About Us

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.


William W. Priest, CFA

Chief Executive Officer, Co-Chief Investment Officer and Portfolio Manager

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David N. Pearl

Executive Vice President, Co-Chief Investment Officer and Portfolio Manager

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Timothy T. Taussig

President and Chief Operating Officer

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Adam Borak, CPA

Chief Financial Officer

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Nancy Jacobson Paley

Chief Administrative Officer, Director of Client and Product Strategy

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