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Matthew Epstein
Founder & Managing Partner at Newbold Partners LLC
Professional Background
Matthew Epstein is an accomplished professional with extensive experience in finance and law, consistently making significant contributions to the financial technology sector. As the Founder and Managing Partner of Newbold Partners LLC, he has leveraged his deep expertise and industry knowledge to guide clients through complex financial landscapes and strategic partnerships. Matthew has a robust history in investment banking, where he held influential positions at top-tier firms, including Merrill Lynch, UBS Investment Bank, and Lehman Brothers. His remarkable career trajectory reflects his passion for driving innovation in financial technology and his commitment to fostering strategic relationships that deliver value.
Before establishing Newbold Partners LLC, Matthew served as Managing Director at DC Advisory, where he played a pivotal role in advising clients on M&A and financial strategies. His leadership extended to Sagent Advisors, where he managed the Financial Technology Group, helping to position the firm as a leader in the ever-evolving finance sector. Matthew also demonstrated his strategic vision during his tenure at Cowen and Company, where he was instrumental in leading the Financial Technology Investment Banking division.
In addition to his investment banking experience, he previously held the position of Senior Vice President for Strategic Partnerships at Fiserv, a leader in payments and financial services technology. His foundational experience as an Associate at Wachtell, Lipton, Rosen & Katz equipped him with invaluable legal acumen that enhances his financial advisory capabilities.
Education and Achievements
Matthew Epstein's educational background is impressive, underscoring his commitment to both historical understanding and legal excellence. He graduated with a Bachelor of Arts in History from Columbia University in the City of New York, where he honed his analytical and critical thinking skills. At Northwestern University School of Law, he earned his Juris Doctor (JD) degree, graduating magna cum laude. This exemplary academic achievement reflects his diligence and intellect, providing a solid foundation for his professional pursuits. Matthew's education has played a significant role in shaping his approach to business and finance, emphasizing the importance of a well-rounded perspective in understanding the complexities of today’s markets.
His accolades and contributions to the industry have earned him respect among peers and clients alike. Matthew's efforts in developing financial strategies and fostering partnerships have not only driven business growth but also contributed to advancements in the financial technology sector, making him a sought-after expert in the field.
Notable Achievements
- Founder & Managing Partner at Newbold Partners LLC: Established a consultancy that focuses on strategic financial advisory, particularly in the fintech landscape.
- Leadership Roles: Matthew’s previous roles at prestigious investment banks, including as managing director at Cowen, Sagent, and DC Advisory, underscore his leadership skills and deep understanding of financial markets.
- Significant Contributions to Financial Technology: Matthew has been at the forefront of driving innovative financial solutions, significantly impacting the way technology intersects with finance.
Conclusion
Matthew Epstein is a visionary leader in the financial services industry, bringing a unique blend of legal and financial expertise to the table. His entrepreneurial spirit, combined with his robust educational background and extensive career in investment banking and financial consultancy, positions him as a key figure in financial technology. Matthew’s commitment to excellence and strategic thinking continues to resonate throughout his career, making a positive impact in every organization he has been a part of.
