Epstein File EFTA01509619: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509619: Client and Asset (DS10)

Financial RecordDate unavailableEFTA015096191 keyword hits

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This document is a JPMorgan Private Bank account statement for Financial Trust Company Inc. covering March 1-31, 2010. The statement lists the same account personnel as EFTA01509639 (Paul Morris, Jeffrey Matusow, Janet Young, and William Doherty III) and shows holdings and portfolio activity for an asset account at 270 Park Avenue, New York.

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🔑 Evidence Keywords

client asset Financial Trust Company

📋 Key Excerpts3

PersonKeyword

Excerpt 1

Morgan Private Bank Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client**

Excerpt 2

Service Team Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 7 Online access www.MorganOnline.com Account 0 Page 1 of

Excerpt 3

FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/10 to 3/31/10 **Asset** Account J.P.