Epstein File EFTA01493121: Client, Financial Trust Company and Asset (DS10)

Epstein Index›Documents›EFTA01493121

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01493121: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA014931211 keyword hits

1

views

0

shares

0

reactions

0

persons

3

keywords

4

excerpts

JPMorgan Private Bank asset account statement for Financial Trust Company Inc. covering June 1-30, 2012, held at 270 Park Avenue, New York (Account W23560001). The account was managed by banker Paul Morris, investment specialist Paul Barrett, and client service team members Janet Young and Gina Magliocco. The document includes equity holdings, alternative assets, cash and fixed income positions, and portfolio activity.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

client Financial Trust Company asset

📋 Key Excerpts4

PersonKeyword

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 9 Cash & Fixed Income 12 Portfolio Activity 20 Online access www.jpmorganonline.com Please see

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. W23560001 270 Park Avenue, New York, NY 10017-2014 For the Period 6/1/12 to 6/30/12 Asset Account J.P.