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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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| Before the founding of Epoch
Investment Partners in 2004, William W. Priest was a Co-Managing
Partner and Portfolio Manager at Steinberg Priest & Sloane
Capital Management, LLC for two 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, Bill 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 most 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, Chief Investment Officer & Portfolio Manager
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| Timothy T. Taussig 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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| J. Philip Clark 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 where he frequently spoke at the firm's Client and Professional Conferences. Previously, he was Managing Director of Bernstein's Institutional Asset Management business, overseeing the firm's $50 billion clientele, the largest amount of value assets in the pension business. He initiated and managed Bernstein's successful sub-advisory business and was responsible for many of the marketing innovations in practice at AllianceBernstein firm today. He was instrumental in the success of the Los Angeles office, the first of several regional offices. Prior to Bernstein, Phil spent five years as President of InveQuest Securities, a family-owned investment firm dealing with wealthy individuals for five years and he had a seven year marketing career 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 N. Pearl 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 a similar portfolio management position at ING Furman Selz Asset Management, where he was responsible for $200 million of institutional and private client assets. He also founded and managed Sagacity International Ltd., a long/short hedge fund. Prior to that, he was a Senior Portfolio Manager at Citibank Global Asset Management. He managed over $200 million of mutual fund and institutional accounts, and ranked in the top decile of performance versus his peer group. 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, Head
of U.S. Equities & Portfolio Manager |
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| Emily is the lead Co-Portfolio manager for Epoch's International Small Cap Strategy 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. Prior to that, she was 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. Prior to Artisan, Emily held the role of Partner and Managing Director at Chilton Investment Company where she helped manage European equities. Prior to Chilton, Bill Priest had hired Emily as an analyst at BEA/Credit Suisse Asset Management where she helped manage $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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| Adam Borak was previously a Director of Finance at Credit Suisse Asset Management, and its predecessor firm BEA Associates. During his seven year tenure, he was responsible for the corporate finance function of the firm's New York office. Prior to that, he was the Chief Financial Officer of Lehman Brothers Canada, Inc. and also worked for Lehman Brothers in New York. Adam began his career with PriceWaterhouse, and is a CPA. He is a graduate of the Wharton School of Business of the University of Pennsylvania. |
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| Chief Financial Officer |
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| Prior to joining Epoch, Melissa worked at Merrill Lynch in the Private Wealth Management group as a client associate assisting in the allocation and client servicing of client portfolios. Prior to Merrill Lynch, she worked as an associate for Bernstein Global Wealth Management, the private client division of AllianceBernstein, and as a client manager at Northeast Investment Management, a private investment management firm in Boston. She holds a BA in Political Science from Denison University. |
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| Vice President, Client Service |
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| Prior to joining Epoch, Ronan was a Managing Director Principal at Bear Stearns Asset Management where he was responsible for leading the Public Fund sales and relationship management efforts. Prior to Bear Stearns, Ronan was Executive Vice President and Director of Institutional Sales for almost seven years at Hartford Investment Management. Prior to that, he was Director of Public Fund Marketing at Brundage, Story & Rose (now Bessemer Trust) and held a number of senior roles in his 11 years with Bank of Ireland in both the US and Ireland. Ronan holds a BBS in Marketing from Dublin City University, Ireland. |
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| Managing Director, Public Funds
Relations |
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| Prior to joining Epoch, Dina was an associate at Finnerty Economic Consulting where she specialized in statistical analysis of financial and economic data. Dina was an economic and policy research analyst at Pfizer, and held various positions at Zurich Scudder Investments and Liberty Mutual Funds. Dina earned a BA in Philosophy and Classics from the University of Arizona, an MSF from Northeastern University and a Ph.D. in Economics from Fordham University. |
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| Senior Associate & Analyst |
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| Kathleen joined Epoch Investment Partners from AllianceBernstein bringing nearly 30 years of institutional investment management experience. Previously, she was the chief marketing officer of a Chicago-based hedge fund and CEO of PrivateTrade, a company focused on trading secondary interests in private equity limited partnerships. Kathleen spent more than a decade as a managing director with Barclays Global Investors in San Francisco where she held leadership positions in sales, consultant relations and US marketing. Early in her career, Kathleen held positions with Merrill Lynch and Kidder Peabody. She holds a BS in Economics from the University of San Francisco. |
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| Managing Director, Client Relations |
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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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| Prior to joining Epoch, Andrea 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. Prior to Goldman Sachs, Andrea spent eight years at Sanford C. Bernstein & Co., now part of AllianceBernstein, most recently in the institutional marketing group. Andrea holds a BA in International Relations from Colgate University. |
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| Managing Director, Consultant
Relations |
