Peter Epstein

Managing Director, Relationship Management @ Allocate arrow icon

About Peter Epstein

Peter Epstein is the Managing Director of Relationship Management, holding degrees in Business Economics and International Finance and Economics, and licensed with series 3, 7, and 63.

Known information

Peter Epstein serves as the Managing Director of Relationship Management. He earned a Bachelor of Arts in Business Economics from the University of California, Santa Barbara, and a Master of Arts in International Finance and Economics from Johns Hopkins University. Peter is fully licensed with series 3, 7, and 63, equipping him with a broad range of financial expertise. Residing in New York City, he lives with his wife and three children, Zeke, Dahlia, and Theo. Outside of his professional life, Peter enjoys running, spending time outdoors, and most importantly, quality time with his family.

About Allocate

Allocate is a venture capital firm that has raised $33.5MM to enhance private market investing, providing a platform with comprehensive services for over 600 clients and managing relationships with more than 1,500 fund managers.

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