Joseph Epperson

Joseph Epperson is a Senior Project Manager at Fiera Capital, with a robust background in project management and business analysis. Previously, Joseph held various roles at Brown Brothers Harriman, where significant accomplishments included leading a project that revamped the 529 trade instruction process, resulting in substantial efficiency gains. With expertise in Microsoft Excel and VBA, Joseph has effectively created macros that streamline processes and reduce costs. Joseph’s earlier experience includes an internship as a Credit Analyst at Dish Network, where a proposal aimed at improving customer acquisition strategies yielded potential savings of $2 million annually. Joseph holds a Bachelor's degree in Finance and Economics from the University of Missouri-Columbia and has passed Level 1 of the CFA program.