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Samantha Epstein (1,2,4), CFA, is an Analyst/Portfolio Manager and a Senior Vice President of W.P. Stewart & Co., Inc. She is a member of the U.S. equity research and portfolio management team. Prior to joining W.P. Stewart in 1998, Ms. Epstein was employed with CREF Investments where she managed a global fund and five domestic sector neutral funds. She began her career at Fidelity Management and Research in 1991, as a junior analyst. In 1993, Ms. Epstein moved to Evergreen Asset Management. Ms. Epstein graduated magna cum laude from the Wharton School of Business with a concentration in International Economics. She is a Chartered Financial Analyst and is a member of the CFA Institute. She has taught at the New York Institute of Finance and privately for other institutions, including courses in financial statement analysis and forensic accounting.
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