David Epstein

Analyst-Equity at

TCW Asset Management Co. LLC

Finance

Consumer Services

Profile

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.

David Epstein active positions

Companies	Position	Start
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-Equities	01/03/2014

All active positions of David Epstein

Former positions of David Epstein

Companies	Position	End
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

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Linked companies

Private companies	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