Raw source

Date: 2026-09-07
Title: Re: FORMAL NOTICE: Unresolved overcharging issue since 2018 — Brandon Drespling to Raya and Rob Zakir
Source: mail:///messages/AAMkAGE2Nzc1MTNkLTA2MDUtNDc4MC1hNDg4LTcwZDk4OTg5NzU2MwBGAAAAAACzaNa_9qnVRYNdYXfKyCC_BwAGiQQE9_gzSoKwwf79iYOuAAAAAAEMAAAGiQQE9_gzSoKwwf79iYOuAAKwJWBBAAA=
What this is: Email body as read through the Outlook connector, HTML stripped. Only Brandon's new message of 2026-09-07 11:53 AM ET is reproduced; the quoted Derek reply of 2026-09-03 and Raya's original notice of 2026-09-02 are already held in records/raw/2026-09-03_Derek-Zakir-Brandon_email_Formal-Notice-Fee-Response_email.md.

From: Brandon Drespling <brandond@triumphcapitalmanagement.com>
Sent: Monday, September 7, 2026 11:53 AM ET
To: Raya Zakir <raya@olivesd.com>; Rob Zakir <rob@olivesd.com>
Cc: Jeffrey Thomas <jt@triumphcapitalmanagement.com>; Derek N. Eichenwald <dereke@triumphcapitalmanagement.com>
Subject: Re: FORMAL NOTICE:  Unresolved overcharging issue since 2018

Hello Raya and Rob,

I wanted to confirm that your email has been received and that I am personally reviewing the matter alongside our Compliance Department.

We take your concerns very seriously and have already begun a detailed review of the fees charged to your accounts, including the applicable advisory agreement and our internal records.

Once our review is complete, we will provide you with the information you requested, along with the results of our review, an appropriate resolution, and next steps. This is a top priority, and we will complete our review as promptly as possible.

In the meantime, please feel free to contact me directly with any additional questions or information you believe may be relevant. My contact information is included below.

Thank you,

Brandon Drespling
President, Triumph Capital Management
Main: 720-399-5555 | Direct: 720-399-5552 | Cell: 720-257-8251

[Quoted below in the original: Derek N. Eichenwald's reply of Thursday, September 3, 2026 10:14 AM, and Raya Zakir's FORMAL NOTICE of Wednesday, September 2, 2026 8:44 PM. Both are held verbatim in the 2026-09-03 raw file.]