Epstein File EFTA01490735: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01490735: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014907351 keyword hits

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This is a financial account statement from Financial Trust Company Inc. for the period July 1-31, 2010, showing portfolio holdings and account management by J.P. Morgan. The statement lists account managers including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team), and details equity, cash, fixed income, options, and foreign exchange positions. The account address is listed as 270 Park Avenue, New York, NY 10017.

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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

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Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 14 Other Assets 16 Portfolio

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT.