![Neil Epstein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
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.
Former positions of Neil Epstein
| Companies | Position | End |
|---|---|---|
PSA Financial Advisors, Inc.
 PSA Financial Advisors, Inc. Investment ManagersFinance Profile Unavailable. | Corporate Officer/Principal | 31/12/2011 |
Chesapeake Financial Group, Inc.
 Chesapeake Financial Group, Inc. Investment ManagersFinance Chesapeake Wealth Management aims to grow and preserve their clients’ wealth. Their approach to investing assets is both thorough and prudent. The firm’s investment and trust decisions are made in-house. | Corporate Officer/Principal | 31/12/2006 |
John Hancock Investment Management LLC
 John Hancock Investment Management LLC Investment ManagersFinance JHIM develops overall investment strategies for the funds and oversees and implements the funds’ continuous investment programs and provides a variety of advisory oversight and investment research services. | Corporate Officer/Principal | - |
Training of Neil Epstein
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
5
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
John Hancock Investment Management LLC
John Hancock Investment Management LLC Investment ManagersFinance JHIM develops overall investment strategies for the funds and oversees and implements the funds’ continuous investment programs and provides a variety of advisory oversight and investment research services. | Finance |
PSA Financial Advisors, Inc.
PSA Financial Advisors, Inc. Investment ManagersFinance Profile Unavailable. | Finance |
McDaniel College
 McDaniel College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Baltimore
 University of Baltimore Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chesapeake Financial Group, Inc.
Chesapeake Financial Group, Inc. Investment ManagersFinance Chesapeake Wealth Management aims to grow and preserve their clients’ wealth. Their approach to investing assets is both thorough and prudent. The firm’s investment and trust decisions are made in-house. | Finance |
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