2014 -
2014 Associate Director @ First Republic Investment Management
2012 -
2014 Senior Associate @ First Republic Investment Management
2010 -
2012 Student @
2011 -
2011 Equity Research Summer Intern @
2010 -
2010 Internet Infrastructure and Digital Media Technologies Research Associate @
2007 -
2009 Footwear, Apparel and Sporting Goods Research Associate @
2006 -
2007 Research Analyst @
David Epstein Education
University of California, Los Angeles - The Anderson School of Management
MBA (Finance)
2010
-
2012
University of Redlands
Bachelor of Science (Business Administration and Accounting)
2003
-
2006
David Epstein Skills
Financial Modeling
Financial Analysis
Financial Markets
Chartered Financial Analyst
Series 7
Equity Research
Capital IQ
Bloomberg
FactSet
CFA
Equities
Equity Valuation
Asset Management
Capital Markets
Hedge Funds
Corporate Finance
Investments
Portfolio Management
Valuation
Management
Microsoft Office
Microsoft Excel
David Epstein Summary
David Epstein, based in Los Angeles, CA, US, is currently a Senior Vice President at The TCW Group. David Epstein brings experience from previous roles at First Republic Investment Management, UCLA Anderson School of Management and Trust Company of the West. David Epstein holds a 2010 - 2012 MBA in Finance @ University of California, Los Angeles - The Anderson School of Management. With a robust skill set that includes Financial Modeling, Financial Analysis, Financial Markets, Chartered Financial Analyst, Series 7 and more. David Epstein has 2 emails and 3 mobile phone numbers on RocketReach.
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