Epstein File EFTA01501893: Client and Asset (DS10)

Epstein Index›Documents›EFTA01501893

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01501893: Client and Asset (DS10)

Financial RecordDate unavailableEFTA015018931 keyword hits

0

views

0

shares

0

reactions

0

persons

2

keywords

3

excerpts

JPMorgan Private Bank asset account statement for The Haze Trust covering September 1-30, 2011, located at 270 Park Avenue, New York, NY. The statement lists account manager Paul Morris (Banker), investment specialist Paul Barrett, and client service team members Janet Young and Gina Swetra, with sections for equity, cash and fixed income holdings, and portfolio activity.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client 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 Swetra **Client** Service Team Cash & Fixed Income 6 Portfolio Activity 9 Online access www.MorganOnline.com For important information regarding your

Excerpt 3

THE HAZE TRUST ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/11 to 9/30/11 **Asset** Account J.P.