Epstein File EFTA01490863: Client and Financial Trust Company (DS10)

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Epstein File EFTA01490863: Client and Financial Trust Company (DS10)

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JPMorgan Private Bank account statement for Financial Trust Company Inc. covering July 1-31, 2010, with address at 270 Park Avenue, New York, NY 10017-2014. The account management team included banker Paul Morris, investment specialist Jeffrey Matusow, and client service team members Janet Young and William Doherty III. The statement details holdings in equity, cash, fixed income, options, foreign exchange contracts, and other assets.

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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 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 14 Other Assets 16 Portfolio

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 7/1/10 to 7/31/10 0000000184.00.0.23.RRRRR.BALER01.20100817 Asset