Epstein File EFTA01510514: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01510514: Client, Financial Trust Company and Asset (DS10)

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JPMorgan Private Bank account statement for Financial Trust Company Inc. (Account Q30171005) at 270 Park Avenue, New York, NY, covering April 1-30, 2012. The document lists the Morgan Team including banker Paul Morris, investment specialist Paul Barrett, and client service team members Janet Young and Gina Magliocco responsible for equity and cash/fixed income holdings. The statement provides account summary, holdings, and portfolio activity information.

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🔑 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 Cash & Fixed Income 5 Portfolio Activity 7 Online access www.jpmorganonline.com Please see disclosures located at

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. Q30171005 270 Park Avenue, New York, NY 10017-2014 For the Period 4/1/12 to 4/30/12 Asset Account J.P.