This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Daniel Z. Epstein
White House Office (joined: Dec. 9, 2017)
Senior Associate Counsel to the President | Special Assistant to the President and Associate Counsel to the President | Associate Counsel to the President | $145,000 | Financial Disclosure »
Former Positions Outside Government
- Cause of Action Institute Director and Executive Director
- Institute for Justice Consultant
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
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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