Epstein File EFTA01491075: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01491075: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014910751 keyword hits

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This document is a financial account statement from Financial Trust Company Inc. located at 270 Park Avenue, New York, NY, covering the period July 1-31, 2010. The statement includes portfolio holdings managed by the Morgan Team, with named personnel including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team). The document details asset allocations across equity, cash, fixed income, options, foreign exchange contracts, and other holdings.

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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. 270 Park Avenue, New York, NY 10017-2014 For the Period 7/1/10 to 7/31/10 0000000187.000.23.RRRRR.BALER01.20100813 Asset