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PEOPLE

Every investment firm has one critical asset – its people. At Epoch, our people have an average of over 20 years of investment experience. This experience provides the perspective and judgment needed to evaluate investments and make informed decisions. Working collaboratively with colleagues and communicating transparently with clients is a cornerstone of our corporate culture. Meet the professionals at Epoch and discover first-hand the experience, expertise and dedication they bring to serving clients.

Executive Management Team  |  Investment Team
Client Relations Team  |  Compliance & Operations Team


EXECUTIVE MANAGEMENT TEAM

William Priest William W. Priest, CFA
Chief Executive Officer, Co-Chief Investment Officer and Portfolio Manager

Bill is Chief Executive Officer and Co-Chief Investment Officer of Epoch Investment Partners.

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David N. Pearl David N. Pearl
Executive Vice President, Co-Chief Investment Officer and Portfolio Manager

David is Executive Vice President and Co-Chief Investment Officer of Epoch Investment Partners.

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Timothy Taussig Timothy T. Taussig
President and Chief Operating Officer

Tim is President and Chief Operating Officer of Epoch Investment Partners. He oversees the day-to-day activities of the Finance, Operations, Compliance and Client Relations and Marketing groups.

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Adam Borak Adam Borak, CPA
Chief Financial Officer

Adam is Chief Financial Officer of Epoch Investment Partners, responsible for all financial, accounting, and fiscal management aspects of the Firm’s operations.

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INVESTMENT TEAM

Steven D. Bleiberg Steven D. Bleiberg
Managing Director, Portfolio Manager

Steven is a portfolio manager and is involved with the design and development of investment strategies. He is also a contributor to Epoch's thought leadership.

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William J. Booth William J. Booth, CFA
Managing Director, Portfolio Manager and Senior Research Analyst

Bill is the director of non-U.S. research and is a portfolio manager for Non-U.S. Equity and Global strategies.

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Michael Caputo Michael Caputo
Managing Director, Portfolio Manager and Senior Research Analyst

Michael is a portfolio manager for Epoch's U.S. Small and SMID Cap strategies.

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Matthew W. Chan Matthew W. Chan, CFA
Director, Senior Research Analyst

Matt is a senior equity research analyst.

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Eric Citerne Eric Citerne, CFA, CPA
Managing Director, Portfolio Manager and Senior Research Analyst

Eric is a portfolio manager for Epoch’s International Small Cap and Global Small Cap strategies.

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Harry Gregory Harry Gregory
Vice President, Portfolio Implementation

Harry is a member of Epoch's Quantitative Research & Risk Management team responsible for portfolio implementation.

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Kevin Hebner, PhD Kevin Hebner, PhD
Managing Director, Global Portfolio Management

Kevin is a global investment strategist.

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Justin Howell, CFA Justin Howell, CFA
Managing Director, Senior Research Analyst

Justin is a senior equity research analyst.

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Wei Huang, CFA Wei Huang, CFA
Director, Portfolio Manager and Research Analyst

Wei is a portfolio manager and an equity research analyst. 

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Michael Jin Michael Jin, CFA
Director, Research Analyst

Michael is an equity research analyst.

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Josepha Kaufman Josepha Kaufman
Managing Director, Senior Research Analyst

Josepha is a senior equity research analyst.

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J. Christian Kirtley, CFA J. Christian Kirtley, CFA
Managing Director, Portfolio Manager and Senior Research Analyst

Chris is a portfolio manager and senior research analyst on non-U.S. equities.

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Lin Lin, CFA Lin Lin, CFA
Director, Quantitative Research and Risk Management

Lin is a member of the Quantitative Research and Risk Management team.

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Wayne Lin Wayne Lin
Managing Director, Global Portfolio Management

Wayne is a member of the global portfolio management team primarily focused on Epoch's product management and development capability.

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Gary Low, CFA Gary Low, CFA
Director, Research Analyst

Gary is an equity research analyst.

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Tamzin Manning Tamzin Manning
Director, Global Portfolio Management

Tamzin is a client portfolio manager for global and non-U.S. equity strategies.

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John A. Miller John A. Miller
Managing Director, Global and U.S. Portfolio Management

John is a client portfolio manager for Epoch’s global and U.S. equity strategies.

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John Morgan John Morgan
Managing Director, Portfolio Manager and Senior Research Analyst

John is a portfolio manager and senior equity research analyst.

