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Daniel Epstein

White House Office (joined: Dec. 9, 2017)

Special Assistant to the President and Associate Counsel to the President | Associate Counsel to the President | Financial Disclosure »

Former Positions Outside Government

Former Compensation Sources

  • Cause of Action Institute Founder, first President and Executive Director of public interest law firm. Set the vision, oversaw management and operations, and led client, case development and litigation financing.
  • Institute for Justice Legal research and analysis

See more financial disclosure details ⬇

Employment Assets

Description Value Income
Principal LifeTime Hybrid 2055 CIT 401K $100,001 - $250,000 None (or less than $201)
Institute for Justice $5,000
Cause of Action $70,000

Other Income/Assets

Description Value Income
MainStay Tax Free Bond Fund Class A $1,001 - $15,000 None (or less than $201)
FLEXSHARES Tr/MORNINGSTAR GLB UPS $1,001 - $15,000 None (or less than $201)
Bank Account (Cash) $50,001 - $100,000 None (or less than $201)
Fidelity Select Biotechnology $100,001 - $250,000 $5,001 - $15,000
Fidelity Select Consumer Staples $100,001 - $250,000 $15,001 - $50,000
Fidelity Select Chemicals $100,001 - $250,000 $15,001 - $50,000
Fidelity Select Health Care $250,001 - $500,000 $5,001 - $15,000
Fidelity Government Cash Reserves $1,001 - $15,000 None (or less than $201)
Fidelity Select Chemicals $15,001 - $50,000 $1,001 - $2,500
iShares Russell 1000 Value Index $15,001 - $50,000 $201 - $1,000
USAA Bank (cash) None (or less than $1,001) None (or less than $201)
Oakmark Fund Investor Class $15,001 - $50,000 $1,001 - $2,500
Fidelity® Select Health Care Portfolio $15,001 - $50,000 None (or less than $201)
Fidelity® Select Biotechnology Portfolio $15,001 - $50,000 None (or less than $201)
iShares Russell 1000 Growth Index (ETF) $15,001 - $50,000 $201 - $1,000
iShares MSCI EAFE Index Fund (ETF) $15,001 - $50,000 $201 - $1,000
Columbia Contrarian Core Fund Institutional 2 Class $15,001 - $50,000 $1,001 - $2,500
Fidelity Tax-Free Bond $15,001 - $50,000 None (or less than $201)
Fidelity® International Capital Appreciation Fund $15,001 - $50,000 $201 - $1,000
T. Rowe Price Emerging Markets Stock Fund I Class $15,001 - $50,000 None (or less than $201)
Causeway Emerging Markets Fund Investor Class $1,001 - $15,000 $201 - $1,000
Transamerica International Equity I $1,001 - $15,000 $201 - $1,000
Morgan Stanley Institutional Fund, Inc. International Equity Portfolio Class A $1,001 - $15,000 $201 - $1,000
Wells Fargo Advantage Spec Md Cp Val Adm $1,001 - $15,000 $201 - $1,000
Vanguard Long-Term Tax-Exempt Fund Admiral Shares $1,001 - $15,000 None (or less than $201)
iShares Core MSCI Emerging Markets ETF $1,001 - $15,000 $201 - $1,000
T. Rowe Price Overseas Stock Fund I Class $1,001 - $15,000 None (or less than $201)
T. Rowe Price Tax Free High Yield Fund Advisor Class $1,001 - $15,000 None (or less than $201)
Templeton Global Bond A $1,001 - $15,000 None (or less than $201)
iShares S&P SmallCap 600 Value Idx (ETF) $1,001 - $15,000 None (or less than $201)
Oakmark International Fund Investor Class $1,001 - $15,000 $201 - $1,000
iShares Russell 1000 Index (ETF) $1,001 - $15,000 $201 - $1,000
Fidelity® Value Discovery Fund $1,001 - $15,000 None (or less than $201)
Vanguard Value ETF $1,001 - $15,000 None (or less than $201)
SPDR Barclays Capital Convertible SecETF None (or less than $1,001) None (or less than $201)
iShares S&P SmallCap 600 Growth (ETF) $1,001 - $15,000 None (or less than $201)
Loomis Sayles Growth Fund Class Y $1,001 - $15,000 None (or less than $201)
T. Rowe Price International Discovery Fund I Class $1,001 - $15,000 None (or less than $201)
Transamerica International Small Cap Value Class I $1,001 - $15,000 None (or less than $201)
Fidelity® 500 Index Fund Investor Class $1,001 - $15,000 None (or less than $201)
Fidelity Extended Market Index Fund Investor Class $1,001 - $15,000 $201 - $1,000
Fidelity Total Market Index Fund Premium (UTMA #1) $50,001 - $100,000 $1,001 - $2,500
Fidelity Total Market Index Fund Premium (UTMA #2) $50,001 - $100,000 $1,001 - $2,500
DC College Savings 2034 Portfolio #1 $50,001 - $100,000 None (or less than $201)
