Epoch Investment Partners
Industry: Management services company
DescriptionHeadquarters: New York City, NY Founded: 2004 Parent organization: TD Bank US Holding Company Subsidiaries: J Net Ventures I LLC, J Net Holdings, LLC, Epoch Investment Partners Inc, IW Holdings Inc
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Epoch Investment Partners Employees
Employee
Years
Job
Industry
Portia Amato Portia Amato's Epoch Investment Partners Experience January 2014 - Present
Job Compliance Officer, DRA Advisors, LLC
Industry Investment Management
Experience
DRA Advisors LLC April 2015 - Present
Epoch Investment Partners January 2014 - Present
Epoch Investment Partners, Inc. February 2010 - Present
Jacobs Levy Equity Management August 2006 - December 2009
Rockefeller Company September 2005 - March 2006
US Trust, Affiliate of Charles Schwab and Company October 2003 - September 2005
New York Life Investment Management LLC October 2001 - October 2003
Fred Alger Management February 2001 - October 2001
Systematic Financial Management May 1997 - February 2001
Skills
Portfolio Management, Equities, Trading, Investment Management, Fixed Income, Middle Office, Asset Management, Mutual Funds, Securities, Alternative Investments, Investments, Settlement, Financial Services, Corporate Actions, Bloomberg, Legal Compliance
Education
Dover Business College 1997 — 1997
Diploma, Computer Information Specialist
Saint Peter's University 1995 — 1997
B.S.B.A
DRA Advisors LLC April 2015 - Present
Epoch Investment Partners January 2014 - Present
Epoch Investment Partners, Inc. February 2010 - Present
Jacobs Levy Equity Management August 2006 - December 2009
Rockefeller Company September 2005 - March 2006
US Trust, Affiliate of Charles Schwab and Company October 2003 - September 2005
New York Life Investment Management LLC October 2001 - October 2003
Fred Alger Management February 2001 - October 2001
Systematic Financial Management May 1997 - February 2001
Skills
Portfolio Management, Equities, Trading, Investment Management, Fixed Income, Middle Office, Asset Management, Mutual Funds, Securities, Alternative Investments, Investments, Settlement, Financial Services, Corporate Actions, Bloomberg, Legal Compliance
Education
Dover Business College 1997 — 1997
Diploma, Computer Information Specialist
Saint Peter's University 1995 — 1997
B.S.B.A
Allison O'Neal Allison O'Neal's Epoch Investment Partners Experience December 2011 - August 2012
Job Investment Banking Analyst at Aegis Energy Advisors
Industry Financial Services
Experience
Aegis Energy Advisors August 2012 - Present
Epoch Investment Partners December 2011 - August 2012
PricewaterhouseCoopers August 2010 - December 2011
UBS Investment Bank June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Equities, Research, Alternative Investments, Equity Research, Data Analysis, Mergers & Acquisitions, Hedge Funds, VBA, Investment Banking, Portfolio Management, Investments, Quantitative Analytics, Commodity, Mutual Funds, Finance, Bloomberg Terminal, Capital Markets, Economics, Microsoft Office, Access, Analysis, Corporate Finance, Energy Efficiency, Oil & Gas, Downstream Oil & Gas, Data Modeling
Education
Villanova University 2007 — 2010
Dual Bachelor of Arts, Economics & Statistics; International Business; French
Drew University 2006 — 2007
Economics & Statistics
Aegis Energy Advisors August 2012 - Present
Epoch Investment Partners December 2011 - August 2012
PricewaterhouseCoopers August 2010 - December 2011
UBS Investment Bank June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Equities, Research, Alternative Investments, Equity Research, Data Analysis, Mergers & Acquisitions, Hedge Funds, VBA, Investment Banking, Portfolio Management, Investments, Quantitative Analytics, Commodity, Mutual Funds, Finance, Bloomberg Terminal, Capital Markets, Economics, Microsoft Office, Access, Analysis, Corporate Finance, Energy Efficiency, Oil & Gas, Downstream Oil & Gas, Data Modeling
Education
Villanova University 2007 — 2010
Dual Bachelor of Arts, Economics & Statistics; International Business; French
Drew University 2006 — 2007
Economics & Statistics
John Morgan John Morgan's Epoch Investment Partners Experience September 2012 - Present
Job
Industry Financial Services
Experience
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners September 2012 - Present
Putnam Investments April 2008 - March 2012
Putnam Investments May 2006 - March 2012
Putnam Investments June 2003 - May 2006
Putnam Investments June 1994 - June 2001
Skills
Portfolio Management, Investments, Energy, Emerging Markets, Natural Resources, Financial Statement..., Industrials, Hedge Funds, Chemical Industry, Industrial Sector, Investment Management, Equities, Valuation, Mutual Funds, Equity Research, Alternative Investments, Competitive Analysis, Investment Banking, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Denison University 1990 — 1994
BA, Political Science and Government
St. Louis University- Madrid, Spain 1993 — 1993
Study Abroad, Spanish Language and Literature
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners September 2012 - Present
Putnam Investments April 2008 - March 2012
Putnam Investments May 2006 - March 2012
Putnam Investments June 2003 - May 2006
Putnam Investments June 1994 - June 2001
Skills
Portfolio Management, Investments, Energy, Emerging Markets, Natural Resources, Financial Statement..., Industrials, Hedge Funds, Chemical Industry, Industrial Sector, Investment Management, Equities, Valuation, Mutual Funds, Equity Research, Alternative Investments, Competitive Analysis, Investment Banking, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Denison University 1990 — 1994
BA, Political Science and Government
St. Louis University- Madrid, Spain 1993 — 1993
Study Abroad, Spanish Language and Literature
Gary Low, CFA's Epoch Investment Partners Experience August 2012 - Present
Job Global Equities Analyst at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners August 2012 - Present
Bank Vontobel AG 2011 - 2012
BlackRock 2005 - 2011
Delaware Investments 2004 - 2005
Credit Suisse 1999 - 2002
Skills
Fixed Income, Equity Trading, Financial Analysis, Analysis, Equities, Equity Capital Markets, Fixed Income Analysis, Chartered Financial..., Equity Valuation, Equity Research, High Yield, Corporate Finance, Emerging Markets, Investment Management, Value Investing
Education
Wharton Business School 2002 — 2004
Master of Business Administration (MBA), Finance
Cambridge University
\
Epoch Investment Partners August 2012 - Present
Bank Vontobel AG 2011 - 2012
BlackRock 2005 - 2011
Delaware Investments 2004 - 2005
Credit Suisse 1999 - 2002
Skills
Fixed Income, Equity Trading, Financial Analysis, Analysis, Equities, Equity Capital Markets, Fixed Income Analysis, Chartered Financial..., Equity Valuation, Equity Research, High Yield, Corporate Finance, Emerging Markets, Investment Management, Value Investing
