Epstein File EFTA01512911: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512911: Client, Financial Trust Company and Asset (DS10)

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This is a J.P. Morgan investment management account statement for the period November 1-30, 2010, for an account held under Financial Trust Company Inc at 270 Park Avenue, New York. The document lists account management personnel including banker Paul Morris and investment specialist Paul Barrett, along with client service team members. It provides account summary, holdings, cash/short-term information, and portfolio activity details.

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client Financial Trust Company asset

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PersonKeyword

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

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and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com For important information regarding your

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 11/1/10 to 11/30/10 Asset Account J.P.