Profiel
Mr. Epstein specializes in long term care insurance for businesses of all sizes.
Before joining PSA in 2007, he served as managing associate and senior financial representative for Chesapeake Financial Group and previous to that as a financial representative and sales manager for John Hancock.
He also practiced law for seven years as an attorney with Kauffman & Forman, P.A.
Mr. Epstein is a Certified Life Underwriter.
He holds a Bachelor of Arts degree from McDaniel College (formerly Western Maryland College) and earned his law degree from the University of Baltimore.
Eerdere bekende functies van Neil Epstein
| Bedrijven | Functie | Einde |
|---|---|---|
PSA Financial Advisors, Inc.
 PSA Financial Advisors, Inc. Investment ManagersFinance PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services. | Corporate Officer/Principal | 31-12-2011 |
Chesapeake Financial Group, Inc.
 Chesapeake Financial Group, Inc. Investment ManagersFinance Chesapeake Financial Group, Inc., do-business-as Chesapeake Wealth Management, is a wealth management firm headquartered in Williamsburg, Virginia. The firm was founded in 1973 and they are a subsidiary of Chesapeake Financial Shares, Inc. (OTCMKTS: CPKF). Chesapeake Wealth Management provides wealth management services to private individuals and institutional clients. | Corporate Officer/Principal | 31-12-2006 |
John Hancock Investment Management LLC
 John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Corporate Officer/Principal | - |
Opleiding van Neil Epstein
| McDaniel College | Undergraduate Degree |
| University of Baltimore | Graduate Degree |
Ervaring
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
PSA Financial Advisors, Inc.
PSA Financial Advisors, Inc. Investment ManagersFinance PSA Financial Advisors, Inc. (PSA) is an investment management firm headquartered in Hunt Valley, Maryland. The firm was founded in 1978 and is a subsidiary of The Hilb Group LLC. PSA specializes in employee benefits brokerage, human resources consulting and risk management services. | Finance |
Chesapeake Financial Group, Inc.
Chesapeake Financial Group, Inc. Investment ManagersFinance Chesapeake Financial Group, Inc., do-business-as Chesapeake Wealth Management, is a wealth management firm headquartered in Williamsburg, Virginia. The firm was founded in 1973 and they are a subsidiary of Chesapeake Financial Shares, Inc. (OTCMKTS: CPKF). Chesapeake Wealth Management provides wealth management services to private individuals and institutional clients. | Finance |
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Finance |
