Epstein File EFTA01492178: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492178: Client, Financial Trust Company and Asset (DS10)

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This document is a JPMorgan Private Bank account statement for Financial Trust Company, Inc. for the period May 1-31, 2011, located at 270 Park Avenue, New York, NY. The statement lists holdings including equity, alternative assets, cash, fixed income, and other assets, managed by banker Paul Morris and investment specialists Paul Barrett and Gina Swetra.

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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 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Equity

Excerpt 2

4 Gina Swetra **Client** Service Team Alternative Assets 8 Cash & Fixed Income 10 Other Assets 17 Portfolio Activity 18 Online access www.MorganOnline.com

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 5/1/11 to 5/31/11 Asset Account J.P.