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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.
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Managing DirectorAllocate Sep 2023 - PresentMenlo Park, Ca, Us -
Executive DirectorJ.P. Morgan Jan 2022 - Sep 2023New York, Ny, UsAlternatives Investment Specialist for J.P. Morgan Global Alternatives -
Vice PresidentJ.P. Morgan Jan 2018 - Jan 2022New York, Ny, UsAlternatives Investment Specialist for J.P. Morgan Global Alternatives. Focus on designing, building, and managing multi-Alternatives portfolios, including fundraising, product development, and business management across a range of Alternatives solutions, including private equity, private credit, real estate, and real assets. -
AssociateJ.P. Morgan Jul 2015 - Jan 2018New York, Ny, UsManagement Associate for J.P. Morgan's Global Head of Alternatives, which included developing strategic priorities focusing on new investment strategy, business operations, and business development. Previous role as Global Macro Investment Strategy for J.P. Morgan's Global Investment Opportunities Group (August 2014 - April 2016), which included generating global macro investment views and thematic implementation ideas across public and private markets. -
AnalystJ.P. Morgan Jul 2012 - Jul 2015New York, Ny, UsAnalyzed multi-asset investment opportunities and generated investment ideas for actively trading family office and ultra-high net worth client base -
International Banking And Securities Markets InternUs Treasury Sep 2011 - Dec 2011Washington, Dc, Us -
Emea Business Development InternOoyala Jun 2011 - Sep 2011London, England, Gb
Peter Epstein Skills
Peter Epstein Education Details
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The Johns Hopkins UniversityInternational Economics -
Uc Santa BarbaraBusiness Economics
Frequently Asked Questions about Peter Epstein
What company does Peter Epstein work for?
Peter Epstein works for Allocate
What is Peter Epstein's role at the current company?
Peter Epstein's current role is Managing Director at Allocate.
What is Peter Epstein's email address?
Peter Epstein's email address is pe****@****ail.com
What is Peter Epstein's direct phone number?
Peter Epstein's direct phone number is +121262*****
What schools did Peter Epstein attend?
Peter Epstein attended The Johns Hopkins University, Uc Santa Barbara.
What are some of Peter Epstein's interests?
Peter Epstein has interest in Football, Macroeconomics, Investing, Politics, Snowboarding, International Relations, Poker, Basketball, Scuba Diving, Triathlons.
What skills is Peter Epstein known for?
Peter Epstein has skills like Financial Modeling, Investments, Corporate Finance, Macroeconomics, International Relations, Entrepreneurship, International Economics, Research, Fixed Income, Economics, Start Ups, Bloomberg.
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