Education
Wharton Business School 2002 — 2004
Master of Business Administration (MBA), Finance
Cambridge University
\
Chamila Blanco Chamila Blanco's Epoch Investment Partners Experience May 2013 - Present
Job Senior Associate Client Service at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners May 2013 - Present
Taylor Woods Capital 2011 - 2013
UBS Global Asset Management April 2008 - April 2009
Skills
Bloomberg, Manage Client..., Marketing, Client Liason, Microsoft Office, CRM databases, Cross-functional..., Investment Management, Fixed Income, Lexis, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg Terminal, Derivatives
Education
Fordham University - Graduate School of Business Administration 2014 — 2017
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Epoch Investment Partners May 2013 - Present
Taylor Woods Capital 2011 - 2013
UBS Global Asset Management April 2008 - April 2009
Skills
Bloomberg, Manage Client..., Marketing, Client Liason, Microsoft Office, CRM databases, Cross-functional..., Investment Management, Fixed Income, Lexis, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg Terminal, Derivatives
Education
Fordham University - Graduate School of Business Administration 2014 — 2017
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Mark McGowan Mark McGowan's Epoch Investment Partners Experience March 2007 - Present
Job
Industry Investment Management
Experience
Epoch Investment Partners March 2007 - Present
McGowan Consulting LLC June 2004 - Present
Education
University of Virginia 2003 — 2004
MSMIT
The George Washington University - School of Business 1997 — 1999
MBA
University of Vermont 1988 — 1991
BA
Epoch Investment Partners March 2007 - Present
McGowan Consulting LLC June 2004 - Present
Education
University of Virginia 2003 — 2004
MSMIT
The George Washington University - School of Business 1997 — 1999
MBA
University of Vermont 1988 — 1991
BA
Don Townswick's Epoch Investment Partners Experience November 2011 - July 2012
Job Director of Equity Strategies
Industry Investment Management
Experience
Conning & Co April 2015 - Present
Golden Capital Management June 2012 - April 2015
Epoch Investment Partners November 2011 - July 2012
Quantitative Investment Insights, LLC April 2009 - November 2011
Alpha Equity Management, LLC August 2004 - February 2009
ING Investment Management January 2000 - January 2004
Aetna/Aeltus Investment Management January 1994 - January 2000
INVESCO Management & Research January 1993 - January 1994
INVESCO Capital Management January 1992 - January 1993
McDonnell-Douglas Corporation January 1989 - January 1990
Skills
Hedge Funds, Equities, Investments, Asset Management, Portfolio Management, Asset Managment, Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Financial Modeling, Derivatives, Emerging Markets, Investment Banking, Quantitative Analytics, Financial Services, Alternative Investments
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration, Quantitative Finance
University of Southern California 1985 — 1988
Bachelor of Science, Mechanical Engineering
Tustin High School 1979 — 1983
Diploma, General Studies - Liberal Arts
Conning & Co April 2015 - Present
Golden Capital Management June 2012 - April 2015
Epoch Investment Partners November 2011 - July 2012
Quantitative Investment Insights, LLC April 2009 - November 2011
Alpha Equity Management, LLC August 2004 - February 2009
ING Investment Management January 2000 - January 2004
Aetna/Aeltus Investment Management January 1994 - January 2000
INVESCO Management & Research January 1993 - January 1994
INVESCO Capital Management January 1992 - January 1993
McDonnell-Douglas Corporation January 1989 - January 1990
Skills
Hedge Funds, Equities, Investments, Asset Management, Portfolio Management, Asset Managment, Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Financial Modeling, Derivatives, Emerging Markets, Investment Banking, Quantitative Analytics, Financial Services, Alternative Investments
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration, Quantitative Finance
University of Southern California 1985 — 1988
Bachelor of Science, Mechanical Engineering
Tustin High School 1979 — 1983
Diploma, General Studies - Liberal Arts
Jeffrey Berenson Jeffrey Berenson's Epoch Investment Partners Experience June 2004 - April 2013
Job CEO at Berenson & Company
Industry Financial Services
Experience
Hudson Institute May 2013 - Present
Noble Energy May 2005 - Present
Berenson & Company 1990 - Present
Epoch Investment Partners June 2004 - April 2013
Merrill Lynch May 1978 - December 1990
White, Weld & Co. July 1972 - May 1978
Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Romance Languages
Hudson Institute May 2013 - Present
Noble Energy May 2005 - Present
Berenson & Company 1990 - Present
Epoch Investment Partners June 2004 - April 2013
Merrill Lynch May 1978 - December 1990
White, Weld & Co. July 1972 - May 1978
Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Romance Languages
David Shagawat David Shagawat's Epoch Investment Partners Experience January 2013 - February 2014
Job Director, Compliance Officer at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners January 2013 - February 2014
AXA Equitable Funds Management Group, LLC August 2011 - January 2013
AXA Equitable May 2007 - August 2011
AXA Equitable August 2005 - May 2007
Citigroup Asset Management June 2004 - August 2005
Alliance Capital Management April 2002 - June 2004
Alliance Capital Management January 1999 - March 2002
Alliance Capital Management January 1998 - December 1998
Alliance Capital Management June 1997 - December 1997
Skills
Investment Advisers Act, Investment Company Act, Securities, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Equities
Education
Montclair State University
BS, Business Administration; Double Concentration Accounting and Finance
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners January 2013 - February 2014
AXA Equitable Funds Management Group, LLC August 2011 - January 2013
AXA Equitable May 2007 - August 2011
AXA Equitable August 2005 - May 2007
Citigroup Asset Management June 2004 - August 2005
Alliance Capital Management April 2002 - June 2004
Alliance Capital Management January 1999 - March 2002
Alliance Capital Management January 1998 - December 1998
Alliance Capital Management June 1997 - December 1997
Skills
Investment Advisers Act, Investment Company Act, Securities, Mutual Funds, Risk Management, Investment Advisory, Financial Services, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Bloomberg, Portfolio Management, Asset Management, Financial Analysis, Investments, Equities
Education
Montclair State University
BS, Business Administration; Double Concentration Accounting and Finance
Kathleen Hunt Kathleen Hunt's Epoch Investment Partners Experience May 2007 - March 2009
