⚡IMPACT LEVEL 3 — NOTEWORTHY
Epstein File EFTA01523231: Ghislaine Maxwell, Sean Buckley and Buckley (DS10)
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Morgan Private Bank investment guidelines document listing banker James Buckley and investment officer Jason Bell with investment objectives focused on U.S. fixed income holdings.
👤 Named in This Document
🔑 Evidence Keywords
📋 Key Excerpts4
PersonKeyword
Excerpt 1
Morgan Private Bank Team
Banker:
JAMES **BUCKLEY**
Investment Officer:
JASON BELL
Investment Guidelines
Investment Objective:
ALL US Fixed Income
ALL US Fixed
Excerpt 2
Private Bank Team
Banker:
JAMES BUCKLEY
Investment Officer:
JASON BELL
Investment Guidelines
Investment Objective:
ALL US Fixed Income
ALL US Fixed Income
**Asset**
Excerpt 3
Category
Normal
Min
Max
Cash & Short Term
2.00
US Fixed Income
98.00
Total Fixed Income & Cash
100.00
100.00
100.00
Strategic Ranges, Normal **Asset** Allocation
📄 Original Document
📄
Read the full document (202 words)
Opens original DOJ file on justice.gov
View on Justice.gov ↗Source: U.S. Department of Justice
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