Epstein File EFTA01490821: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01490821: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014908211 keyword hits

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This is a client asset account statement from J.P. Morgan Private Bank for Financial Trust Company Inc. for the period July 1-31, 2010. The statement lists account managers including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young, and William Doherty III (Client Service Team). The document provides a detailed breakdown of portfolio holdings including equity, cash, fixed income, options, foreign exchange contracts, and other assets at the New York location.

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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.