Job Executive Administrative Assistant at Oliver Wyman
Industry Broadcast Media
Experience
Oliver Wyman October 2012 - Present
PeopleFinders Plus, Inc. March 2011 - September 2012
Bessemer Trust March 2009 - March 2011
Cantor Fitzgerald 2011 - 2011
Epoch Investment Partners May 2007 - March 2009
CDMi-Connect March 2006 - March 2007
Grey Advertising March 2001 - February 2006
Skills
Dedicated Professional, Highly detail oriented, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Concur, excellent writer, type 60 wpm
Education
National Shakespeare Conservatory 1987 — 1990
MFA/Certificate, Theatre/Theater, 3.8
Towson University 1983 — 1987
BFA, Theatre, 3.6
Oliver Wyman October 2012 - Present
PeopleFinders Plus, Inc. March 2011 - September 2012
Bessemer Trust March 2009 - March 2011
Cantor Fitzgerald 2011 - 2011
Epoch Investment Partners May 2007 - March 2009
CDMi-Connect March 2006 - March 2007
Grey Advertising March 2001 - February 2006
Skills
Dedicated Professional, Highly detail oriented, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Concur, excellent writer, type 60 wpm
Education
National Shakespeare Conservatory 1987 — 1990
MFA/Certificate, Theatre/Theater, 3.8
Towson University 1983 — 1987
BFA, Theatre, 3.6
Kamila Goulet Kamila Goulet's Epoch Investment Partners Experience March 2010 - October 2012
Job Experienced and WellRounded Financial Services Admin
Industry Financial Services
Experience
Epoch Investment Partners, Inc. April 2015 - Present
Hastings Yoga January 2013 - Present
Yoga Works January 2010 - Present
Guggenheim Partners May 2014 - April 2015
Epoch Investment Partners March 2010 - October 2012
Morgan Stanley February 2004 - November 2008
Morgan Stanley August 2000 - February 2004
Skills
Prenatal Yoga, Yoga, Hatha Yoga, Wellness, Fitness, Wellness Coaching, Personal Training
Education
Yogaworks 2008 — 2009
500 hr RYT, Yoga Teacher Training/Yoga Therapy
Marymount Manhattan College 2001 — 2006
Int'l Studies
Epoch Investment Partners, Inc. April 2015 - Present
Hastings Yoga January 2013 - Present
Yoga Works January 2010 - Present
Guggenheim Partners May 2014 - April 2015
Epoch Investment Partners March 2010 - October 2012
Morgan Stanley February 2004 - November 2008
Morgan Stanley August 2000 - February 2004
Skills
Prenatal Yoga, Yoga, Hatha Yoga, Wellness, Fitness, Wellness Coaching, Personal Training
Education
Yogaworks 2008 — 2009
500 hr RYT, Yoga Teacher Training/Yoga Therapy
Marymount Manhattan College 2001 — 2006
Int'l Studies
Dana Dick Dana Dick's Epoch Investment Partners Experience 2007 - 2010
Job Creative Resource Manager / Executive Assistant at Ogilvy & Mather
Industry Marketing and Advertising
Experience
Ogilvy & Mather Advertising 2013 - Present
Ogilvy & Mather Advertising 2010 - 2013
Epoch Investment Partners 2007 - 2010
Morgan Stanley Investment Management 2005 - 2007
Goldman Sachs Asset Management 2003 - 2005
Skills
Creative Resourcing, Recruiting, Office Management, Event Planning, Marketing Communications, Event Management, Research, Project Management, Social Media, Training & Development, Advertising, Social Media Marketing
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), History
Ogilvy & Mather Advertising 2013 - Present
Ogilvy & Mather Advertising 2010 - 2013
Epoch Investment Partners 2007 - 2010
Morgan Stanley Investment Management 2005 - 2007
Goldman Sachs Asset Management 2003 - 2005
Skills
Creative Resourcing, Recruiting, Office Management, Event Planning, Marketing Communications, Event Management, Research, Project Management, Social Media, Training & Development, Advertising, Social Media Marketing
Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), History
Tomas A Vazquez Tomas A Vazquez's Epoch Investment Partners Experience August 2006 - December 2010
Job Data Support Engineer at DoubleVerify
Industry Information Technology and Services
Experience
DoubleVerify April 2015 - Present
NBCUniversal, Inc. October 2014 - March 2015
Operative August 2013 - July 2014
Homecare Software Solutions September 2012 - August 2013
Credit Suisse November 2011 - March 2012
Epoch Investment Partners August 2006 - December 2010
Robeco September 2005 - June 2006
Moore Capital Management December 2003 - August 2005
Citi November 2002 - September 2003
Lehman Brothers November 2000 - October 2002
Skills
Technical Support, Integration, Troubleshooting, Microsoft SQL Server, Networking, Analysis, SQL, Customer Support, Training, Salesforce.com, SaaS, Software Implementation, IT Management, Software Installation, Crystal Reports, Information Technology, Visual Studio, Customer Service, Microsoft Office, SDLC, Vertica, MySQL, Python
Education
Pace University 1993 — 1997
Bachelor's degree, Computer Science
DoubleVerify April 2015 - Present
NBCUniversal, Inc. October 2014 - March 2015
Operative August 2013 - July 2014
Homecare Software Solutions September 2012 - August 2013
Credit Suisse November 2011 - March 2012
Epoch Investment Partners August 2006 - December 2010
Robeco September 2005 - June 2006
Moore Capital Management December 2003 - August 2005
Citi November 2002 - September 2003
Lehman Brothers November 2000 - October 2002
Skills
Technical Support, Integration, Troubleshooting, Microsoft SQL Server, Networking, Analysis, SQL, Customer Support, Training, Salesforce.com, SaaS, Software Implementation, IT Management, Software Installation, Crystal Reports, Information Technology, Visual Studio, Customer Service, Microsoft Office, SDLC, Vertica, MySQL, Python
Education
Pace University 1993 — 1997
Bachelor's degree, Computer Science
Allison J. Shea M.S, RPA-C's Epoch Investment Partners Experience 2005 - 2006
Job Physician Assistant
Industry Hospital & Health Care
Experience
Sadick Dermatology December 2013 - November 2014
Hospital for Special Surgery January 2012 - January 2014
Aesthetic and Surgical DER Of New York 2007 - 2009
Epoch Investment Partners 2005 - 2006
PR Newswire 2003 - 2005
Skills
BLS, ACLS, Clinical Research, Hospitals, Medical Education, Medicine, Sports Medicine, Surgery
Education
Joan & Sanford I. Weill Medical College of Cornell University 2009 — 2011
Masters of Science, Physician Assistant Studies
Hofstra University 2006 — 2008
post-bach
Fordham University
Bachelor of Business Administration (B.B.A.), Marketing and Communications
Sadick Dermatology December 2013 - November 2014
Hospital for Special Surgery January 2012 - January 2014
Aesthetic and Surgical DER Of New York 2007 - 2009
Epoch Investment Partners 2005 - 2006
PR Newswire 2003 - 2005
Skills
BLS, ACLS, Clinical Research, Hospitals, Medical Education, Medicine, Sports Medicine, Surgery
Education
Joan & Sanford I. Weill Medical College of Cornell University 2009 — 2011
Masters of Science, Physician Assistant Studies
Hofstra University 2006 — 2008
post-bach
Fordham University
Bachelor of Business Administration (B.B.A.), Marketing and Communications
