Epstein Index›Documents›EFTA01492961
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492961: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014929611 keyword hits
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This is a J.P. Morgan Private Bank account statement for Financial Trust Company Inc. at 270 Park Avenue, New York, NY 10017-2014, covering April 1-30, 2012. The statement lists account managers Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team), and includes sections on equity holdings, alternative assets, cash and fixed income, and portfolio activity.

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📋 Key Excerpts4

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 Magliocco **Client** Service Team Alternative Assets 8 Cash & Fixed Income 9 Portfolio Activity 17 Online access www.jpmorganonline.com Please see
Excerpt 3
**FINANCIAL** **TRUST** **COMPANY** INC ACCT 270 Park Avenue, New York, NY 10017-2014 For the Period 4/1/12 to 4/30/12 Asset Account J.P.

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