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an American financier and registered sex offender in the United States. He worked at Bear Stearns early in his career and then formed his own firm, J. Epstein & Co. In 2008, Epstein was convicted of soliciting an underage girl for prostitution, for which he served 13 months in prison. He lives in the US Virgin
2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number Relationship Team: ISG: Brian Harrington DPM:
h-net-worth clients on tax strategies. In 1980 Epstein became a partner at Bear Stearns. In 1982, Epstein founded his own financial management firm, J. Epstein & Co., managing the assets of clients with more than $1 billion in net worth. In 1987, Leslie Wexner, founder and chairman of Ohio-based The Limited chai
2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: Andrew Kin
h-net-worth clients on tax strategies. In 1980 Epstein became a partner at Bear Stearns. In 1982, Epstein founded his own financial management firm, J. Epstein & Co., managing the assets of clients with more than $1 billion in net worth. In 1987, Leslie Wexner, founder and chairman of Ohio-based The Limited chai
2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: DPM: KCP
h-net-worth clients on tax strategies. In 1980 Epstein became a partner at Bear Stearns. In 1982, Epstein founded his own financial management firm, J. Epstein & Co., managing the assets of clients with more than $1 billion in net worth. In 1987, Leslie Wexner, founder and chairman of Ohio-based The Limited chai
2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number: 00000427075 Relationship Team: ISG: DPM: KCP
h-net-worth clients on tax strategies. In 1980 Epstein became a partner at Bear Stearns. In 1982, Epstein founded his own financial management firm, J. Epstein & Co., managing the assets of clients with more than $1 billion in net worth. In 1987, Leslie Wexner, founder and chairman of Ohio-based The Limited chai
2018 Account Planning RM contribution Relationship Name: Southern Financial Banker Team: Stewart Oldfield GCIS Number: Relationship Team: ISG: Andrew King DPM: Paul
Entities connected to both J. Epstein & Co. and Account Planning

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Financial Trust Company
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