Florida grandma heats up $10 million fight against former JPM brokers – her grandsons
A wealthy Florida grandmother has intensified her legal battle to force two former brokers at J.P. Morgan Securities — her grandsons — to pay her at least $10 million as ordered by regulators for unauthorized trading in her accounts.
Growing Up Schottenstein: The Blessing and Burden of Belonging to Columbus’ Last Dynasty
The inside story of Columbus’ most extraordinary family and the challenges facing its next generation.
Criminal Podcast – Family Money
When Beverley Schottenstein’s husband Alvin died, she and her children sold their stake in his family’s business, worth an estimated 90 million dollars. Family relationships got complicated. It was hard to know who to trust. And what happened next surprised everyone.
Cathy Schottenstein Blog:
The Systematic Abuse of Britney Spears
Psychology of Aging podcast:
Elder Financial Abuse by Family Members: Schottenstein Family Story
Advisor Hub Article:
Schottenstein Settlement Talks Fizzle; Grandmother Reopens Case Against Ex-J.P. Morgan Brokers
Protecting Elders from Abuse is a Global Problem
Women Beyond a Certain Age Podcast:
Featuring Beverley and Cathy Schottenstein
Bloomberg Wealth Article:
At 93, She Waged War on JPMorgan—and Her Own Grandsons
Isolation and Loneliness Among Elder Americans Must Be Addressed
citywire.com article:
Finra bars ex-JP Morgan broker after grandmother’s $19m arb award
Cathy Schottensteing Blog Entry:
My Grandma is a 94-Year-Old #MeToo Warrior
Cathy Schottenstein Blog Entry:
Institutional Malfeasance: Another Ugly Form of Elder Abuse
WOSU Audio Interview:
The Schottenstein Family And Elder Abuse
Tampa Bay Times Article:
Florida woman, 94, wins $19 million fraud ruling against JP Morgan, grandsons.
MarketWatch.com Article:
Opinion: It’s time to stop calling brokers ‘financial advisers’.
My 94-Year-Old Grandmother Wants to Wake Us All Up to the Tragedy of Elder Abuse
My 94-Year-Old Nanny Was Defrauded of Millions. Family: We Did Nothing Wrong!
InvestmentNews.com Article:
Finra arbitrators order J.P. Morgan, former brokers to pay $19 million
Financial-Planning.com article:
Grandma wins $19M case against J.P. Morgan and 2 advisors (her grandsons)
CityWireUSA Article:
Grandmother wins $19m arb award from JPM and grandchildren.
Schottenstein Settlement Nixed by Judge as High-Dollar Family Fight Rolls On
The dispute between retail matriarch Beverley Schottenstein and her grandsons, former J.P. Morgan Securities brokers Evan and Avi Schottenstein, last week entered a new chapter that revived the threat of higher liabilities for the two brothers fighting with their grandmother.
JPMorgan Ex-Brokers Fight Grandma in Court, Seeking Her Silence
A 95-year-old Florida woman who won an arbitration fight against her banker grandsons is now battling them in court — seeking to collect the award, and also to preserve her ability to speak freely about her experience.
A Life’s Story Podcast Part 1 & 2
Lies, fraud and just plain ripped off. This week on the first episode of the two-part season finale of A Life’s Story, our host Leslie Gold sits down with Beverley Schottenstein, a 94 year old woman who was defrauded by her two grandsons.
AdvisorHub.com article:
Ex-J.P. Morgan Brokers Push for $4-Mln Settlement with Grandmother in Schottenstein Case
FinancialPlanning.com article:
Wealthy Florida grandma reignites multimillion-dollar battle against two former JPM brokers — her grandsons
Forbes.com article:
The Grandmother Who Won Her Elder Fraud Case Against Her Grandsons
Friends Talk Money Podcast
Elder financial abuse? Not on my watch! Beverley Schottenstein tells her story.
Part Two
Behind the scenes: What is was like to work with Bloomberg News
Free News Live Article:
In the US, a 94-year-old millionaire punished her grandchildren for embezzling her capital.
Advisorhub.com article
Ex-J.P. Morgan Brokers Seek to Vacate $19-Mln Award, Cite Napping Arbitrators on Zoom
Bloomberg Wealth article:
Ex-JPMorgan Broker Accused of Bilking Grandma Gets Trading Ban
TheNews-Messenger.com article:
Illustration of difference between public, private shown in case of 93-year-old
The Columbus Dispatch Article:
Schottenstein family dispute erupts in Florida with charges of elder abuse, financial fraud in $80 million estate
How to Keep Money From Destroying Your Family Relationships
A ‘Dawning’ Instinct Sheds Light in a Dark Place
AdvisorHub.com Article:
Family Affair: Panel Orders J.P. Morgan, Ex-Brokers to Pay $19 Million to Grandmother
Elder Abuse Impacts the Famous and Non-Famous Alike
Columbus Dispatch Article:
Historic coverage of the Schottenstein family
Making the painful decision to testify against my cousins.
