Peter Epstein

Peter Epstein is a finance professional with extensive experience in the asset management industry, particularly in alternative investments. He is currently a Managing Director at Allocate, where he is responsible for partnering with RIAs, multi-family offices, and wealth management firms to help them grow and expand their alternative allocations.1

Career at J.P. Morgan

Peter spent 11 years at J.P. Morgan Asset & Wealth Management, including:

• Vice President from January 2018 to January 20221
• Executive Director from January 2022 to September 20231

During his time at J.P. Morgan, Peter held several key roles:

1. Executive Director, Alternatives Product Specialist in the Global Alternatives group
2. Management Associate, working directly for the Head of J.P. Morgan Global Alternatives
3. Started his career at J.P. Morgan's Private Bank in 2012

Key Achievements

As an Executive Director at J.P. Morgan, Peter:

• Led efforts in designing, building, and managing multi-Alternatives solutions
• Helped launch J.P. Morgan's distribution of Alternatives to RIAs and wealth management firms
• Led J.P. Morgan's partnership with iCapital Network in 20181

Education and Qualifications

• B.A. in Business Economics from University of California, Santa Barbara
• M.A. in International Finance and Economics from Johns Hopkins University
• Holds series 3, 7, and 63 licenses1

Personal Life

Peter lives in New York City with his wife and three children (Zeke, Dahlia, and Theo). Outside of work, he enjoys spending time with his family, running, and outdoor activities.1