Meet the team
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Alec
Managing Partner
Alec co-founded Epic Funds and oversees all aspects of the firm across investing and operations. Alec holds a Series 65 license.Education
University of DenverFormerly with
IWP Family Office -
Partner
Jimmy co-founded Epic Funds and leads the firm’s investing activities.Education
University of Southern CaliforniaFormerly with
UBS, Envisage Advisors, Aesir -
Partner
Michael co-founded Epic Funds and leads the firm’s operations.Education
University of California, Los AngelesFormerly with
PwC, Uber -
Fund Controller
John joined Epic Funds in 2022. He is responsible for fund accounting and operations. John is a licensed certified public accountant.Education
James Madison University (BBA, MS)Formerly with
KPMG, Antares, Behring Companies -
Investment Associate
Alyssa joined Epic Funds in 2023. She is responsible for investment underwriting and monitoring. Alyssa holds a masters degree in international economics and finance.Education
Brandeis University (BA, MA)Formerly with
Sumitomo Mitsui Banking Corporation, Unigestion -
Director, Investor Solutions
Valentine joined Epic Funds in 2023. He is responsible for investor relations and client engagement. Valentine holds a Series 7 license.Education
State University of New York, Old WestburyFormerly with
Unigestion, Abbott Capital, Schroder Capital, Capital Dynamics, Vontobel, Brookfield, JPMorgan Asset Management