Class of 2027New York, NY

Zachary Epstein.

Education

University at Buffalo
School of Management
Honors Program

Selected work

Finance &
data analytics.

I’m graduating from the University at Buffalo in May 2027. I’ve worked in credit risk at Wells Fargo, conducted equity research through Fisher Family Fellows (F3) at Quent Capital, and run my own resale business.

Zachary Epstein in a blue blazer and white shirt
Zachary EpsteinNew York / Buffalo

Selected work

01 — 03
01 / Winter 2025–26

St. John’s
Private Equity Competition

I represented UB in the private-equity buyout competition, researching Consensus Cloud Solutions and developing our investment thesis.

Our team advanced to the final rounds. I interviewed the company’s CEO to test operating assumptions and assess investment risks.

Download presentation

Morning & final-round presentations

02 / May 2025 — Present
Fisher Family Fellows logo

Fisher Family
Fellows

F3 equity research program · Quent Capital

I research small-cap healthcare and biotech companies using company filings, Bloomberg, Tegus, Excel, and Python.

I build valuation and scenario models to assess cash-flow drivers, catalysts, and downside risk.

Zachary Epstein with the Fisher Family Fellows group
Explore Fisher Family Fellows
03 / December 2024 — Present
UB Decentralized Finance Club logo

UB
DeFi Club

Founder & Advisor · Previously President

I founded UB’s first decentralized finance organization, recruited the executive team, and organized weekly meetings and guest-speaker events.

Sessions have covered stablecoins, tokenization, on-chain credit, market structure, and fintech M&A.

Zachary Epstein delivering a final presentation to a pro bono consulting client, with club members in the audience
DeFi Club on LinkedIn Final presentation to a pro bono consulting client.

Wells Fargo

Summer 2026

Credit Risk Summer Analyst

Reviewed credit-loss forecasts, built a workflow for recurring analysis and reporting, and presented findings to front-line and Corporate Risk teams.

Fisher Family Fellows (F3)

2025 — Present

Equity Research Analyst · Quent Capital

Research small-cap healthcare and biotech companies. Build valuation and scenario models to assess cash-flow drivers, catalysts, and downside risk.

Operation Inspire

2025

M&A Analyst · Student-Led M&A Initiative

Supported the evaluation of a proposed acquisition through valuation, financial due diligence, industry research, and review of transaction risks.

Mollot & Hardy

2026 — Present

Business Operations Intern · Wealth Advisory

Update and maintain client records in the CRM database, resolve client service and administrative issues, and troubleshoot technology problems.

Zac LLC

2019 — 2025

Founder

Built a sneakers and streetwear resale business. Managed sourcing, pricing, inventory, P&L, and working capital.

Education & skills

University at Buffalo
University at Buffalo School of Management logo
2023 — 2027

University
at Buffalo

B.S. Business Administration
Financial Analysis & Data Analytics

School of Management Honors Program
Expected May 2027 · GPA 3.97 / 4.0

Tools & methods

Data & analysis
Excel, Python, SQL, Power BI
Research tools
Bloomberg, Tegus
Financial modeling
DCF, comparable company analysis, LBO modeling
AI & productivity
ChatGPT, Claude, GitHub Copilot, PowerPoint
Operations
Workflow optimization, CRM data maintenance

Certification

FINRA Securities Industry Essentials (SIE)
Passed August 2025

Awards

First place, Target Case Competition.
First place, Delta Sigma Pi Equity Research & Trading Competition.