Epstein File EFTA01512932: Client, Financial Trust Company and Asset (DS10)

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Epstein File EFTA01512932: Client, Financial Trust Company and Asset (DS10)

Financial RecordDate unavailableEFTA015129321 keyword hits

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This document is a client account statement from J.P. Morgan Financial Trust Company, Inc. for the period of 12/1/10 to 12/31/10. The account management team includes banker Paul Morris, investment specialist Paul Barrett, and client service representatives Janet Young and William Doherty III. The statement covers account summary, holdings, cash and short-term positions, and portfolio activity for an account located at 270 Park Avenue, New York, NY.

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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**

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Service Team 800/634-1318 Cash and Short Term 4 William Doherty III **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com For important

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 12/1/10 to 12/31/10 Asset Account J.P.