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Alex Orozco, CFA Alex Orozco, CFA
Director, Research Analyst

Alex is an equity research analyst.

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Glen Petraglia, CFA Glen Petraglia, CFA
Director, Portfolio Manager and Research Analyst

Glen is a portfolio manager and an equity research analyst.

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Nikolay Petrakov, CFA Nikolay Petrakov, CFA
Director, Research Analyst

Nik is an equity research analyst.

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Dave Pratter, CFA Dave Pratter, CFA
Vice President, Performance Analyst

Dave is a member of Epoch's Quantitative Research & Risk Management team responsible for performance measurement and portfolio implementation.

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Lilian Quah, CFA Lilian Quah, CFA
Managing Director, Portfolio Manager, Director of Quantitative Research

Lilian is a portfolio manager, the director of quantitative research, and a member of the Quantitative Research and Risk Management team.

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John P. Reddan John P. Reddan, CFA
Managing Director, Portfolio Manager and Senior Research Analyst

John is a portfolio manager for the U.S. Choice strategy and senior equity research analyst.

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Jason S. Root Jason S. Root, CIPM
Managing Director, Head of Performance Measurement and Portfolio Implementation

Jason is a member of Epoch's Quantitative Research & Risk Management team and leads the performance measurement and portfolio implementation group. Jason is also a leader of Business Risk.

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Stephen Rose Stephen Rose
Director, Research Analyst

Stephen is an equity research analyst.

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Barney H. Rosen, MD Barney H. Rosen, MD
Managing Director, Senior Research Analyst

Barney is a senior equity research analyst.

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Eric Sappenfield Eric Sappenfield
Managing Director, Portfolio Manager and Senior Research Analyst

Eric is a portfolio manager for Epoch’s Equity Shareholder Yield strategies.

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David J. Siino David J. Siino, CFA, CAIA
Managing Director, Portfolio Manager and Senior Research Analyst

David is a portfolio manager and senior equity research analyst.

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Timothy Sledge Timothy Sledge, CFA
Director, Research Analyst

Tim is an equity research analyst.

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Jeffrey A. Smith Jeffrey A. Smith
Managing Director, Senior Research Analyst

Jeff is a senior equity research analyst.

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Mark Strauss Mark H. Strauss
Managing Director, Head of Trading

Mark leads the trading effort at Epoch Investment Partners and is primarily responsible for trading U.S. securities.

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John Tobin, PhD, CFA John Tobin, PhD, CFA
Managing Director, Portfolio Manager and Senior Research Analyst

John is a portfolio manager for Epoch's Equity Shareholder Yield strategies.

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Rick Vandale, CFA Rick Vandale, CFA
Managing Director, Global and U.S. Portfolio Management

Rick is a client portfolio manager for Global and U.S. equity strategies.

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Jérôme Van Der Ghinst, CFA Jérôme Van Der Ghinst, CFA
Director, Research Analyst

Jérôme is an equity research analyst.

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Douglas Van Gorp Douglas Van Gorp
Managing Director, Trader

Doug leads the non-U.S. trading effort for Epoch Investment Partners.

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Kera Van Valen Kera Van Valen, CFA
Managing Director, Portfolio Manager and Senior Research Analyst

Kera is a portfolio manager for Epoch's Equity Shareholder Yield strategies.

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Richard Watt Richard Watt
Managing Director, Global Portfolio Management

Richard leads our client portfolio manager and product management group.

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Michael Welhoelter Michael A. Welhoelter, CFA
Managing Director, Portfolio Manager and Head of Quantitative Research and Risk Management

Mike is Epoch’s Chief Risk Officer.

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Timothy Wengerd, CFA Timothy Wengerd, CFA
Vice President, Research Analyst

Tim is an equity research analyst.

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Chris Wolters Chris H. Wolters, CFA
Managing Director, Senior Research Analyst

Chris is a senior equity research analyst.

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CLIENT RELATIONS TEAM

Carmen Abramian Carmen Abramian
Director, Client Relations

Carmen is a member of the client service team, with primary responsibility for relationship management of institutional and high net-worth clients.

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Lauren Babij Lauren Babij
Director, Client Relations

Lauren is a member of the client service team, with primary responsibility for day-to-day service of institutional and sub-advisory clients.

