8
Total Mentions
8
Documents
7
Connected Entities
Organization referenced in documents
EFTA01371018
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01371266
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01372562
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01373885
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01375269
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01379777
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01380801
(DB) • CFA and CAIA charterholder. Series 7,9,10,24,63 licenses JP Morgan Investment Bank (1998-2002) • Debt capital markets/structured credit Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s
EFTA01381248
Credit Suisse Investment Bank (2002-2014) • Equity derivatives, structured investments, liquid alternatives • Covered private clients (via CS private bank) for 12yrs • Ran s

Paul Morris
PersonAmerican private wealth banker, Managing Director at Deutsche Bank and later Merrill Lynch, managed Jeffrey Epstein's banking accounts
CS private bank
OrganizationOrganization referenced in documents
Asset Mgmt
OrganizationOrganization referenced in documents
JP Morgan Investment Bank
OrganizationOrganization referenced in documents

Martha Stewart
PersonAmerican businesswoman, writer, TV personality (born 1941)

Stewart Oldfield
PersonDeutsche Bank Wealth Management director, relationship manager for Epstein entities
Steven Mattus
PersonPerson referenced in documents