Epstein File EFTA01490682: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01490682: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014906821 keyword hits

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This is a financial account statement from Financial Trust Company Inc. for the period July 1-31, 2010, for an account at 270 Park Avenue, New York, NY 10017-2014. The document includes account summaries, holdings, equity, cash, fixed income, options, foreign exchange contracts, and other assets, prepared by the Morgan Team including banker Paul Morris, investment specialist Jeffrey Matusow, and client service team members Janet Young and William Doherty III.

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client Financial Trust Company asset

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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 (Reviewed) For the Period 7/1/10 to 7/31/10 Asset Account J.P.