Epstein Index›Documents›EFTA01512754
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512754: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015127541 keyword hits
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JPMorgan Private Bank asset account statement for Financial Trust Company Inc., account Q78805001, at 270 Park Avenue, New York, NY 10017-2014, for March 1-31, 2010. The account is managed by banker Paul Morris with investment specialist Jeffrey Matusow and client service team members Janet Young and William Doherty III. The document includes account summary, holdings, and portfolio activity.

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📋 Key Excerpts4

PersonKeyword
Excerpt 1
Morgan Private Bank Team Table of Contents Page Paul Morris Banker Account Summary 2 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client**
Excerpt 2
Service Team Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 7 Online access www.MorganOnline.com Account Q78805001 Page
Excerpt 3
**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. Q78805001 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/10 to 3/31/10 Asset Account J.P.

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