Epstein File EFTA01488557: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01488557: Client, Financial Trust Company and Asset (DS10)

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This document is a J.P. Morgan Private Bank account statement for Financial Trust Company Inc. covering the period March 1-31, 2010, for an asset account located at 270 Park Avenue, New York, NY 10017-2014. The statement lists the account management team including banker Paul Morris, investment specialist Jeffrey Matusow, and client service team members Janet Young and William Doherty III, with sections covering holdings, equity, cash, fixed income, options, and foreign exchange contracts.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Morgan Private Bank Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client**

Excerpt 2

Service Team Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 13 Other Assets

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/10 to 3/31/10 Asset Account J.P.