Samantha Epstein, CFA
Samantha has over twenty years of investment management experience. Prior to joining Unio, she spent over a decade as a Senior Vice President at WP Stewart, analyzing companies across a wide range of industries including retail, technology, and healthcare, and managing over $1B in client portfolios.
Her investment career began at Fidelity Investments in Boston, MA, as a junior analyst in the equity research department. She subsequently joined TIAA-CREF as a senior analyst in consumer non-durables and soon expanded her responsibilities to include management of several specialized global equity portfolios.
Samantha is on the faculty of the New York Institute of Finance, where she has taught courses on company analysis.
- University of Pennsylvania, The Wharton School, BS Business, magna cum laude
- University of Pennsylvania, The Wharton School, BA in Philosophy of Science