Sarah Mason's Epoch Investment Partners Experience September 2011 - Present
Job Vice President at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners September 2011 - Present
PineBridge Investments January 2009 - September 2011
PineBridge Investments July 2007 - December 2008
Brunswick School August 2005 - June 2007
Zhang Partners June 2006 - August 2006
Education
Amherst College 2001 — 2005
Psychology
The Blake School 1997 — 2001
Lake Country Montessori School 1985 — 1997
Manhattanville College
MAT, Education
Epoch Investment Partners September 2011 - Present
PineBridge Investments January 2009 - September 2011
PineBridge Investments July 2007 - December 2008
Brunswick School August 2005 - June 2007
Zhang Partners June 2006 - August 2006
Education
Amherst College 2001 — 2005
Psychology
The Blake School 1997 — 2001
Lake Country Montessori School 1985 — 1997
Manhattanville College
MAT, Education
Mark Rosenblum Mark Rosenblum's Epoch Investment Partners Experience February 2009 - July 2011
Job
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Edward Azimi's Epoch Investment Partners Experience May 2006 - May 2015
Job Axiom International Investors
Industry Investment Management
Experience
Axiom International Investors June 2015 - Present
Epoch Investment Partners May 2006 - May 2015
Cramer Rosenthal McGlynn 1997 - 2006
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Axiom International Investors June 2015 - Present
Epoch Investment Partners May 2006 - May 2015
Cramer Rosenthal McGlynn 1997 - 2006
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Richard Watt Richard Watt's Epoch Investment Partners Experience April 2007 - Present
Job MD at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Epoch Investment Partners April 2007 - Present
Schroders March 2003 - March 2007
Credit Suisse 1998 - December 2002
BEA Associates May 1995 - March 1998
Gartmore March 1992 - April 1995
Kleinwort Benson May 1987 - March 1992
Lothian Regional Council July 1982 - April 1987
Skills
Equities, Emerging Markets, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Securities, Equity Research, Derivatives, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bonds, Trading, Valuation, Financial Services, Options, Hedge Funds, Management, Alternative Investments, Capital Markets
Education
The University of Edinburgh 1976 — 1980
MA, Politics and Modern History
Jeff Ulness Jeff Ulness's Epoch Investment Partners Experience August 2004 - Present
Job Managing Director, Subadvisory Relations at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners August 2004 - Present
ForstmannLeff May 2003 - August 2004
Deutsche Asset Management January 2002 - April 2003
American Skandia (now part of Prudential Financial) July 1994 - January 2002
American Skandia July 1994 - August 1997
North American Security Life (now John Hancock) February 1991 - July 1994
Dewey & LeBoeuf LLP January 1990 - February 1991
Army National Guard 1977 - 1991
US Securities and Exchange Commission August 1986 - December 1989
Skills
Asset Managment, Hedge Funds, Alternative Investments, Securities, Equities, Mutual Funds, Fixed Annuities, Investments, Management, Asset Management, Strategy, Investment Management, Asset Allocation, Due Diligence, Trading, Investment Strategies
Education
Georgetown University Law Center 1986 — 1988
LLM, Securities Regulation
The University of North Dakota School of Law 1984 — 1986
JD, Law
The University of North Dakota 1979 — 1982
BA, Advertising and Public Relations, Political Science
Bismarck High School 1976 — 1978
Epoch Investment Partners August 2004 - Present
ForstmannLeff May 2003 - August 2004
Deutsche Asset Management January 2002 - April 2003
American Skandia (now part of Prudential Financial) July 1994 - January 2002
American Skandia July 1994 - August 1997
North American Security Life (now John Hancock) February 1991 - July 1994
Dewey & LeBoeuf LLP January 1990 - February 1991
Army National Guard 1977 - 1991
US Securities and Exchange Commission August 1986 - December 1989
Skills
Asset Managment, Hedge Funds, Alternative Investments, Securities, Equities, Mutual Funds, Fixed Annuities, Investments, Management, Asset Management, Strategy, Investment Management, Asset Allocation, Due Diligence, Trading, Investment Strategies
Education
Georgetown University Law Center 1986 — 1988
LLM, Securities Regulation
The University of North Dakota School of Law 1984 — 1986
JD, Law
The University of North Dakota 1979 — 1982
BA, Advertising and Public Relations, Political Science
Bismarck High School 1976 — 1978
Kenneth Hightower Kenneth Hightower's Epoch Investment Partners Experience March 2007 - Present
Job Director Quantitative Research and Risk Mgmt at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners March 2007 - Present
Federated Investors 2003 - 2007
Skills
Quantitative Research, Bloomberg, Hedge Funds, Equities, Alternative Investments, Valuation, Fixed Income, Equity Research, Asset Management, Private Equity, Portfolio Management, Quantitative Analytics, Derivatives
Education
University of North Carolina at Chapel Hill 1989 — 2002
Epoch Investment Partners March 2007 - Present
Federated Investors 2003 - 2007
Skills
Quantitative Research, Bloomberg, Hedge Funds, Equities, Alternative Investments, Valuation, Fixed Income, Equity Research, Asset Management, Private Equity, Portfolio Management, Quantitative Analytics, Derivatives
Education
University of North Carolina at Chapel Hill 1989 — 2002
Doug Van Gorp Doug Van Gorp's Epoch Investment Partners Experience August 2011 - Present
Job Director of International Trading Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners August 2011 - Present
State of Wisconsin Investment Board 2010 - August 2011
Deephaven Capital Management 2005 - 2009
Deephaven Capital Management 2002 - 2005
Deephaven Capital Management 2001 - 2002
Skills
Options, Bloomberg, Investments, Securities, Alternative Investments, Portfolio Management, Equities, Trading, Asset Managment, Hedge Funds, Trading Systems, Capital Markets, Mutual Funds, Quantitative Analytics, Investment Strategies, Valuation, Equity Research, Investment Management, Quantitative Finance, Investment Banking, Asset Allocation, Series 7, Fixed Income, Derivatives, Equity Trading, Equity Derivatives, Risk Management, Equity Valuation, Asset Management, Emerging Markets, Swaps
Education
University of Minnesota - Carlson School of Management 1997 — 2001
BA, Finance
Epoch Investment Partners August 2011 - Present
State of Wisconsin Investment Board 2010 - August 2011
Deephaven Capital Management 2005 - 2009
Deephaven Capital Management 2002 - 2005
Deephaven Capital Management 2001 - 2002
Skills
