Charles Lewis' Team Has Shareholders’ Equity
($ Millions)
Source: Tiburon Research & Analysis 24 24 24

25. Charles Lewis' Team Earns … Per Share
Earnings Per Share
Source: Tiburon Research & Analysis 25 25 25

26. Charles Lewis' Team Declares … Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27. Charles Lewis' Team Has a … Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28. Charles Lewis' Team’s Stock Price is …
Source: Tiburon Research & Analysis 28 28 28

29. Charles Lewis' Team Has … Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

30. Charles Lewis' Team’s Market Capitalization is …
($ Millions)
Source: Tiburon Research & Analysis 30 30 30

31. Charles Lewis' Team is Owned by ….
Ownership
By Owner
Source: Tiburon Research & Analysis 31 31 31

32. Charles Lewis' Team’s Stock Volume is….
Source: Tiburon Research & Analysis 32 32 32

33. 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