Jonathan R. Epstein, AIF®

Jonathan Epstein is the president and founder of the Defined Contribution Alternatives Association (DCALTA), a non-profit organization established in 2015. Under his leadership, DCALTA has focused on research, education, and advocacy, promoting the benefits of responsibly incorporating private markets and innovative investment strategies within defined contribution frameworks.
With over 30 years of experience in the retirement industry, Jonathan has held various roles encompassing institutional trust, consulting, and cost/performance benchmarking. His expertise has made him a sought-after voice in the field, with insights featured in prominent publications such as The Wall Street Journal, Financial Times, and Bloomberg.

Jonathan is passionate about collaborating with industry stakeholders, trade organizations, and asset owners to enhance retirement outcomes for U.S. retirement savers, ensuring that they have access to the best resources and strategies for a secure financial future.