Options, Bloomberg, Investments, Securities, Alternative Investments, Portfolio Management, Equities, Trading, Asset Managment, Hedge Funds, Trading Systems, Capital Markets, Mutual Funds, Quantitative Analytics, Investment Strategies, Valuation, Equity Research, Investment Management, Quantitative Finance, Investment Banking, Asset Allocation, Series 7, Fixed Income, Derivatives, Equity Trading, Equity Derivatives, Risk Management, Equity Valuation, Asset Management, Emerging Markets, Swaps
Education
University of Minnesota - Carlson School of Management 1997 — 2001
BA, Finance
Stephanie Stuchin Stephanie Stuchin's Epoch Investment Partners Experience July 2010 - December 2012
Job Freelance Marketing Consultant
Industry Marketing and Advertising
Experience
Freelance September 2014 - Present
KCSA Strategic Communications December 2012 - August 2014
theCOMMSapp December 2012 - August 2014
Epoch Investment Partners July 2010 - December 2012
Street Project 2008 - 2011
Capital Guardian Trust Company 2008 - June 2010
Capital Guardian Trust Company 2007 - 2008
Chapin Hill Advisors Inc. 2006 - 2007
Chapin Hill Advisors 2005 - 2006
New England Financial 2004 - 2005
Skills
Marketing, Project Management, Integrated Marketing, Marketing Strategy, Marketing Communications, Web Marketing Strategy, Management, New Business Development, Digital Marketing, Market Research, Leadership, Project Planning, Competitive Analysis, Social Media Marketing, Social Media, Strategy, Sales, Digital Strategy, Email Marketing
Education
New York University 2012 — 2013
MS, Integrated Marketing
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Freelance September 2014 - Present
KCSA Strategic Communications December 2012 - August 2014
theCOMMSapp December 2012 - August 2014
Epoch Investment Partners July 2010 - December 2012
Street Project 2008 - 2011
Capital Guardian Trust Company 2008 - June 2010
Capital Guardian Trust Company 2007 - 2008
Chapin Hill Advisors Inc. 2006 - 2007
Chapin Hill Advisors 2005 - 2006
New England Financial 2004 - 2005
Skills
Marketing, Project Management, Integrated Marketing, Marketing Strategy, Marketing Communications, Web Marketing Strategy, Management, New Business Development, Digital Marketing, Market Research, Leadership, Project Planning, Competitive Analysis, Social Media Marketing, Social Media, Strategy, Sales, Digital Strategy, Email Marketing
Education
New York University 2012 — 2013
MS, Integrated Marketing
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Matthew Herman Matthew Herman's Epoch Investment Partners Experience December 2010 - Present
Job Vice President at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. March 2014 - Present
Epoch Investment Partners December 2010 - Present
Franklin Templeton Investments November 2009 - November 2010
Clay Finlay LLC August 2007 - August 2009
Skills
Asset Management, Portfolio Management, Equities, Bloomberg, Investments, Mutual Funds, Capital Markets, Investment Management, Asset Managment, Alternative Investments
Education
Lehigh University 2003 — 2007
Bachelor's of Science, Finance
Epoch Investment Partners, Inc. March 2014 - Present
Epoch Investment Partners December 2010 - Present
Franklin Templeton Investments November 2009 - November 2010
Clay Finlay LLC August 2007 - August 2009
Skills
Asset Management, Portfolio Management, Equities, Bloomberg, Investments, Mutual Funds, Capital Markets, Investment Management, Asset Managment, Alternative Investments
Education
Lehigh University 2003 — 2007
Bachelor's of Science, Finance
Kera Van Valen, CFA's Epoch Investment Partners Experience July 2008 - Present
Job Managing Director, Investment Analyst and Portfolio Manager at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners July 2008 - Present
Catalyst Investors 2007 - 2007
Epoch Investment Partners January 2005 - June 2006
Bank of America 2002 - 2005
Credit Suisse Asset Management 2002 - 2002
JPMorgan Chase 2001 - 2002
Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing
Colgate University 1997 — 2001
Mathematics
Epoch Investment Partners July 2008 - Present
Catalyst Investors 2007 - 2007
Epoch Investment Partners January 2005 - June 2006
Bank of America 2002 - 2005
Credit Suisse Asset Management 2002 - 2002
JPMorgan Chase 2001 - 2002
Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing
Colgate University 1997 — 2001
Mathematics
Frank Vendome's Epoch Investment Partners Experience July 2004 - January 2006
Job Managing Director at 1199SEIU
Industry Financial Services
Experience
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
1199SEIU Benefit and Pension Funds March 2015 - Present
Merrill Lynch January 2010 - February 2015
Barclays Wealth 2008 - January 2010
Lehman Brothers March 2008 - September 2008
Citigroup Private Bank July 2006 - March 2008
HSBC Asset Management January 2006 - July 2006
Epoch Investment Partners July 2004 - January 2006
Merrill Lynch June 1993 - July 2004
Merrill Lynch 1993 - 2004
Skills
Analytics, Asset Management, Equities, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Banking, Investments, Risk Management, Securities, Wealth Management, Mutual Funds, Performance Appraisal, Performance Reporting
Education
Saint John's University - Peter J. Tobin College of Business 1989 — 1993
Bachelor's of Science - Finance, Finance, General
Carmen Abramian's Epoch Investment Partners Experience February 2013 - Present
Job Director at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners February 2013 - Present
Epoch Investment Partners September 2010 - February 2013
Capital Group Companies April 2010 - September 2010
Capital Group Companies July 2006 - March 2010
First Capital Mortgage July 2005 - June 2006
Independent September 2004 - July 2005
First Capital Mortgage March 2001 - June 2004
Xdrive Technologies July 2000 - December 2000
El Sombrero Restaurant December 1998 - July 2000
Lakeshore Entertainment October 1996 - December 1998
Skills
Asset Managment, Investments, Equities, Mutual Funds, Capital Markets, Project Management, Financial Services, Investment Management, Asset Management, Marketing, Management
Education
University of California, Berkeley 1991 — 1995
Bachelor of Arts (B.A.), Women's Studies
University of Michigan
Non-degree study, 2004 Summer Language Institute - Yerevan, Armenia
Epoch Investment Partners February 2013 - Present
Epoch Investment Partners September 2010 - February 2013
Capital Group Companies April 2010 - September 2010
Capital Group Companies July 2006 - March 2010
First Capital Mortgage July 2005 - June 2006
Independent September 2004 - July 2005
First Capital Mortgage March 2001 - June 2004
Xdrive Technologies July 2000 - December 2000
El Sombrero Restaurant December 1998 - July 2000
Lakeshore Entertainment October 1996 - December 1998
Skills
Asset Managment, Investments, Equities, Mutual Funds, Capital Markets, Project Management, Financial Services, Investment Management, Asset Management, Marketing, Management
Education
University of California, Berkeley 1991 — 1995
