Epstein File EFTA01489250: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01489250: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014892501 keyword hits

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This document is a financial account statement from Financial Trust Company Inc. for the period May 1-31, 2010, located at 270 Park Avenue, New York, NY. It contains a table of contents and account summary prepared by the Morgan Team, listing holdings across multiple asset categories including equity, cash, fixed income, options, and foreign exchange contracts. The document identifies client service team members including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young, and William Doherty III.

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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 0000000505.00.0.23.RRRRR.BALER01.20100618 Asset