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| Any firm in our business
has one critical asset - our people. Come meet the professionals
at Epoch and see first-hand the enthusiasm and dedication
we bring to serving our clients. Attitudes are contagious
and possessing a passion for one's work is a key factor
in the qualitative evaluation of any money management
firm. |
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| Prior to founding Epoch
Investment Partners in 2004 with Phil Clark, David Pearl
and Tim Taussig, Bill was a Co-Managing Partner and
Portfolio Manager at Steinberg Priest & Sloane Capital
Management, LLC for three years. Prior to joining Steinberg
Priest, he was a Member of the Global Executive Committee
of Credit Suisse Asset Management (CSAM), Chairman and
Chief Executive Officer of Credit Suisse Asset Management
Americas and CEO and Portfolio Manager of its predecessor
firm BEA Associates, which he co-founded in 1972. During
his 30 year tenure at BEA and CSAM, he developed the
firm into a well-recognized investment manager with
over $100 billion under management. He is a CFA charterholder,
CPA, and a graduate of Duke University and the University
of Pennsylvania Wharton Graduate School of Business.
He is author of several published articles and papers
on investing and finance, including the books, The
Financial Reality of Pension Funding Under ERISA
and the more recent, Free
Cash Flow and Shareholder Yield: New Priorities for
the Global Investor which details the underpinnings
of our investment approach, published by John Wiley
& Sons. He is a Director of Globe Wireless, InfraRedX
and a Member of the Council on Foreign Relations. |
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Chief Executive Officer,
Co - Chief Investment Officer & Portfolio Manager
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| Prior to co-founding Epoch, Tim was Chief Operating Officer of Trident Investment Management, an investment firm managing mutual funds and hedge funds. He was responsible for the firm's business management, operations, and marketing. Prior to joining Trident, he was Managing Director and Member of the Global Executive Committee for Credit Suisse Asset Management and Co-Head of Marketing for Credit Suisse Asset Management worldwide where his management responsibilities included marketing, client services and e-commerce strategy across distribution channels. Before joining Credit Suisse's predecessor firm, BEA Associates, in 1985, he was a Director of Aetna Capital Management. Tim holds a BA from Dartmouth College and has completed investment courses at University of Pennsylvania's Wharton Graduate School of Business and at New York University's Stern School of Business. |
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| President & Chief Operating
Officer |
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| Prior to co-founding Epoch, Phil was a 17 year veteran of Sanford C. Bernstein & Co., now part of AllianceBernstein. His responsibilities included that of National Managing Director of Bernstein's private client business. Previously, he was Managing Director of Bernstein's Institutional Asset Management business, overseeing the firm's $50 billion clientele. He initiated and managed Bernstein's sub-advisory business and was responsible for many of the marketing innovations in practice at the firm today. Prior to Bernstein, Phil spent five years as President of InveQuest Securities, a family-owned investment firm focused on wealthy individuals and seven years in marketing at IBM, including Marketing Manager of the Ft. Worth, TX new business office. Phil holds a BS in Administrative Sciences from Yale University. |
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| Executive Vice President &
Head of Client Relations |
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| David is a co-founder of
Epoch, and lead Portfolio Manager of Epoch's U.S. services.
He was a Managing Director and Portfolio Manager at
Steinberg Priest & Sloane Capital Management, LLC
where he was responsible for both institutional and
private client assets. Previously, he held senior portfolio
management positions at ING Furman Selz Asset Management
and Citibank Global Asset Management where he managed
mutual funds and institutional accounts. Prior to Citibank,
David was an officer and senior analyst of BEA Associates,
predecessor to Credit Suisse Asset Management - Americas.
