David Epstein

Chief Operations Officer

David is a strategist, builder, and operator who thrives at the intersection of analytics, execution, and people. As Chief Operating Officer of Morgan Samuels, he draws on more than 15 years of experience helping companies—from multinational financial institutions to fast-moving startups—scale with clarity and purpose.
 
Before joining Morgan Samuels, David served as CEO of Enterprise Technology Research, an alternative data insights firm serving institutional investors and IT decision makers. There, he helped expand product lines, diversify revenue streams, and lead the company as it explored its first sale/capital raise. He has also held global leadership roles at GLG, New Street Research, Bridgewater Associates, and BNP Paribas, often serving as a key architect of growth strategy, product innovation, and operational transformation.
 
David began his career at McKinsey & Company and holds an MBA from Columbia Business School. He’s also a professional jazz pianist who spent over a decade performing internationally before moving into the world of business. Fluent in Greek and conversational in several other languages, David brings global curiosity and a hands-on, data-driven mindset to every challenge he takes on.