Epstein File EFTA01509781: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01509781: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015097811 keyword hits

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JPMorgan Private Bank asset account statement for Financial Trust Company Inc. covering July 1-31, 2010, held at 270 Park Avenue, New York (Account Q30171005). The account was managed by banker Paul Morris, investment specialist Jeffrey Matusow, and client service team members Janet Young and William Doherty III. The document provides account summary, holdings, cash positions, and portfolio activity.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

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

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800/634-1318 Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com Account Q30171005 Page

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. Q30171005 270 Park Avenue, New York, NY 10017-2014 For the Period 7/1/10 to 7/31/10 Asset Account J.P.