Epstein File EFTA01509639: Client and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509639: Client and Asset (DS10)

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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 account personnel including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team), and shows holdings and portfolio activity for an asset account.

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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 Page 1 of 16

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.