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Epoch Investment Partners

Company

Investment-firm

Financing round

General

About Company
Epoch Investment Partners manages separate client-focused equity strategies and mutual funds through sub-advisory relationships.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2004

Number of employees

IPO status

Private

Description

The firm primarily serves a global institutional client base, including corporations, public funds, foundations, and endowments, as well as high net worth individuals and other charitable organizations. Epoch Investment Partners invests in value stocks of companies across all market capitalizations and employs shareholder yield choice and absolute return strategies, using fundamental analysis and in-house research to create its investment portfolios.
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People

Founders
2
William W. Priest
William W. Priest

William W. Priest

William W. Priest is Chief Investment Officer of Epoch Investment Partners and CEO of its parent firm Epoch Holding Company, a NASDAQ listed company. Prior to joining Epoch, he was Co-Managing Partner and Portfolio Manager of Steinberg, Priest and Sloane Capital Management for three years. Previously, he was Chairman and CEO of Credit Suisse Asset Management Americas and its predecessor firm, BEA Associates, which he co-founded in the early 1970s. During his 30-year tenure at BEA and CSAM, he developed the company into a widely respected investment management firm with over $100 billion under management. He is a Director of Duke University's Fuqua School of Business and a member of the Council on Foreign Relations. A graduate of Duke University and the University of Pennsylvania's Wharton Graduate School of Business, he also holds a CPA and is a CFA charter holder.

current job

Epoch Investment Partners
Epoch Investment Partners

organization founded

1

William W. Priest

Timothy Torrey Taussig

current job

Epoch Investment Partners
Epoch Investment Partners

organization founded

1

Timothy Torrey Taussig

Employee Profiles
15
Bob Lee

Bob Lee

VP of Engineering

Allan Tessler

Allan Tessler

CEO

Miri Kim

Miri Kim

Senior Associate

Eric Sappenfield

Managing Director

Jennifer Sun

Jennifer Sun

Head Equity Capital Markets Group

Adam Borak

Chief Financial Officer

Brad Peterson

Brad Peterson

Managing Director & Chief Operating Officer

William W. Priest

William W. Priest

Chief Investment Officer

Activity

Recent News
3