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EFTA01357691
ncial career in 1976 as an options trader at Bear Stearns and became a partneri n 1980. In 1982, Epstein founded his own financial management firm, J. Epstein & co., managing the assets of clients with more than a billion in net worth. In 1996, Epstein changed the name of his firm to The Financial Trust company
EFTA01358126
ch all alerts and alert clearances. RESOLVED some issues above were not resolved and there is a new issue below: 1. Please attach full searches on J. Epstein & co. as this was a company started and controlled by Mr. Epstein. To view the KYC click here https://na4.salesforce.com/S006000000otahSL CONFIDENTIAL -