By Jim Weiker – Feb 17 2021 Read on dispatch.com Beverley Schottenstein isn’t exactly sure when she suspected her grandsons were cheating her. Perhaps it was when they shredded her bank statements. Or maybe it was when she discovered they had created an email account in her name. Or when she noticed hundreds of thousands of […]
Author Archive for: Cathy Schottenstein Pattap
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Entries by Cathy Schottenstein Pattap
By All Sides Staff – Feb 24, 2021 Click here to listen to the Audio Interview on Radio WOSU A financial industry arbitrator in early February sided with Beverley Schottenstein in an elder abuse case, ordering her two grandsons and JP Morgan Chase to pay her $19 million. Evan and Avi Schottenstein handled their grandmother’s […]
By Jake Martin – July 1, 2021 Two ex-J.P. Morgan Securities brokers claim their grandmother reneged on terms to resolve their high-profile, high-dollar intrafamily dispute and are seeking to enforce a $4 million settlement of the issues they say she wrongfully dragged back to court, according to new filings. Retail matriarch Beverley B. Schottenstein, 95, […]
By Jake Martin – June 9, 2021 Read the article on advisorhub.com Negotiations have broken down to settle a multimillion dollar, intrafamily dispute between retail matriarch Beverley B. Schottenstein and her grandsons, former J.P. Morgan Securities brokers accused of unauthorized trading in her account and elder abuse, according to a court filing. Attorneys for the […]
Feb. 9, 2021, by Jay Cridlin Read the full article on tampabay.com Beverly Schottenstein, part of an Ohio retail dynasty, had alleged her grandsons had improperly managed her money. A financial arbitration group has awarded nearly $19 million to a 94-year-old Bal Harbour woman who claimed her two grandsons, then brokers at JP Morgan Securities, mishandled […]
By Lynnley Browning – June 9, 2021 Read the article on financialplanning.com So much for trying to make amends with family. A multimillion-dollar battle has flared up again between a wealthy Florida grandmother and her two grandsons whom she accused of mishandling her money while working at J.P. Morgan Securities, a new court filing shows. […]
By Suzanne Woolley – Feb 17, 2021 Read the article on Bloomberg.com (Bloomberg) — You don’t have to be as rich as Brooke Astor for money to cause problems in the family. Whether it’s fights over inheritance or simply disagreements over how money has been invested, the pain and anger tends to be magnified when relatives […]
March 18, 2021 – By Pam Krueger Read the article on MarketWatch.com Regulations and reforms to protect investors aren’t working and need repair. This report misidentified the brokerage firm involved in the arbitration settlement. The story has been corrected. A recent story about a 94-year old woman whose grandsons criminally mismanaged her wealth is just […]
By Lynnley Browning – April 16, 2021 Read the article on financial planning.com The wealthy Florida grandmother who accused her two grandsons of mishandling her money while working at JPMorgan Chase apparently has a soft heart. Beverley Schottenstein, 94, has waged high-profile battles with the Wall Street bank and her financial advisors there — her […]
February 12, 2021 • Karen Demasters Read the article on fa-mag.com The matriarch of the billionaire Schottenstein family has been awarded $19 million by the Financial Industry Regulatory Authority for illegal trading in her accounts by J.P. Morgan Securities and two of her grandsons, Finra announced Feb. 5. The compensation is to be paid to […]