Epstein File EFTA01489849: Client and Financial Trust Company (DS10)

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Epstein File EFTA01489849: Client and Financial Trust Company (DS10)

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This document is a J.P. Morgan investment account statement for Financial Trust Company Inc, located at 270 Park Avenue, New York, covering the period June 1-30, 2010. The statement lists account managers including Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team). The document provides a table of contents for portfolio holdings including equity, cash, fixed income, options, foreign exchange contracts, and other assets.

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client Financial Trust Company

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Excerpt 1

FINANCIAL TRUST COMPANY INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/10 to 6/30/10 0000000440.00.0.23.RRRRR.BALER01.20100716 **Client**

Excerpt 2

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

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Equity 4 William Doherty III **Client** Service Team Cash and Short Term 6 Fixed Income 8 Options 11 Foreign Exchange Contracts 15 Other Assets 17 Portfolio