Epstein File EFTA01492483: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492483: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014924831 keyword hits

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This is a JP Morgan Financial Trust Company account statement (Account W23560001) for the period November 1-30, 2011, located at 270 Park Avenue, New York. The document is a portfolio summary prepared by the Morgan Team, including banker Paul Morris, investment specialists Paul Barrett and Jeffrey Matusow, and client service team members Janet Young and Gina Magliocco. It provides holdings across equity, alternative assets, cash, and fixed income categories.

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client Financial Trust Company asset JP Morgan

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Excerpt 1

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

Excerpt 2

4 Gina Magliocco **Client** Service Team Alternative Assets 8 Cash & Fixed Income 10 Portfolio Activity 17 Online access www.MorganOnline.com Please see disclosures

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. W23560001 270 Park Avenue, New York, NY 10017-2014 For the Period 11/1/11 to 11/30/11 Asset Account J.P.