David received a BS in Mechanical Engineering from the
University of Pennsylvania and an MBA from Stanford
University Graduate School of Business. |
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Executive Vice President,
Co - Chief Investment Officer & Portfolio Manager |
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| Emily is the lead Co-Portfolio Manager for Epoch's International Small Cap service and key member of both the Non-U.S. and Global investment teams. Prior to joining Epoch, Emily served as a partner with Level Global, a $2 billion hedge fund. Previously, she had been with Artisan Partners where she was a key member of the $2.5 billion International Small Cap portfolio team as well as the larger EAFE portfolio team. Before Artisan, Emily held the role of Partner and Managing Director at Chilton Investment Company where she managed European equities. Prior to Chilton, Emily worked as an analyst at BEA/Credit Suisse Asset Management overseeing $4 billion of European assets. She holds a BA in Economics and MBA in Finance and Marketing from Vanderbilt University. |
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| Managing Director, Portfolio
Manager & Senior Analyst |
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| Director, Analyst |
| Bill is an analyst within
our global team. He has experience in equity analysis
and research specifically in the consumer staples and
consumer discretionary sectors. Bill joined Epoch from
PioneerPath Capital, which is a long/short equity hedge
fund where he was a consumer and retail Analyst. Prior
to PioneerPath, he was a Senior Analyst at Level Global
Investors where he focused on the consumer and industrial
sectors. He also held an equity research position at
Louis Dreyfus Commodities and was a credit Analyst with
Citigroup. Bill holds a BS in Chemical Engineering from
Yale University and an MBA from Leonard N. Stern School
of Business at NYU. He is a CFA charterholder. |
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| Eric is a Senior Analyst with our global team. Eric joined Epoch from Evergreen Investment Management where he served as Vice President, Director and Senior Analyst, responsible for the investment of their international small cap and mid cap services. Eric was also a VP and Analyst at Harbor Capital Management in Boston where he helped manage their international large cap portfolio. Prior to Harbor, Eric spent 3 years as a Senior Equity Analyst at the Teacher Retirement System of Texas and 3 years as a Financial Analyst at the Public Utility Commission of Texas. Eric holds a BBA from University of Texas at Austin as well as an MBA from Southern Methodist University in Dallas. He is a CFA charterholder and CPA. |
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| Director, Senior Analyst |
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| Neeraj Garg has
been a management consultant in the financial services
industry for most of his career. Prior to joining Epoch,
he was a Senior Manager at Deloitte Consulting, where
he focused on strategy and operations engagements for
the Financial Services Group in New York. Neeraj began
his career at Andersen Consulting and he has significant
experience in developing business strategy and improving
operations. He has led projects related to business planning,
organizational design, cost-reduction, customer acquisition,
and merger integration. Neeraj holds an MBA from The Anderson
School at UCLA, and a BS in Computer Science & Engineering
from the University of Connecticut. |
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Director, Business Administration
& Assistant Compliance Officer |
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| Andi is a member of the U.S. investment team responsible for leading the U.S. equity product management effort and supporting U.S. equity client service and consultant relations. Prior to joining Epoch, she spent four years as a senior product manager at Goldman Sachs Asset Management, where she was responsible for articulating portfolio construction and strategy for the firm's growth, value and quantitative equity teams. Before Goldman Sachs, Andi spent eight years at Sanford C. Bernstein & Co., now part of AllianceBernstein, most recently in the institutional marketing group. She holds a B.A. in International Relations from Colgate University. |
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| Managing Director, U.S. Portfolio Management |
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| Ken is a member of the Quantitative and Risk Management team as a dedicated Analyst to Non-U.S. services. Prior to joining Epoch, he spent the last four years as a Global Equity Quantitative Analyst for Federated Global Investment Management. Before Federated, Ken worked for the SAS Institute as a technical associate for the Econometrics and Times Series Group. In addition, he taught econometrics classes at The University of North Carolina at Chapel Hill. Ken holds an AB in Mathematics and Economics and a Ph.D. from The University of North Carolina at Chapel Hill. |
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| Director, Quantitative Research
& Risk Management |
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| Thomas is an International Equity Analyst covering Greater China and Asian companies. He has comprehensive research experience in credit & equity derivatives hedging, correlation trading strategies, firm valuations for buyout and restructuring deals, as well as trading algorithms using pattern recognition techniques. Thomas holds a BS in Electrical Engineering and Bachelor of Laws (Financial & Economic Laws) from National Taiwan University. He also received an MS in Financial Engineering from Columbia University. Prior to his graduate study in quantitative finance, he was a Ph.D. student in Electrical Engineering at Columbia University. |
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| Senior Associate, International Equities |
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| Robert supports and develops Epoch's consultant relations effort. Prior to joining Epoch, he spent four years as an associate at Sanford C. Bernstein & Co., now part of AllianceBernstein, where he held positions with the Private Client Services group and the New Business Development group. Previously, Robert supported the Healthcare Research team at Goldman Sachs. Robert holds a BA in Finance from the University of Georgia. |
