Epstein File EFTA01489410: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01489410: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014894101 keyword hits

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This document is a monthly account statement from J.P. Morgan Financial Trust Company Inc. for the period May 1-31, 2010, located at 270 Park Avenue, New York. The statement lists service team members Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service), and William Doherty III (Client Service), with holdings organized by asset type including equity, cash and short-term, 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 16 Other Assets 18 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 Asset Account J.P.