Epstein File EFTA01489173: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01489173: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014891731 keyword hits

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This is a J.P. Morgan investment management account statement for the period May 1-31, 2010, for an account held under Financial Trust Company Inc at 270 Park Avenue, New York. The document lists account management personnel including banker Paul Morris and investment specialist Jeffrey Matusow, along with client service team members. It provides account summary, holdings, equity, cash/short-term, fixed income, options, and foreign exchange contract information.

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🔑 Evidence Keywords

client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Jeffrey Matusow Investment Specialist (212) 622-7053 Holdings Janet Young **Client**

Excerpt 2

Service Team (800) 634-1318 Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 5/1/10 to 5/31/10 0000000356.00.0.23.RRRRR.BALER01.20100608 Asset