When journalist Tom Schoenberg, a longtime reporter for Bloomberg News, was contacted by a family friend about my grandma’s upcoming trial against her grandsons Evan and Avi and their former employer J.P. Morgan, he reached out to better understand the dynamics of the legal proceedings. My first call with Tom took place on October […]
Bette Davis famously said, “Old age ain’t no place for sissies.” In fact, she had that phrase embroidered on a pillow. And the actress knew what she was talking about. After a celebrated career and multiple Academy Awards, her later years were marred by illness: recurrent breast cancer and then a stroke that distorted her […]
By Tom Schoenberg – February 17, 2021 Read the article on Bloomberg.com Click here to listen to the companion audio file for the Bloomberg article. Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So […]
By Tom Schoenberg April 13, 2021, 4:44 PM EDT Read the article on Bloomberg.com Evan Schottenstein refused to comply with watchdog probe. Adviser allegedly ripped off his wealthy grandma for fees. A former JPMorgan Chase & Co. financial adviser accused of trading his wealthy grandmother’s assets without her knowledge has been barred from working as […]
Feb 17, 2021 View the video and article on flipboard.com Beverley Schottenstein said two grandsons who managed her money at JPMorgan Chase & Co. forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson. View this video […]
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 […]
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 […]