Broker Check

Biographies

Barry E. Epstein, CLU, CHFC

Financial Advisor

[email protected]

State of domicile: NY, CA Insurance License #0744713

Barry attended Brandeis University, graduating with honors in 1978 with majors in Economics and Sociology.  He earned a MBA from New York University in 1985.  Barry entered the insurance business in 1987.  Barry is a member of many industry organizations, and is a Life and Qualifying Member of the Million Dollar Round Table. (MDRT), having earned Court of the Table status. Committed to professional education, Barry has earned the following prestigious industry certificates/designations: Certified Life Underwriter (CLU), Chartered Financial Consultant (CHFC),  Life Underwriters Training Council Fellow (LUTCF), Certified in Long Term Care (CLTC).

Barry understands the importance of balance in his life. Active in his synagogue, he has taken on many leadership positions.  His hobbies include kickboxing, the New York Jets, and spending time with his family and friends.  He is also extremely proud to have created, together with his wife Bonnie, The Barry and Bonnie Epstein Philanthropic Fund. He lives in Roslyn, NY, and has three children, Jacob, Benjamin, and Sarah.

Meryl Feinstein

Office and Operations Manager

(516) 222-5515

[email protected]

Meryl Feinstein joined The Epstein Company in October 2018 as Office and Operations Manager.

Meryl had a substantial career as a Director Level Business / Systems Analyst for more than thirty years with First Data Corporation, responsible for 24 x 7 problem resolution and business relationship management for domestic and internationals clients. 

In addition, Meryl has over ten years of business and personal tax preparation experience using Ultra Tax software, including being licensed from H&R Block ITC Tax Education Council (CTEC) and an active Preparer Tax Identification Number (PTIN). Her other academic study and work certifications include Advanced Microsoft Excel for Data Modeling, Simulation, and Forecasting, in combination with Project Management and Collaboration Tools.

After leaving FDC, Meryl looked for opportunities to utilize her business management experience as well as her financial, organization, and analytical skills. After meeting Barry Epstein, it became apparent that working at The Epstein Company was the perfect match. Meryl is excited about the opportunity to run the company's internal operation, servicing both potential and existing clients. 

Not practicing on behalf of MML Investors Services, LLC.