Bachelor of Arts (B.A.), Women's Studies
University of Michigan
Non-degree study, 2004 Summer Language Institute - Yerevan, Armenia
Kevin Herlihy's Epoch Investment Partners Experience March 2012 - Present
Job Client Relations and Marketing at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners March 2012 - Present
BNY Mellon 2010 - 2012
BlackRock 2006 - 2009
Robeco Investment Management 2004 - 2006
Ark Asset Management 1997 - 2004
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Fordham University
BS, Management/Marketing
Epoch Investment Partners March 2012 - Present
BNY Mellon 2010 - 2012
BlackRock 2006 - 2009
Robeco Investment Management 2004 - 2006
Ark Asset Management 1997 - 2004
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Fordham University
BS, Management/Marketing
Clive Gershon's Epoch Investment Partners Experience January 2010 - December 2012
Job Managing Director, Global Head of Marketing and Strategy, Guggenheim Investments institutional at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2012 - Present
CP Productions 2009 - Present
Epoch Investment Partners January 2010 - December 2012
Capital Guardian Trust Company / Capital Group 1997 - 2009
J P Morgan Investment Management January 1995 - October 1997
London Stock Exchange 1986 - 1994
Skills
Equities, Competitive Analysis, Investments, Asset Management, Strategy, Asset Managment, Start-ups, Emerging Markets, Financial Services, Investment Management, Management, Mutual Funds
Education
Bournemouth University 1980 — 1984
BA (Hons.) Business Studies, Business, Marketing, Economics
Guggenheim Partners December 2012 - Present
CP Productions 2009 - Present
Epoch Investment Partners January 2010 - December 2012
Capital Guardian Trust Company / Capital Group 1997 - 2009
J P Morgan Investment Management January 1995 - October 1997
London Stock Exchange 1986 - 1994
Skills
Equities, Competitive Analysis, Investments, Asset Management, Strategy, Asset Managment, Start-ups, Emerging Markets, Financial Services, Investment Management, Management, Mutual Funds
Education
Bournemouth University 1980 — 1984
BA (Hons.) Business Studies, Business, Marketing, Economics
Eric Citerne's Epoch Investment Partners Experience September 2008 - Present
Job Managing Director at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners September 2008 - Present
Evergreen Investments March 2004 - September 2008
Skills
Equities, Portfolio Management, Hedge Funds, Equity Research
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin 1985 — 1988
BBA, Finance
Epoch Investment Partners September 2008 - Present
Evergreen Investments March 2004 - September 2008
Skills
Equities, Portfolio Management, Hedge Funds, Equity Research
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin 1985 — 1988
BBA, Finance
Claudia Martell's Epoch Investment Partners Experience March 2009 - February 2010
Job
Industry Apparel & Fashion
Experience
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Confidential May 2014 - February 2015
CW Capital Asset Management LLC February 2012 - February 2014
Deutsche Bank March 2010 - October 2010
Epoch Investment Partners March 2009 - February 2010
AllianceBernstein July 2004 - October 2008
Pequot Capital September 2001 - March 2004
Deutsche Bank August 1996 - September 2001
Morgan Stanely July 1993 - July 1996
Morgan Stanley 1992 - 1996
American Urban Radio Networks January 1991 - April 1992
Skills
Marketing, Project Management, Event Planning, Microsoft Office, Team Building, Event Management, Microsoft Excel, Microsoft Word, Outlook, Sales, Social Networking, PowerPoint, Research, Negotiation, Business Development, Recruiting, Office Management, Contract Negotiation, Real Estate, Vendor Relationships, Networking, Corporate Events, Private Events, Non-profit Volunteer, Facilities Management, Management
Education
The Art Institute of New York 1996 — 1998
Pastry Arts, Associates Degree
Skidmore College 1988 — 1989
Jaime Frantantoni's Epoch Investment Partners Experience June 2006 - August 2007
Job Vice President at Citibank
Industry Banking
Experience
Citigroup December 2009 - Present
Credit Suisse Asset Management October 2007 - November 2009
Perishing LLC August 2007 - October 2007
Epoch Investment Partners June 2006 - August 2007
Lord Abbett & Co 2004 - 2007
UBS May 2006 - June 2006
Lord Abbett April 2005 - May 2006
Morrow and Company January 2002 - April 2005
Education
Monmouth University 1997 — 2001
Freehold Twp Highschool 1994 — 1997
Citigroup December 2009 - Present
Credit Suisse Asset Management October 2007 - November 2009
Perishing LLC August 2007 - October 2007
Epoch Investment Partners June 2006 - August 2007
Lord Abbett & Co 2004 - 2007
UBS May 2006 - June 2006
Lord Abbett April 2005 - May 2006
Morrow and Company January 2002 - April 2005
Education
Monmouth University 1997 — 2001
Freehold Twp Highschool 1994 — 1997
Jessica Simpson's Epoch Investment Partners Experience June 2004 - July 2006
Job Human Resources Sr. Manager, R&D at Amgen
Industry Human Resources
Experience
Amgen November 2011 - Present
Amgen February 2011 - November 2011
Amgen August 2009 - February 2011
Amgen August 2008 - August 2009
Amgen June 2007 - September 2007
Epoch Investment Partners June 2004 - July 2006
Steinberg Asset Management December 2002 - June 2004
Skills
Change Management, Project Management, Organizational Design, Restructuring, Talent Management, Workforce Planning, Process Improvement
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Human Resources and Organizational Behavior
University of California, Los Angeles 1998 — 2002
BA, Psychology and Business Administration
The Hebrew University 2000 — 2001
N/A, Year study abroad program
Amgen November 2011 - Present
Amgen February 2011 - November 2011
Amgen August 2009 - February 2011
Amgen August 2008 - August 2009
Amgen June 2007 - September 2007
Epoch Investment Partners June 2004 - July 2006
Steinberg Asset Management December 2002 - June 2004
Skills
Change Management, Project Management, Organizational Design, Restructuring, Talent Management, Workforce Planning, Process Improvement
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA, Human Resources and Organizational Behavior
University of California, Los Angeles 1998 — 2002
BA, Psychology and Business Administration
The Hebrew University 2000 — 2001
N/A, Year study abroad program
Joseph Sroka, CFA, CMT's Epoch Investment Partners Experience July 2005 - February 2007
Job Chief Investment Officer at NovaPoint Capital LLC
Industry Investment Management
Experience
NovaPoint Capital LLC June 2015 - Present
The Algonquin Company, LLC August 2011 - Present
Spectrum Advisory Services, Inc. April 2014 - May 2015
GMT Capital Corp. March 2008 - September 2011
Epoch Investment Partners July 2005 - February 2007
Ironbound Capital Management February 2004 - June 2005
Merrill Lynch June 1999 - February 2004
