Peter Epstein Email & Phone Number

Peter is a Managing Director, Alternatives, and is responsible for partnering with RIAs, multi-family offices, and wealth management firms as they look to grow and expand their Alternatives allocations.Prior to Allocate, Peter spent 11 years at J.P. Morgan Asset & Wealth Management, including 7 years within J.P. Morgan Asset Management’s Global Alternatives group. As an Executive Director, Alternatives Product Specialist, Peter led J.P. Morgan’s efforts in designing, building, and managing multi-Alternatives solutions, as well as helping to launch J.P. Morgan's distribution of Alternatives to RIAs and wealth management firms. This included leading J.P. Morgan’s partnership with iCapital Network in 2018. Peter previously was a Management Associate, working directly for the Head of J.P. Morgan Global Alternatives. Peter started his career at J.P. Morgan’s Private Bank in 2012, where he generated thematic investment ideas across public and private markets and worked with many of the largest families in Los Angeles. Peter holds a B.A. in Business Economics from University of California, Santa Barbara, and an M.A. in International Finance and Economics from Johns Hopkins University. Peter has his series 3, 7, and 63 licenses. Peter lives in New York City with his wife and three little kids (Zeke, Dahlia, and Theo). Outside work, Peter enjoys spending time with his family, running, and spending time outdoors.

Listed skills include Financial Modeling, Investments, Corporate Finance, Macroeconomics, and 11 others.