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| Prior to joining Epoch, Ken spent the last four years as a global equity quantitative analyst for Federated Global Investment Management. Prior to Federated, Ken worked for the SAS Institute as a technical student 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 works in international equities covering Greater China and Asian small cap 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 and 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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| Prior to joining Epoch, Robert spent the last 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. Prior to Bernstein, Robert supported the Healthcare Research team at Goldman Sachs. Additionally, he spent a year working for a U.S. Senator on Capitol Hill. Robert holds a BA in Finance from the University of Georgia. |
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| Vice President, Consultant
Relations |
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| Prior to joining Epoch, Janet spent the last 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 over 26 years of investment 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 Pernice brings over 26 years of client service experience to bear on his role. He joined Epoch most recently from ForstmannLeff, where he led their client service effort. Prior to that, 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 P. Reddan was a Senior Equity analyst at Columbia Management Group where he was responsible for research recommendations in the media/entertainment and online industries. Prior to that, 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 by writing reports and presenting 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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| Prior to joining Epoch, Jason 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 more than ten 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, Performance |
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| Prior to joining Epoch, Eric was a research analyst at Spear Leads & 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 21 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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| Prior to joining Epoch, David 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 funds with $30 billion in AUM. 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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| Prior to joining Epoch Investment Partners 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. Prior to joining the firm in January 1986, Mark was associated with a national consulting firm. 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
U.S Trading |
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| Jeff is responsible for all sub-advisory business and also covers major Consulting firms. Prior to Epoch, he held a similar position at ForstmannLeff. Previously, 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 initial 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 of Head of Asset Management Product Development. For three years prior to joining Skandia in 1994, Jeff was Counsel at Manulife Financial. Preceding his position at Manulife, he was an attorney in the Division of Investment Management for the SEC 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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| Richard Watt spent four years as Executive Vice President at UK-based Schroder Investment Management where his responsibilities included consultant relations, client service and sales for domestic and international equity, fixed income and alternative products. Prior to Schroder, 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 MA 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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| Michael Welhoelter 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. Prior to 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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| Jon Williams has spent his entire career in the investment management business developing a specialty in advising institutions, families and individuals on all aspects of investment policy development, the selection of suitable investments, education and tailoring of investment strategies to meet the unique objectives of clients. Most recently he was a Managing Director with myCFO Investment Advisory Services where he advised affluent families and chaired the Investment Policy Committee. Prior to joining myCFO, Jon spent eight years as a Partner with Asset Strategy Consulting in Los Angeles. Asset Strategy tailored investment advisory services for a variety of prominent institutional and individual investors with approximately $200 billion of pension, endowment, foundation, insurance, and healthcare assets. He received his Ph.D. in Economics from the University of California, Los Angeles and has taught economics at several universities. He is a Chartered Financial Analyst, a member of Association of Investment Management and Research, and a member of the Los Angeles Society of Financial Analysts. He is currently on the Board of Directors for Girls and Boys Town of Southern California. |
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| Managing Director, Client Relations |
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| Chris Wolters has over 17 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. Prior to that, he spent years as 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 |
| Allan R. Tessler serves as the Non-Executive Chairman of the Board of Epoch Holding Company since the integration of Epoch Investment Partners with JNet Enterprises in June of 2004. Prior to that, he served as CEO and Chairman of the Board of JNet Enterprises since March of 2000 and May 1994 respectively. He was a director of JNet since 1980. He has been Chairman and Chief Executive Officer of International Financial Group, Inc., an international merchant banking firm, since 1987. He was Co-Chief Executive Officer of Interactive Data Corporation (formerly Data Broadcasting Corporation), a securities market data supplier, from June 1992 through February 2000. From 1986 through 2001 Mr. Tessler was Chairman of the Board of Enhance Financial Services Group, Inc., an insurance holding company which was merged into Radian Corp., and was Chairman of the Board of Great Dane Holdings Inc., a diversified holding company, from 1987 through December 1996. He is also a director of Limited Brands, Inc. and Interactive Data Corporation. Allan is currently a principal of Corporate Recovery Group, LLC. Allan received his undergraduate degree from Cornell University and L.L.B. from Cornell University Law School. He was Editor-in-Chief of the Cornell Law Quarterly and was elected to Phi Kappa Phi and the Order of the Coif. |
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| Dr. Enrique Arzac became a
Director of Epoch Holding Corporation in August 2006.
