Our Team
Built for families at their defining moment.
Epogee (ee-POH-jee) combines epoch, a defining period, and apogee, the highest point. Our name reflects our mission: to help families grow, preserve and transfer capital across generations, at the moments that matter most.
We partner with families and institutions to navigate complexity and pursue long-term objectives.
We bring institutional-style rigor, independent thinking and a long-term mindset to our work.
We act as fiduciaries and trusted advisors for what matters most to our clients.
Leadership & Team
Jay Warner, CFA
MANAGING PARTNERJay Warner, CFA, is the Managing Partner of Epogee Capital Management. Jay has nearly 25 years of investment experience and has spent the last 19 years at firms rooted in the due diligence and analysis of alternative investment managers. He was a Founding Partner and Chief Investment Officer of Balter Capital Management, an alternative investments boutique with hedge fund and mutual fund products and an alternatives advisory service, where he led research, client acquisition and operations. Jay leads a team with expertise across hedge funds, private equity, real estate and venture.
Victor Chiang
PARTNERVictor Chiang joined Epogee Capital Management in May 2025 as a Partner, while continuing as CEO of Cypress Tree Management. Previously, Victor spent 11 years as Chief Operating Officer and Chief Compliance Officer of Balter Capital Management, where he oversaw product development, third-party vendors, investor relations, operations and HR. Before Balter, he spent 12 years at Andersen Consulting/Accenture, focused on management and IT consulting in the Financial Services practice.
Shuvam Bhaumik
MANAGING DIRECTOR, FAMILY OFFICE & INVESTOR RELATIONSShuvam Bhaumik serves as Managing Director of Family Office & Investor Relations at Epogee Capital Management, where he develops strategic relationships with family offices, business owners and other private-capital partners. He brings more than 20 years of experience in private asset management, investment advisory and family office strategy. Prior to joining Epogee, Shuvam was Managing Partner of SB Investment Partners | Family Office LLC, a Boston-based multi-family office advisory firm, where he advised families, entrepreneurs and institutions on wealth-planning strategies spanning portfolio construction, capital preservation and tax-aware investment planning.
Thomas Fore
CEO, SORA VENTURES (ECM REAL ESTATE)Thomas Fore is CEO of Sora Ventures LLC, the real estate development company owned by Epogee Capital Management. Tom has more than 30 years of experience in real estate investment and asset management, leading development projects throughout the Mid-Atlantic region. He founded Sora Holdings LLC in 2006 and led the Rowan Boulevard Project, a public-private partnership. Tom guides Sora’s investment strategy and brings deep experience in mixed-use development.
Mark Cunningham, CAIA
SENIOR ANALYSTMark Cunningham, CAIA, is a Senior Analyst at Epogee Capital Management, focusing on investment analysis and operational oversight of client portfolios. With nearly a decade of experience across hedge funds, private equity, real estate and UHNW advisory, Mark has held roles at Invenomic Capital Management and Balter Capital Management spanning fund due diligence, trading, portfolio construction and client relationship management. He holds a B.A. in Economics from Bates College, is a CAIA charterholder and a CFP® candidate.
Donald Kahler
ANALYSTDonald Kahler joined Epogee Capital Management in April 2025 as an Analyst, assisting with manager due diligence, portfolio modeling and business development. He began his career in investment banking and hedge funds at Arjent, splitting time between New York and London. In 2020 he joined Sayenvest, a UK-based single family office, leading U.S. direct investment and manager selection. Donald attended Monmouth University and The Wharton School of the University of Pennsylvania, and is licensed through FINRA.
Alek Taylor
INVESTMENT ANALYSTAlek Taylor joined Epogee Capital Management in August 2026 as an Investment Analyst, supporting research and investment analysis across the firm’s strategies. [Full bio to come.]
See how our team puts research into practice.
OUR INVESTMENT APPROACH →
Our Office
In Boston’s Financial District, close to the people, ideas and institutions shaping global markets.