Instructor

Samantha Epstein, CFA

Practical Experience:

Samantha Epstein has nearly two decades of experience as an equity analyst and portfolio manager on Wall Street. She has covered stocks in virtually every sector of the market including technology, consumer non-durables, retail, and healthcare, including non-US based companies. She is currently a Senior Vice President at W.P. Stewart, a long-only equity manager. Prior to W.P. Stewart she was analyst and sector manager at TIAA-CREF, and an analyst at Fidelity Investments. Ms. Epstein is a Chartered Financial Analyst.

Areas of Expertise:

Financial Statement Analysis

Equity Valuation

Education:

BA in Philosophy of Science, College of Arts and Sciences, University of Pennsylvania

BS in International Economics, Wharton School, University of Pennsylvania

Licenses:

Series 7

Series 63

Series 24

Courses:

Financial Statement Analysis - Day