Currently, he is a 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 at the London Business School. He is the
author of the book, Valuation
for Mergers, Buyouts and Restructuring, and has
published many articles in finance and economic journals.
Enrique has been a consultant to a number of corporations
and financial institutions in both North and South America
and Europe. Enrique also serves on the board of directors
of The Adams Express Company, Petroleum & Resources
Corporation and the Credit Suisse Asset Management Funds. He
holds a CPN from the University of Buenos Aires and an
MBA, MA, and Ph.D. from Columbia University. |
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| Jeffrey L. Berenson is President and Chief Executive Officer of Berenson & Company. He has spent more than 30 years in the investment banking business. He joined White Weld & Co. in 1972 and joined the Mergers and Acquisitions Department of Merrill Lynch following Merrill Lynch's acquisition of White Weld in 1978. Jeffrey was appointed head of Merrill Lynch's Mergers and Acquisitions Department in 1986 and co-headed Merrill Lynch's Merchant Banking Group from 1988-1990. In 1990, he co-founded Berenson Minella & Company, the predecessor firm to Berenson & Company. Jeffrey graduated Magna Cum Laude with a BA from Princeton University in 1972. |
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| Peter A. Flaherty is a Director Emeritus of McKinsey & Company. He joined McKinsey in 1975, became a Principal in 1981, and was elected a Senior Partner in 1986. At McKinsey, Peter has worked predominantly with financial institutions, as well as media and information companies. In June 2001, he moved to part-time status with McKinsey to focus increasingly on his widespread interests in the field of finance. Peter 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. Peter is a graduate of Stanford University, the Johns Hopkins School of Advanced International Studies and the Harvard Business School. He is a member of the Board of Visitors of the Institute for International Studies at Stanford University and of the Advisory Council for the Johns Hopkins School of Advanced International Studies. He is on the Boards of the Foreign Policy Association, Rockefeller University, The Kenyon Review, and of TechnoServe. He is a member of the Council on Foreign Relations. |
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| Eugene M. Freedman became a Director of Epoch Holding Corporation in June of 2004. Previously, he had been a director JNet Enterprises since June 2001. Eugene was a Founder, Director, President and then a Senior Advisor of Monitor Clipper Partners, Inc., a private equity firm until December 2002. He was, until December 2003, a director and Senior Advisor of Monitor Company Group Limited Partnership, an international business strategy and consulting firm, which he joined in 1995. Until October 1994 and for many prior years, Eugene was a senior partner of Coopers & Lybrand, where he served as Chairman and Chief Executive Officer of Coopers & Lybrand LLP, U.S. and as Chairman of Coopers & Lybrand International. He is a graduate of the Wharton School at the University of Pennsylvania and of the Graduate Business School of Columbia University. Eugene is Director of Limited Brands, Inc., Pathmark Stores, Inc., E-Credit.com, Inc. and Outcome Sciences, Inc., and an Advisory Board Member of The Cross Country Group, Inc. |
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