Epstein File EFTA01492201: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492201: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014922011 keyword hits

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This is a monthly account statement from J.P. Morgan Financial Trust Company for the period May 1-31, 2011, for an asset account located at 270 Park Avenue, New York. The statement lists account managers Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Swetra (Client Service Team), and provides a detailed breakdown of holdings including equity, alternative assets, cash, fixed income, and other assets.

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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 212/464-0701 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Equity 4 Gina Swetra **Client** Service Team Alternative Assets 8 Cash & Fixed Income 10 Other Assets 17 Portfolio Activity 18 Online

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.