Epstein File EFTA01512997: Client, Financial Trust Company and Asset (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01512997: Client, Financial Trust Company and Asset (DS10)

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JPMorgan Financial Trust Company account statement for the period March 1-31, 2011 showing portfolio holdings and asset management. The document lists client service team members including Paul Morris (Banker), Paul Barrett (Investment Specialist), Janet Young, and Pauline Esposito, and details cash, fixed income, and portfolio activity.

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🔑 Evidence Keywords

client Financial Trust Company asset

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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 Cash

Excerpt 2

& Fixed Income 4 Pauline Esposito **Client** Service Team Portfolio Activity 6 Online access www.MorganOnline.com For important information regarding your

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY**, INC. ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 3/1/11 to 3/31/11 Asset Account J.P.