Epstein File EFTA01488952: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01488952: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014889521 keyword hits

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This document is a J.P. Morgan account statement for Financial Trust Company Inc., account at 270 Park Avenue, New York, covering May 1-31, 2010. The statement includes account summaries, holdings across equity, cash and short-term assets, fixed income, options, and foreign exchange contracts. The account was managed by banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives Janet Young and William Doherty III.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Jeffrey Matusow Investment Specialist (212) 622-7053 Holdings Janet Young **Client**

Excerpt 2

Service Team (800) 634-1318 Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 5/1/10 to 5/31/10 0000000201.00.0.23.RRRRR.BALER01.20100621 Asset