Epoch Investment Partners, Inc.  



Epoch Investment Partners, Inc. is a New York-based investment management firm that employs a value-based, bottom-up strategy to investing and manages large-cap and small-cap portfolios. The team of 39 investment professionals is led by Wall Street veteran William Priest, who has more than 45 years of investment management experience. Epoch manages approximately $41 billion (USD) in assets.




Wlliam 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. He is a portfolio manager for Epoch’s global equity investment strategies and leads Epoch's Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities.

Prior to co-founding Epoch in 2004 with David Pearl, Tim Taussig and Phil Clark, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years. Before 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. Bill is the author of several published articles and papers on investing and finance, including the books, The Financial Reality of Pension Funding Under ERISA, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, and Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology (with co-authors Steven Bleiberg and Michael Welhoelter).

He holds the Chartered Financial Analyst designation, is a former CPA and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business. He is a member of the Council on Foreign Relations.




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

David is Executive Vice President and Co-Chief Investment Officer of Epoch Investment Partners. He is a portfolio manager for Epoch’s U.S. investment strategies.

Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David 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 holds a BS in Mechanical Engineering from the University of Pennsylvania and an MBA from The Stanford University Graduate School of Business.




Michael Caputo Michael Caputo
Managing Director, Portfolio Manager and Senior Research Analyst
Michael is a portfolio manager for Epoch's U.S. small and small mid-cap strategies. Prior to joining Epoch in 2016, Michael spent over thirteen years at Cramer Rosenthal McGlynn, most recently as a portfolio manager and senior research analyst. Before Cramer Rosenthal McGlynn, Michael was a vice president in Corporate Finance at Morgan Stanley.

Michael earned a BA from the University of Notre Dame and an MBA from the University of Pennsylvania Wharton Graduate School of Business.




John Morgan John Morgan
Managing Director, Portfolio Manager and Senior Research Analyst
John is a portfolio manager and senior equity research analyst. Prior to joining Epoch in 2012, John spent 16 years at Putnam Investments where he was a senior vice president and co-manager of the Global Natural Resources Fund. He was also the senior chemicals and basic materials analyst for Putnam’s international and global funds, and, earlier, an analyst for their domestic funds.

He holds a BA from Denison University and an MBA from The Johnson School at Cornell University.




Lilian Quah 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. Prior to joining Epoch in 2013, she spent five years at AllianceBernstein, where she was a senior quantitative analyst in the Value Equities Group. Before Bernstein, Lilian was a senior consultant in the finance practice at the ERS Group, an economics consulting firm.

Lilian has a BA in Economics from Wellesley College and a Masters in Economics from Stanford University. She holds the Chartered Financial Analyst designation.




John Reddan John P. Reddan, CFA
Managing Director, Portfolio Manager and Senior Research Analyst
John is a portfolio manager and senior equity research analyst at Epoch specializing in U.S. equities. Prior to joining Epoch in 2004, 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. Prior to joining Mark Partners, John held a similar position 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, Graduate School of Business. John holds the Chartered Financial Analyst designation.




Eric Sappenfield Eric Sappenfield
Managing Director, Portfolio Manager and Senior Research Analyst
Eric is a portfolio manager at Epoch specializing in equity shareholder yield strategies. Prior to joining Epoch in 2006, 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 Capital Management, LLC, focusing on high yield bonds and equities of leveraged companies. Eric’s additional experience includes senior analytical roles at The Carlyle Group, Travelers, and Bankers Trust.

Eric holds a BA degree from Stanford University and an MBA from UCLA Anderson School of Management.




John M. Tobin John M. Tobin, PhD, CFA
Managing Director, Portfolio Manager and Senior Research Analyst
John is a portfolio manager at Epoch specializing in equity shareholder yield strategies. Prior to joining Epoch in 2012, John taught undergraduate economics as a lecturer at Fordham University. Before that he spent four years at HSBC Global Asset Management as a senior research analyst and almost twenty years at Credit Suisse Asset Management where he was a senior research analyst for the U.S. High Yield Bond team. Previously he worked at Bankers Trust Company where he began his career.

John received AB, AM and PhD degrees in Economics from Fordham University and holds the Chartered Financial Analyst designation.




Kera Van Valen Kera Van Valen, CFA
Managing Director, Portfolio Manager and Senior Research Analyst
Kera is a portfolio manager at Epoch specializing in equity shareholder yield strategies. Prior to joining the Global Equity team, Kera was an analyst within Epoch’s Quantitative Research and Risk Management team. Before joining Epoch in 2005, 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 worked at Credit Suisse Asset Management.

Kera received her BA in mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business. She holds the Chartered Financial Analyst designation.




Michael Welhoelter Michael Welhoelter, CFA
Managing Director, Portfolio Manager and Head of Quantitative Research and Risk Management
Mike is Epoch’s Chief Risk Officer. He is responsible for integrating risk management into the investment process. Prior to joining Epoch in 2005, he was a director and portfolio manager in the Quantitative Strategies Group at Columbia Management Group, Inc. Before that, he was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. Mike is an author (with co-authors Bill Priest and Steven Bleiberg) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology.

Mike holds a BA in Computer and Information Science from Colgate University. He is a member of the New York Society of Security Analysts, the Society of Quantitative Analysts and holds the CFA designation.




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