Peter Epstein

Peter Epstein Email and Phone Number

Managing Director at Allocate @ Allocate
Peter Epstein's Location
New York, New York, United States, United States
Peter Epstein's Contact Details

Peter Epstein personal email

Peter Epstein phone numbers

About Peter Epstein

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.

Peter Epstein's Current Company Details
Allocate

Allocate

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Managing Director at Allocate
Peter Epstein Work Experience Details
  • Allocate
    Managing Director
    Allocate Sep 2023 - Present
    Menlo Park, Ca, Us
  • J.P. Morgan
    Executive Director
    J.P. Morgan Jan 2022 - Sep 2023
    New York, Ny, Us
    Alternatives Investment Specialist for J.P. Morgan Global Alternatives
  • J.P. Morgan
    Vice President
    J.P. Morgan Jan 2018 - Jan 2022
    New York, Ny, Us
    Alternatives 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.
  • J.P. Morgan
    Associate
    J.P. Morgan Jul 2015 - Jan 2018
    New York, Ny, Us
    Management 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.
  • J.P. Morgan
    Analyst
    J.P. Morgan Jul 2012 - Jul 2015
    New York, Ny, Us
    Analyzed multi-asset investment opportunities and generated investment ideas for actively trading family office and ultra-high net worth client base
  • Us Treasury
    International Banking And Securities Markets Intern
    Us Treasury Sep 2011 - Dec 2011
    Washington, Dc, Us
  • Ooyala
    Emea Business Development Intern
    Ooyala Jun 2011 - Sep 2011
    London, England, Gb

Peter Epstein Skills

Financial Modeling Investments Corporate Finance Macroeconomics International Relations Entrepreneurship International Economics Research Fixed Income Economics Start Ups Bloomberg Emerging Markets Asset Management Banking

Peter Epstein Education Details

  • The Johns Hopkins University
    The Johns Hopkins University
    International Economics
  • Uc Santa Barbara
    Uc Santa Barbara
    Business 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?

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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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