Epstein Index›Documents›EFTA01513060
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01513060: Client, Financial Trust Company and Asset (DS10)

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This document is a J.P. Morgan account statement for Financial Trust Company Inc. covering June 1-30, 2011, located at 270 Park Avenue, New York. The statement includes account summaries, holdings, and portfolio activity managed by banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young, Gina Swetra, and Pauline Esposito. The document provides online access and details on cash and fixed income holdings.

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PersonKeyword
Excerpt 1
Morgan Team Table of Contents Page Paul Morris Banker Account Summary 2 Paul Barrett Investment Specialist Holdings Janet Young **Client** Service Team Cash
Excerpt 2
& Fixed Income 4 Gina Swetra **Client** Service Team Portfolio Activity 6 Pauline Esposito **Client** Service Team Online access www.MorganOnline.com For important
Excerpt 3
**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/11 to 6/30/11 Asset Account J.P.

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