Epstein File EFTA01490248: Client and Financial Trust Company (DS10)

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Epstein File EFTA01490248: Client and Financial Trust Company (DS10)

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JPMorgan account statement for Financial Trust Company Inc. covering June 1-30, 2010, at 270 Park Avenue, New York. The statement includes portfolio holdings across equity, cash, short-term fixed income, options, and foreign exchange contracts, with assigned bankers and investment specialists managing the account.

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🔑 Evidence Keywords

client Financial Trust Company

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PersonKeyword

Excerpt 1

FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/10 to 6/30/10 0000001094.00.0.23.RRRRR.BALER01.20100715 **Client**

Excerpt 2

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

Excerpt 3

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