Epstein File EFTA01512833: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512833: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015128331 keyword hits

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This document is a monthly account statement from JPMorgan Private Bank for Financial Trust Company, Inc., dated July 1-31, 2010, located at 270 Park Avenue, New York, NY. The statement includes an account summary, holdings information, and portfolio activity, with identified team members including banker Paul Morris, investment specialist Jeffrey Matusow, and client service representatives Janet Young and William Doherty III. The document provides account management and asset tracking information for the specified period.

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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 Jeffrey Matusow Investment Specialist Holdings Janet Young **Client** Service Team

Excerpt 2

Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com Account Page 1 of 11 Page 4 of 20

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 7/1/10 to 7/31/10 Asset Account J.P.