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William Connolly William E. Connolly, CFA
Managing Director, Client Relations

Bill leads the overall business development effort for Epoch Investment Partners.

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Andrea Tasker Glogoff Andrea Tasker Glogoff
Managing Director, Client Relations

Andi is a member of the client relations group at Epoch with primary responsibility for relationship management of sub-advisory clients.

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Greg Graziano Greg Graziano
Director, Consultant Relations

Greg is a member of the consultant relations group at Epoch Investment Partners.

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William J. Makris William J. Makris
Managing Director, Institutional Client Relations

Bill is responsible for leading Epoch’s institutional business development efforts in the western region of the U.S. and Canada.

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Sarah J. Mason Sarah J. Mason
Director, Sub-Advisory Relations

Sarah is a member of the client relations group at Epoch Investment Partners, with responsibility for servicing and developing sub-advisory, institutional and consultant relations efforts.

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Maura McNulty Maura McNulty
Director, Client Relations

Maura is a member of the client service team with primary responsibility for relationship management of Epoch’s institutional clients.

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Stephen Millar Stephen Millar
Managing Director, Client Relations, U.K. and Europe

Stephen is responsible for leading Epoch's business development and consultant relations in the U.K. and Europe.

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Nancy Jacobson Paley Nancy Jacobson Paley
Managing Director and Chief of Staff, Business Development

Nancy is a Managing Director and the Chief of Staff, Business Development, responsible for growth and strategic initiatives.

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Thomas Pernice Thomas Pernice
Managing Director, Client Relations

Tom leads the client service effort, bringing extensive client relationship experience to the role.

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Graig Russo Graig Russo
Vice President, Client Relations

Graig is a member of the client service team, with primary responsibility for day-to-day service of institutional clients.

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Gregory Shields, CFA Gregory Shields, CFA
Director, Institutional Client Relations

Greg is a member of the client relations group at Epoch, with primary responsibility for institutional business development within the Midwestern and Southeastern United States.

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Leeor Sillman Leeor Sillman
Director, Client Relations and Marketing

Leeor is a member of the marketing group at Epoch.

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Patricia Tiralongo, CFA Patricia Tiralongo, CFA
Director, Client Relations

Patricia is a member of the client relations group at Epoch.

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Jeffrey Ulness Jeffrey M. Ulness
Managing Director, Sub-Advisory Relations

Jeff leads the sub-advisory business relationship effort at Epoch Investment Partners.

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John Wachter John Wachter
Managing Director, Marketing

John leads the marketing group for Epoch Investment Partners.

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Jennifer Walker Jennifer Walker
Director, Client Relations

Jennifer is a member of the client relations group at Epoch, with responsibility for servicing and developing sub-advisory relationships.

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Keith Watson Keith Watson
Managing Director, Institutional Consultant Relations

Keith is a member of the client relations group at Epoch, responsible for supporting and developing consultant relationships in the Midwestern and Western United States.

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COMPLIANCE & OPERATIONS TEAM

Curt Banos Curt Banos, CPA
Managing Director and Controller, Finance and Administration

Curt is the Corporate Controller, overseeing the Firm’s accounting and financial reporting, as well as corporate tax matters.

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David Barnett David Barnett
Managing Director, Managing Attorney and Chief Compliance Officer

David is Managing Director, Managing Attorney and Chief Compliance Officer for Epoch Investment Partners.

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Mark McGowan Mark McGowan
Managing Director, Chief Technology Officer

Mark is the Chief Technology Officer of Epoch Investment Partners.

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Robert Scalzo Robert Scalzo
Managing Director, Head of Operations

Rob is the Head of Operations for Epoch Investment Partners. He oversees the day-to-day activities of the Operations Team such as settling trades, performing portfolio accounting and processing corporate actions.

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David Shagawat, CRCMP David Shagawat, CRCMP
Director, Deputy Chief Compliance Officer

David is the Director and Deputy Chief Compliance Officer for Epoch Investment Partners.

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Maryanne Sharkey Maryanne Sharkey, CPA
Managing Director, Finance and Administration

Maryanne is responsible for financial reporting and business management functions at Epoch.

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Lori Blankstein Silberlust Lori Blankstein Silberlust
Director, Human Resources

Lori is the Director of Human Resources, responsible for the initiatives that focus on attracting, rewarding, developing and retaining people.

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