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| Vice President, Consultant
Relations |
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| Janet is a member of the U.S. investment team and chairs the weekly U.S. research meetings. Prior to joining Epoch, Janet spent nine years as a Senior Analyst and Co-Portfolio Manager at Steinberg Asset Management. Prior to Steinberg, she was a founding principal of Atlantic Asset Management where she was responsible for product development, sector strategies, and corporate security analysis. Janet's experience also includes investment management positions at Columbus Circle Investors and JP Morgan Investment Management where she coordinated quantitative portfolio strategies and new product development. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University Graduate School of Business. |
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| Managing Director, Portfolio
Management & Senior Analyst |
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| Tom is responsible for leading Epoch's client service efforts. Tom brings over 28 years of client service experience to his current role. Prior to joining Epoch, Tom led the client service effort at ForstmannLeff. Tom spent 23 years at JP Morgan Fleming Asset Management where he directed the firm's institutional client service group and managed a number of major relationships for the firm. Tom received a BA from Stony Brook University and completed investment courses at New York University's Stern School of Business. |
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| Managing Director, Client Service |
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| John is a member of the U.S. investment team. Prior to Epoch, he was a Senior Equity Analyst at Columbia Management Group responsible for research recommendations in the media/entertainment and online industries. Before Columbia Management, he was a Senior Investment Analyst at Mark Partners for six years where he performed fundamental research on long and short investment ideas. Before joining Mark Partners, John held a similar position for over ten years at Moran Asset Management where he provided both buy-side and sell-side research to investment policy committees, institutional brokerage clients, and the company's institutional sales force. He is a graduate of Siena College, and holds an MBA from Columbia University. John is a CFA charterholder. |
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| Managing Director, Senior Analyst |
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| Jason leads the international
trading effort in the firm reporting to senior trader,
Mark Strauss. He also leads the trade implementation
and performance reporting groups. Prior to joining Epoch,
he held a similar position at Allianz Global Investors
of America L.P., where he was responsible for performance
measurement, attribution, and maintenance of firm-wide
GIPS® compliance. Jason's years of experience include
senior performance analytics responsibilities at Citigroup
Asset Management and Sanford C. Bernstein & Co.
Jason holds a BA in Accounting from the University of
Wisconsin - Madison. He is a CIPM certificate holder. |
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| Director, International Trader / Performance Analyst |
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| Mark works in the trade implementation
and performance reporting groups at Epoch. Prior to joining
Epoch, he worked as an associate at Locke Capital Management
also working in trading and performance reporting. Mark
has held positions in the trading and operations group
at Hillman Capital Management and the ITG group at Lydian
Wealth Management, both located in the Washington, DC
area. Mark holds a BA in Finance from the University of
Maryland. |
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| Associate, Portfolio Implementation & Performance |
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| Eric is a member of Epoch's Global and Non-U.S. investment teams and is the lead Co-Portfolio Manager on Epoch's Global Equity Shareholder Yield portfolio. Prior to joining Epoch, he was a research analyst at Spear Leeds & Kellogg where he was responsible for credit/risk assessment. Previously, he was a Senior Analyst at Steinberg Priest & Sloane focusing upon high yield bonds and equities of leveraged companies. Additional experience in his 23 year plus career includes senior analytical roles at The Carlyle Group, Travelers, and Jeffries and Co. Eric holds a BA degree from Stanford University and an MBA from the University of California- Los Angeles. |
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| Managing Director, Portfolio
Manager & Senior Analyst |
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| David is a member of Epoch's U.S. investment team with a primary focus on the financial sector. Prior to joining Epoch, he was a research analyst with Gabelli & Company where he was responsible for covering the financial services sector, overseeing the automotive sector research team and making buy/sell recommendation for the Gabelli mutual funds. Before joining Gabelli & Company, David was an assistant research director for Barron's Business and Financial Weekly. David holds a BA from Hofstra University and an MBA from Baruch College. He is a CFA charterholder. |
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| Director, Analyst |
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| Jeff is an analyst within
Epoch's U.S. investment team. Jeff joined Epoch after
seven years at AllianceBernstein, where he was a Vice
President and Global Equity Research Analyst. At Bernstein,
Jeff was primarily responsible for research coverage
of cyclicals in the U.S. and emerging markets. He made
buy/sell recommendations for both long and short positions.
Jeff holds a BSE from Princeton University and an MBA
from the University of Chicago Graduate School of Business. |
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| Director, Analyst |
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| Mark is primarily responsible
for trading U.S. securities. Prior to joining Epoch
as a Director of Trading, Mark spent 18 years as head
trader at Steinberg, Priest and Sloane Capital Management,
LLC, an equity asset management firm. During his tenure
at SPSCM he oversaw all trading functions and participated
as a member of the Investment Committee. His duties
included trading both U.S. and Non-U.S. securities.