DC College Savings 2031 Portfolio $50,001 - $100,000 None (or less than $201)
DC College Savings 2034 Portfolio #2 $15,001 - $50,000 None (or less than $201)
ISHARES RUSSELL 1000 GROWTH ETF $50,001 - $100,000 $1,001 - $2,500
SPDR S&P 500 ETF TRUST UNIT SER 1 S&P $50,001 - $100,000 $1,001 - $2,500
ISHARES RUSSELL 1000 VALUE ETF $50,001 - $100,000 $1,001 - $2,500
VANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS FORMERLY VANGUA $15,001 - $50,000 $1,001 - $2,500
STRATEGIC ADV TAX SENSITIVE SHORT DURA (FGNSX) $15,001 - $50,000 None (or less than $201)
SECTOR SPDR TR SHS BEN INT FINANCIAL (XLF) $15,001 - $50,000 $2,501 - $5,000
Western Asset Managed Municipals A $15,001 - $50,000 None (or less than $201)
LAZARD EMERGING MKTS EQUITY OPEN CL SHRS $15,001 - $50,000 $201 - $1,000
iShares S&P 500 Value Index $15,001 - $50,000 $1,001 - $2,500
T ROWE PRICE TAX FREE HIGH YIELD ADV $15,001 - $50,000 None (or less than $201)
BlackRock National Municipal Inv A $15,001 - $50,000 None (or less than $201)
Invesco International Growth A $15,001 - $50,000 $201 - $1,000
Fidelity Municipal Income $15,001 - $50,000 $1,001 - $2,500
TEMPLETON GLOBAL BOND CLASS A $15,001 - $50,000 $201 - $1,000
ISHARES INC CORE MSCI EMERGING MKTS ETF $15,001 - $50,000 $201 - $1,000
FIDELITY TAX-FREE BOND $15,001 - $50,000 $201 - $1,000
OPPENHEIMER DEV MARKETS CLASS I $15,001 - $50,000 $201 - $1,000
ISHARES RUSSELL MIDCAP VALUE ETF $15,001 - $50,000 $201 - $1,000
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD IND $15,001 - $50,000 $201 - $1,000
MFS INTERNATIONAL VALUE FUND CL A $15,001 - $50,000 $201 - $1,000
MFS INTERNATIONAL DIVERSIFICATION FD A $15,001 - $50,000 $201 - $1,000
AMERICAN EUROPACIFIC GROWTH FUND CL F2 $15,001 - $50,000 $1,001 - $2,500
ISHARES RUSSELL MIDCAP GROWTH $15,001 - $50,000 $201 - $1,000
OAKMARK INTL INVESTOR CL $1,001 - $15,000 $201 - $1,000
ARTISAN INTL VALUE FUND INV CL $1,001 - $15,000 $201 - $1,000
OAKMARK FUND INVESTOR CLASS $1,001 - $15,000 $201 - $1,000
MFS RESEARCH INTL CLASS A $1,001 - $15,000 $201 - $1,000
MAINSTAY TAX FREE BOND CLASS A $1,001 - $15,000 None (or less than $201)
FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDX $1,001 - $15,000 $201 - $1,000
AMG TIMESSQUARE MID CAP GRWTH FD N $1,001 - $15,000 $1,001 - $2,500
WILLIAM BLAIR INTL GROWTH CLASS N $1,001 - $15,000 $201 - $1,000
FIDELITY ADVISOR INTL DISCOVERY CL I $1,001 - $15,000 $201 - $1,000
AMERICAN BEACON LARGE CAP INVESTOR $1,001 - $15,000 $1,001 - $2,500
FIDELITY CONTRAFUND $1,001 - $15,000 $201 - $1,000
ISHARES TR S&P SMALL CAP 600 GROWTH ETF $1,001 - $15,000 None (or less than $201)
T ROWE PRICE MID CAP VALUE ADV CLASS $1,001 - $15,000 $1,001 - $2,500
MFS MUNICIPAL INCOME CLASS A $1,001 - $15,000 None (or less than $201)
FIDELITY ADVISOR GROWTH OPPTY CL I $1,001 - $15,000 $1,001 - $2,500
AMERICAN BEACON SMALL CAP INVESTOR $1,001 - $15,000 $1,001 - $2,500
MORGAN STA INST INC. INTERNATL EQUITY A $1,001 - $15,000 None (or less than $201)
FIDELITY INTL CAP APPRECIATION FUND $1,001 - $15,000 $201 - $1,000
FIDELITY INTL SMALL CAP OPP FUND $1,001 - $15,000 $201 - $1,000
ISHARES S&P SMALLCAP 600 VALUE ETF $1,001 - $15,000 None (or less than $201)
ISHARES MSCI EAFE ETF $1,001 - $15,000 $201 - $1,000
DEUTSCHE MANAGED MUNI BOND FD S $1,001 - $15,000 None (or less than $201)
FIDELITY LOW PRICED STOCK $1,001 - $15,000 $201 - $1,000
Fidelity® Government Cash Reserves $1,001 - $15,000 None (or less than $201)
VANGUARD INDEX FDS VANGUARD SMALL CAP VIPERS FORMERLY VANGUA $1,001 - $15,000 None (or less than $201)
JPMORGAN US EQUITY FUND CLASS I $1,001 - $15,000 $201 - $1,000
FMI LARGE CAP FUND $1,001 - $15,000 $201 - $1,000
ARTISAN SMALL CAP FUND INVESTOR CL $1,001 - $15,000 $201 - $1,000
FIDELITY SELECT TECHNOLOGY $1,001 - $15,000 $201 - $1,000
DODGE & COX STOCK $1,001 - $15,000 $201 - $1,000
SPDR SERIES TRUST BLMBRG BRC CNVRT $1,001 - $15,000 $201 - $1,000
WASATCH FRONTIER EMERGING SMALL COS $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Cause of Action Institute Washington, District of Columbia I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. Sept. 16, 2011

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