Epstein File EFTA01489536: Client, Financial Trust Company and Asset (DS10)

Epstein Index›Documents›EFTA01489536

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01489536: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014895361 keyword hits

1

views

0

shares

0

reactions

0

persons

4

keywords

4

excerpts

This is a JP Morgan Financial Trust Company account statement for the period June 1-30, 2010, located at 270 Park Avenue, New York. The document is a portfolio summary prepared by the Morgan Team, including bankers Paul Morris and Jeffrey Matusow, and client service team members Janet Young and William Doherty III. It provides a table of contents covering equity holdings, cash, fixed income, options, foreign exchange contracts, and other assets.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset JP Morgan

📋 Key Excerpts4

PersonKeyword

Excerpt 1

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

Excerpt 2

Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 16 Other Assets 18 Portfolio

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/10 to 6/30/10 Asset Account J.P.