Mark holds a BA from Oneonta State University of New
York and completed graduate work at Pace University
in New York. |
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| Managing Director, Head of
Trading |
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| Jeff is responsible for developing Epoch's sub-advisory business relationship efforts. Prior to Epoch, he held a similar position at ForstmannLeff. Earlier, he was at Deutsche Asset Management where he was Co-Head of the Financial Institutions Group and the Director of Sales for Third Party and Insurance from 2002 to 2003. From 1994 through 2002 Jeff was employed by American Skandia Life. His responsibilities included Counsel to Securities and Markets and later he became a member of Skandia's Global Investment Committee and Head of Global Fund Manager Relations at Skandia Global Funds. Subsequent duties included designation, Head of Asset Management Product Development. For three years prior to joining Skandia in 1994, Jeff was Counsel at Manulife Financial of Canada. He has also served with the SEC's Division of Investment Management from 1986-1989. He received a JD and BA from University of North Dakota and an LL.M Securities Regulations from Georgetown University Law Center. |
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| Managing Director, Sub-Advisory
Relations |
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| Kera is a member of Epoch's Global Equity team. Before attending Columbia Business School, Kera was previously a Vice President within Epoch's Quantitative & Risk Management Team. Prior to joining Epoch, she was a Portfolio Manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds. She also spent time at Credit Suisse Asset Management. Kera received her B.A. in Mathematics at Colgate University and her MBA at Columbia Business School. She is a CFA charterholder. |
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| Vice President & Analyst |
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| Richard is a member of the Global and non-U.S. investment team responsible for leading the Global and non-U.S. equity product management effort and supporting Global and non-U.S. equity client service and consultant relations. Richard spent four years as Executive Vice President of U.K.-based Schroders Investment Management where his responsibilities included consultant relations, client service and sales for domestic and international equity, fixed income and alternative products. Prior to Schroders, he worked at Credit Suisse Asset Management as Head of Emerging Markets and President of CSAM's closed-end investment funds responsible for managing a variety of investment products for clients located globally. Richard has held investment positions as a Portfolio Manager with Gartmore in London and Kleinwort Benson in London in emerging market equities. A native of Scotland, he holds an M.A. Joint Honors Degree in History and Politics from the University of Edinburgh. |
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| Managing Director, Global Portfolio
Management |
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| Mike heads Epoch's Quantitative and Risk Management team. He is a Co-Portfolio Manager on all of Epoch's portfolio services. Prior to Epoch, he was a Director and Portfolio Manager in the Quantitative Strategies Group at Columbia Management Group, Inc. In this role, he managed over $5 billion in mutual funds and separately managed portfolios. Prior to joining Columbia Management Group, he was at Credit Suisse Asset Management Group, where he was a Portfolio Manager in the Structured Equity group, overseeing long/short market neutral and large cap core products. Before joining CSAM, he was a Portfolio Manager and Quantitative Research Analyst at Chancellor/LGT Asset Management. Michael holds a BA degree in Computer and Information Science from Colgate University. He is a member of the New York Society of Security Analysts and the Society of Quantitative Analysts. Michael is a CFA charterholder. |
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| Managing Director, Portfolio
Manager - Quantitative Research & Risk Management |
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| Chris is a member of Epoch's U.S. investment team. He has over 19 years of investment experience. Prior to joining Epoch, he was a Senior Analyst/Portfolio Manager for two years with Cobble Creek Management, a long/short hedge fund. Previous to that position, he was a Senior Equity Analyst at First Manhattan focusing on special situations. Chris gained additional analytical experience with positions at Oscar Gruss and Son and Standard & Poor's. He received a BME in Mechanical Engineering at University of Delaware and an MBA from the Stern School of Business at New York University. He is a CFA charterholder. |
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| Managing Director, Senior Analyst |
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| Chairman |
| Mr. Tessler has served as non-Executive Chairman of the Board since inception. He has been the Chairman and Chief Executive Officer of International Financial Group, Inc., an international merchant banking firm, since 1987. Previously, he was Co-Chairman and Co-Chief Executive Officer of Interactive Data Corporation (formerly Data Broadcasting Corporation), a securities market data supplier, from June 1992 through February 2000. Mr. Tessler was co-founder and Chairman of the Board of Enhance Financial Services, Inc., a public insurance holding company from 1986 through 2001, and was Chairman of the Board of Great Dane Holdings Inc., a private diversified holding company, from 1987 through December 1996. He presently is a director of Limited Brands, Inc. and TD Ameritrade Holding Corporation. He serves as Chairman of the Board of Trustees of the Hudson Institute and is a member of the Board of Governors of the Boys & Girls Clubs of America. Mr. Tessler received his undergraduate degree from Cornell University and L.L.B. from Cornell University Law School. |
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| Dr. Arzac was appointed
to the Board on August 7, 2006. Dr. Arzac, a Senior
Professor of Finance and Economics at the Columbia University
Graduate School of Business and the Co-Director of the
Mergers and Acquisitions program for executives, jointly
offered by Columbia and the London Business School,
is presently a director of The Adams Express Company
(since 1983), Petroleum & Resources Corporation (since
1986), Credit Suisse closed-end funds (since 1990, non-executive
chairman since 2005), Credit Suisse U.S. Institutional
funds (since 2005), Aberdeen closed-end funds (since
2009), and Starcomms Plc (since June 2008). He is the
author of the book, Valuation
for Mergers, Buyouts and Restructuring, and has
published many articles in finance and economic journals.
