Epstein Index›Documents›EFTA01510738
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510738: Client and Asset (DS10)

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This is a J.P. Morgan Private Bank account statement for Financial Trust Company Inc. at 270 Park Avenue, New York, NY 10017-2014, covering October 1-31, 2012. The statement lists account managers Paul Morris (Banker), Justin Nelson (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team), with sections covering equity holdings, cash and fixed income, and portfolio activity.

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📋 Key Excerpts3

PersonKeyword
Excerpt 1
Team Table of Contents Page Paul Morris Banker Account Summary 2 Justin Nelson Banker Holdings Paul Barrett Investment Specialist Equity 4 Janet Young **Client**
Excerpt 2
Service Team Cash & Fixed Income 5 Gina Magliocco **Client** Service Team Portfolio Activity 7 Online access www.jpmorganonline.com Please see disclosures
Excerpt 3
FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 10/1/12 to 10/31/12 **Asset** Account J.P.

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