Native American Wealth Manager

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FROM:

E

eschwerin@rosemontseneca.com

DATE:

2015-04-21 19:51:33

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<862CFEAE-CFC0-4097-BAD4-EEAEBF1F2BF3@rosemontseneca.com>

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TO:

A

Godfrey, Andrew <agodfrey@burnhamfinancial.com>

CC:

D

Devon Archer <darcher@rosemontseneca.com>

H

Hunter Biden <hbiden@rosemontseneca.com>

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Andrew-

I just spoke with Devon about this and he suggested I email you and him with more information. A friend of Hunter’s contacted us and wanted to introduce us to a Native American, Thomas Seneca, who runs his own wealth management business. This firm has not taken advantage of its minority/Native American owned status to win clients. Since Burnham has recently acquired the minority owned BD, we thought perhaps the person at Burnham who advised you on that transaction could talk to the Native American firm and give them some advice. The idea being of course that whatever they do would be in partnership with Burnham. Also, it would also be a good opportunity to expose Burnham products (mutual funds and trading) to this wealth management firm.

Can we set up a call with the right folks at Burnham and Mr. Seneca?

Let me know.

Thanks.

Best,

Eric


Eric D. Schwerin
Rosemont Seneca Partners, LLC
1010 Wisconsin Ave., NW
Suite 705
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com <x-msg://59/eschwerin@obblaw.com>
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