ABN AMRO 1997 - 1999
US Army May 1988 - June 1992
Skills
Hedge Funds, Equity Research, Technical Analysis, Financial Analysis, Equities, Alternative Investments, Investments, Industry Analysis, Asset Management, Portfolio Management, Due Diligence, Weapons, Military Leadership, Strategic Leadership, Team Leadership, Entrepreneurship, Financial Services, Leadership, Finance, Competitive Analysis, Management, Corporate Finance, Military, Venture Capital, Start-ups, Strategy
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Accounting
London Business School 1997 — 1997
MBA Exchange Program, Finance
United States Military Academy at West Point 1984 — 1988
BS, Sociology
NovaPoint Capital LLC June 2015 - Present
The Algonquin Company, LLC August 2011 - Present
Spectrum Advisory Services, Inc. April 2014 - May 2015
GMT Capital Corp. March 2008 - September 2011
Epoch Investment Partners July 2005 - February 2007
Ironbound Capital Management February 2004 - June 2005
Merrill Lynch June 1999 - February 2004
ABN AMRO 1997 - 1999
US Army May 1988 - June 1992
Skills
Hedge Funds, Equity Research, Technical Analysis, Financial Analysis, Equities, Alternative Investments, Investments, Industry Analysis, Asset Management, Portfolio Management, Due Diligence, Weapons, Military Leadership, Strategic Leadership, Team Leadership, Entrepreneurship, Financial Services, Leadership, Finance, Competitive Analysis, Management, Corporate Finance, Military, Venture Capital, Start-ups, Strategy
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Accounting
London Business School 1997 — 1997
MBA Exchange Program, Finance
United States Military Academy at West Point 1984 — 1988
BS, Sociology
Sean Farrell's Epoch Investment Partners Experience August 2009 - September 2010
Job Compliance Officer at Greenlight Capital
Industry Financial Services
Experience
Greenlight Capital April 2011 - Present
Level Global Investors September 2010 - April 2011
Epoch Investment Partners August 2009 - September 2010
ACA Compliance Group July 2006 - August 2009
US Securities and Exchange Commission October 2003 - June 2006
Deloitte & Touche 2002 - 2003
Smith & Smith Public Accountants January 2000 - September 2002
United States Air Force April 1994 - January 2000
Education
Rutgers University-New Brunswick 2000 — 2002
BS, Accounting
Greenlight Capital April 2011 - Present
Level Global Investors September 2010 - April 2011
Epoch Investment Partners August 2009 - September 2010
ACA Compliance Group July 2006 - August 2009
US Securities and Exchange Commission October 2003 - June 2006
Deloitte & Touche 2002 - 2003
Smith & Smith Public Accountants January 2000 - September 2002
United States Air Force April 1994 - January 2000
Education
Rutgers University-New Brunswick 2000 — 2002
BS, Accounting
David Siino, CFA, CAIA's Epoch Investment Partners Experience July 2007 - Present
Job Managing Director, Analyst at Epoch Investment Partners
Industry Financial Services
Experience
Epoch Investment Partners July 2007 - Present
Gabelli Asset Management April 1999 - June 2007
Skills
Equities, Equity Research, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
MBA, Finance, General
Hofstra University 1993 — 1997
BA, English
Valley Stream North
Epoch Investment Partners July 2007 - Present
Gabelli Asset Management April 1999 - June 2007
Skills
Equities, Equity Research, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
MBA, Finance, General
Hofstra University 1993 — 1997
BA, English
Valley Stream North
Jaye Benoit's Epoch Investment Partners Experience May 2008 - August 2010
Job Client Service and Marketing Manager at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers August 2010 - Present
Epoch Investment Partners May 2008 - August 2010
J.P. Morgan Fleming Asset Management 2001 - 2008
JPMorgan Asset Management 2001 - 2008
Zurich Scudder Investments November 1999 - March 2001
Schroders June 1998 - July 1999
MJ Whitman 1997 - 1998
Education
Syracuse University
BS
Woodlands high school
AXA Investment Managers August 2010 - Present
Epoch Investment Partners May 2008 - August 2010
J.P. Morgan Fleming Asset Management 2001 - 2008
JPMorgan Asset Management 2001 - 2008
Zurich Scudder Investments November 1999 - March 2001
Schroders June 1998 - July 1999
MJ Whitman 1997 - 1998
Education
Syracuse University
BS
Woodlands high school
Tom Bochnowski's Epoch Investment Partners Experience 2000 - 2001
Job Vice President at Redpoint Resolutions LLC
Industry Security and Investigations
Experience
Redpoint Resolutions LLC February 2014 - Present
Universal Operations Risk Management LLC October 2011 - Present
Medical and Security Evacuation Provider June 2008 - August 2011
Tacitum Solutions September 2007 - June 2008
Adobe Systems May 2005 - September 2007
Solectron January 2004 - May 2005
Epoch Investment Partners 2000 - 2001
Skills
Strategic Planning, Risk Management, New Business Development, Business Strategy, Crisis Management, Strategic Partnerships, Management Consulting, Strategy, Program Management, Mergers, Marketing Strategy, Enterprise Software, Mergers & Acquisitions, Cross-functional Team..., SaaS, Start-ups, Business Intelligence, Leadership, Management, Analytics, Executive Management, CRM, Product Management, Competitive Analysis, Vendor Management, Process Improvement, Product Marketing, Business Process..., Business Development, Cloud Computing, Team Leadership, Salesforce.com
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management
University of California, Los Angeles 1994 — 1996
BA, Economics, Summa Cum Laude
Princeton University 1992 — 1994
Menlo-Atherton
Redpoint Resolutions LLC February 2014 - Present
Universal Operations Risk Management LLC October 2011 - Present
Medical and Security Evacuation Provider June 2008 - August 2011
Tacitum Solutions September 2007 - June 2008
Adobe Systems May 2005 - September 2007
Solectron January 2004 - May 2005
Epoch Investment Partners 2000 - 2001
Skills
Strategic Planning, Risk Management, New Business Development, Business Strategy, Crisis Management, Strategic Partnerships, Management Consulting, Strategy, Program Management, Mergers, Marketing Strategy, Enterprise Software, Mergers & Acquisitions, Cross-functional Team..., SaaS, Start-ups, Business Intelligence, Leadership, Management, Analytics, Executive Management, CRM, Product Management, Competitive Analysis, Vendor Management, Process Improvement, Product Marketing, Business Process..., Business Development, Cloud Computing, Team Leadership, Salesforce.com
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, General Management
University of California, Los Angeles 1994 — 1996
BA, Economics, Summa Cum Laude
Princeton University 1992 — 1994
Menlo-Atherton
John P. Reynolds's Epoch Investment Partners Experience March 2010 - June 2014
