Epstein File EFTA01509817: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01509817: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015098171 keyword hits

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This is a JPMorgan Private Bank asset account statement for Financial Trust Company Inc. (Account Q30171005 at 270 Park Avenue, New York, NY 10017-2014) covering August 1-31, 2010. The statement lists Paul Morris as Banker, Jeffrey Matusow as Investment Specialist, and Janet Young and William Doherty III as Client Service Team contacts, and includes portfolio activity and cash information.

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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

Excerpt 2

Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com Account Q30171005 Page 1 of 12 Page

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. Q30171005 270 Park Avenue, New York, NY 10017-2014 For the Period 8/1/10 to 8/31/10 Asset Account J.P.