Epstein File EFTA01512776: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512776: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015127761 keyword hits

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This document is a monthly account statement from JPMorgan Private Bank for Financial Trust Company, Inc., dated April 1-30, 2010, located at 270 Park Avenue, New York, NY. The statement includes account summary, holdings, cash and short-term positions, and portfolio activity information, with identified team members including banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives Janet Young and William Doherty III. The account is identified as an asset account.

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🔑 Evidence Keywords

client Financial Trust Company asset

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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 12

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 4/1/10 to 4/30/10 Asset Account J.P.