Epstein File EFTA01492633: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01492633: Client and Financial Trust Company (DS10)

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This is a monthly account statement from J.P. Morgan Financial Trust Company for the period December 1-31, 2011, for an asset account located at 270 Park Avenue, New York. The statement lists account managers Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young (Client Service Team), and Gina Magliocco (Client Service Team), and provides a detailed breakdown of holdings including equity, alternative assets, cash, fixed income, and other assets with portfolio activity.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Morgan Team Table of Contents Page Paul Morris Banker 212/464-0701 Account Summary 2 Paul Barrett Investment Specialist 212/622-2770 Holdings Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Equity 4 Gina Magliocco **Client** Service Team Alternative Assets 8 Cash & Fixed Income 9 Other Assets 16 Portfolio Activity 17

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 12/1/11 to 12/31/11 Asset Account J.P.