![David Epstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Epstein
Analyst-Equity bei
TCW Asset Management Co. LLC
Profil
Mr. David T.
Epstein, CFA MBA, is a Senior Vice President at TCW Investment Management Co. LLC and a Senior Vice President, Portfolio Manager for Durable Growth Equities & Senior Equity Research Analyst at TCW Asset Management Co. LLC.
His analyst coverage responsibilities include consumer staples, transports, homebuilders/household durables, and business and consumer services.
Prior to joining TCW, Mr. Epstein was an Associate Director and Equity Analyst at First Republic Investment Management from 2012 to 2014.
While attending the UCLA Anderson School of Management, Mr. Epstein interned with TCW’s Equity Research group.
Prior to earning his MBA, Mr. Epstein worked as a Research Associate at Wedbush Securities from 2007 to 2010 and as a Research Analyst at William O’Neil & Co. from 2006 to 2007.
He holds a BS in Business Administration from the University of Redlands and an MBA, with an emphasis in Investment Management, from the UCLA Anderson School of Management.
He is a CFA charterholder.
Aktive Positionen von David Epstein
| Unternehmen | Position | Beginn |
|---|---|---|
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Analyst-Equity | 01.03.2014 |
TCW Investment Management Co. LLC
 TCW Investment Management Co. LLC Investment ManagersFinance TCW offers investment management services in a variety of different investment strategies for which they have portfolio managers with an established investment style. Their integrated fundamental top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. | Portfolio Manager-Aktien | 01.03.2014 |
Ehemalige bekannte Positionen von David Epstein
| Unternehmen | Position | Ende |
|---|---|---|
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research | Corporate Officer/Principal | 01.07.2007 |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Analyst-Equity | 01.01.2014 |
Wedbush Securities, Inc.
 Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Analyst-Equity | 01.09.2010 |
Ausbildung von David Epstein
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
57
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
TCW Investment Management Co. LLC
TCW Investment Management Co. LLC Investment ManagersFinance TCW offers investment management services in a variety of different investment strategies for which they have portfolio managers with an established investment style. Their integrated fundamental top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. | Finance |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
University of Redlands
 University of Redlands Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anderson School of Management
 Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
