Epstein File EFTA01489213: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01489213: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014892131 keyword hits

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JPMorgan Private Bank account statement for Financial Trust Company, Inc. covering the period 5/1/10 to 5/31/10. The document lists banker Paul Morris, investment specialist Jeffrey Matusow, and client service team members Janet Young and William Doherty III. The account at 270 Park Avenue, New York, NY 10017 includes holdings in equity, cash, fixed income, options, foreign exchange contracts, and other assets.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

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

Excerpt 2

Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 15 Other Assets 17 Portfolio

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 0000000343.00.0.23.RRRRR.BALER01.20100607 Asset