Epstein File EFTA01493043: Client and Financial Trust Company (DS10)

Epstein Index›Documents›EFTA01493043

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01493043: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014930431 keyword hits

0

views

0

shares

0

reactions

0

persons

3

keywords

3

excerpts

This document is a monthly account statement from J.P. Morgan Financial Trust Company Inc. (Account 270 Park Avenue, New York, NY 10017-2014) for the period May 1-31, 2012. The statement details an Asset Account with holdings in equity, alternative assets, and cash/fixed income positions, managed by banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and Gina Magliocco. Online access was available through www.jpmorganonline.com.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts3

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 9 Cash & Fixed Income 10 Portfolio Activity 18 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 5/1/12 to 5/31/12 Asset Account J.P.