Dr. Arzac has served as a financial consultant to the
United Nations Conference on Trade Development, the
State of New Jersey and several U.S. and foreign corporations
and financial institutions. Prior to joining Columbia
in 1971, Dr. Arzac taught at the University of Buenos
Aires. He holds a CPN from the University of Buenos
Aires and an M.B.A., M.A., and Ph.D. from Columbia University. |
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| Mr. Berenson was appointed to our Board on June 2, 2004. Mr. Berenson is the Chief Executive Officer of Berenson & Company, Inc., a privately owned, independent investment banking firm headquartered in New York City that he co-founded in 1990. From 1978 until founding Berenson & Company, Mr. Berenson was employed by Merrill Lynch & Company, and served at various times as head of Merrill Lynch's Mergers and Acquisitions Group and co-head of its Merchant Banking unit. Mr. Berenson is presently a director of Noble Energy, Inc. Mr. Berenson graduated with a B.A. from Princeton University. |
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| Mr. Cecil is a private investor,
and since 2005 has served as an advisor to a number
of financial services institutions, including Lehman
Brothers, the New York Stock Exchange, and Neuberger
Berman. Mr. Cecil served as Chairman of CP Kelco, a
privately-held specialty chemicals company beginning
in 2001 through its sale at the end of 2004. Mr. Cecil
was the Chief Financial and Administrative Officer of
Lehman Brothers Holdings Inc. from 1994 until 2000.
He was also a member of the Lehman Brothers' Operating
and Executive Committees. Mr. Cecil joined McKinsey
& Company, Inc. in 1980, was elected partner in
1986, and was a Director from 1991 through 1993. Mr.
Cecil graduated with honors from Princeton University
in 1976 with an A.B. in public and international affairs
from the Woodrow Wilson School. He graduated from Harvard
Law School with a J.D. Magna Cum Laude in 1980 and,
the same year, received his M.B.A. from Harvard Business
School, graduating as a Baker Scholar. Mr. Cecil is
a Senior Vice Chairman of the Board of Directors of
Graham-Windham Agency and is also on the Board of Directors
of The Graham School (a New York Special Act Public
School). He is a member of the Advisory Council of the
Bendheim Center for Finance at Princeton University.
Mr. Cecil also serves on the Wildlife Conservation Society’s
Global Conservation Council. |
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| Mr. Flaherty was appointed to our Board on July 20, 2004. Mr. Flaherty has been Managing Director of Arcon Partners, LLC, a private investment firm since 2005, and is currently a Director Emeritus of McKinsey & Company, Inc., which he joined in 1975. At McKinsey, Mr. Flaherty worked predominantly with financial institutions, as well as media and information companies. Mr. Flaherty is active in private investments and for many years served on, and led, McKinsey's Investment Advisory Committee, which is responsible for pension and discretionary partner investments, with a particular focus on alternative investments. He serves on the Boards of The Rockefeller University, The Foreign Policy Association, The Kenyon Review and TechnoServe. He serves as Chairman of the Advisory Council of the Johns Hopkins School of Advanced International Studies and is a member of the Council on Foreign Relations. Mr. Flaherty is a graduate of Stanford University, the Johns Hopkins School of Advanced International Studies and the Harvard Business School. |
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