Job Managing Director, Head of Global Consultant Relations at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Nuveen Investments June 2014 - Present
Epoch Investment Partners March 2010 - June 2014
TD Asset Management April 2008 - March 2010
BNY Mellon Asset Management January 2002 - April 2008
Brown Brothers Harriman August 1991 - July 2000
Salomon Brothers Inc July 1983 - December 1989
Education
Manhattan College 1978 — 1982
Bachelor of Arts, Economics/Government
Melanie Burror Paddon's Epoch Investment Partners Experience 2009 - 2010
Job Head of Client Services at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners 2010 - Present
Epoch Investment Partners 2009 - 2010
D. E. Shaw & Co. 2007 - 2009
Citigroup June 2006 - March 2007
Lava Trading June 2003 - June 2006
Columbia Business School July 2001 - June 2003
Skadden Arps June 1998 - August 2000
Skills
Financial Services, Private Equity, Hedge Funds, Alternative Investments, Equities, Investor Relations, Capital Markets, Client Services, Asset Management, Separately Managed..., GIPS Compliance, CRM, Investor Reporting, Fund Administration, Offshore Investments, Asset Managment, Management, PowerPoint, QlikView, Series 63, Series 7, Series 24
Education
Harvard University 2000 — 2001
Ed.M., Higher Education Administration, Graduate School of Education
Wellesley College 1994 — 1998
B.A., American Studies/Economics (minor)
Perella Weinberg Partners 2010 - Present
Epoch Investment Partners 2009 - 2010
D. E. Shaw & Co. 2007 - 2009
Citigroup June 2006 - March 2007
Lava Trading June 2003 - June 2006
Columbia Business School July 2001 - June 2003
Skadden Arps June 1998 - August 2000
Skills
Financial Services, Private Equity, Hedge Funds, Alternative Investments, Equities, Investor Relations, Capital Markets, Client Services, Asset Management, Separately Managed..., GIPS Compliance, CRM, Investor Reporting, Fund Administration, Offshore Investments, Asset Managment, Management, PowerPoint, QlikView, Series 63, Series 7, Series 24
Education
Harvard University 2000 — 2001
Ed.M., Higher Education Administration, Graduate School of Education
Wellesley College 1994 — 1998
B.A., American Studies/Economics (minor)
John Troise's Epoch Investment Partners Experience March 2010 - July 2010
Job RFP Writer / Consultant Databse Manager
Industry Financial Services
Experience
Fischer Francis Trees & Watts/BNP Paribas Inivestment Partners May 2011 - October 2012
Epoch Investment Partners March 2010 - July 2010
Palisade Capital Management L.L.C. January 2009 - August 2009
AG Asset Management January 1999 - December 2008
EQUISERVE (Formerly First Chicago Trust Company of New York) May 1996 - January 1999
First Chicago Trust Company of New York December 1993 - May 1996
Skills
RFP, Equities, Fixed Income, Asset Managment, Investments, Marketing, Portfolio Management, Management, Hedge Funds, Asset Allocation, Mutual Funds, Consultant Databases, Proposal Writing, Asset Management, Financial Services, Capital Markets, Investment Management
Education
Hofstra University
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Marketing
Fischer Francis Trees & Watts/BNP Paribas Inivestment Partners May 2011 - October 2012
Epoch Investment Partners March 2010 - July 2010
Palisade Capital Management L.L.C. January 2009 - August 2009
AG Asset Management January 1999 - December 2008
EQUISERVE (Formerly First Chicago Trust Company of New York) May 1996 - January 1999
First Chicago Trust Company of New York December 1993 - May 1996
Skills
RFP, Equities, Fixed Income, Asset Managment, Investments, Marketing, Portfolio Management, Management, Hedge Funds, Asset Allocation, Mutual Funds, Consultant Databases, Proposal Writing, Asset Management, Financial Services, Capital Markets, Investment Management
Education
Hofstra University
MBA, Finance
Syracuse University - Martin J. Whitman School of Management
BS, Marketing
Jared Wein's Epoch Investment Partners Experience 2006 - 2008
Job Senior Equity Analyst at Safra Asset Management
Industry Investment Management
Experience
Safra Asset Management January 2014 - Present
Grisanti Capital Management June 2011 - December 2013
CJS Securities June 2010 - May 2011
Epoch Investment Partners 2006 - 2008
Citigroup 2004 - 2006
Skills
Equities, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Investments
Loyola University Chicago 2008 — 2009
MSF, Risk Management
Columbia University in the City of New York 2000 — 2004
BA, Economics
Safra Asset Management January 2014 - Present
Grisanti Capital Management June 2011 - December 2013
CJS Securities June 2010 - May 2011
Epoch Investment Partners 2006 - 2008
Citigroup 2004 - 2006
Skills
Equities, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Investments
Loyola University Chicago 2008 — 2009
MSF, Risk Management
Columbia University in the City of New York 2000 — 2004
BA, Economics
Manisha Kendall's Epoch Investment Partners Experience 2000 - 2001
Job Investment Management Professional
Industry Investment Management
Experience
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Eric Sappenfield's Epoch Investment Partners Experience February 2006 - Present
Job Portfolio Manager at Epoch Investment Partners
Industry Investment Management
Experience
Epoch Investment Partners February 2006 - Present
Spear Leeds & Kellogg July 2004 - February 2006
Steinberg Priest Asset Management August 2002 - April 2004
The Carlyle Group 1999 - 2002
Travelers Investment Group April 1998 - March 1999
Skills
Portfolio Management, Equity Research, Investments, Equities, Asset Managment, High Yield, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Financial Modeling, Asset Management, Valuation
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Business Administration
Stanford University 1980 — 1984
BA, History
Epoch Investment Partners February 2006 - Present
Spear Leeds & Kellogg July 2004 - February 2006
Steinberg Priest Asset Management August 2002 - April 2004
The Carlyle Group 1999 - 2002
Travelers Investment Group April 1998 - March 1999
Skills
Portfolio Management, Equity Research, Investments, Equities, Asset Managment, High Yield, Investment Management, Alternative Investments, Asset Allocation, Investment Strategies, Financial Modeling, Asset Management, Valuation
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Business Administration
Stanford University 1980 — 1984
BA, History
Nishu Trivedi's Epoch Investment Partners Experience July 2006 - February 2008
Job CoFounder & Partner at Terra Incognita Capital
Industry Investment Management
Experience
Terra Incognita Capital June 2014 - Present
Archwater Ventures LLC November 2013 - May 2014
GLG Partners February 2008 - June 2013
Epoch Investment Partners July 2006 - February 2008
Deephaven Capital Management June 2003 - February 2006
Cobra Management September 2001 - May 2003
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Bloomberg, Trading, Asset Management, Equity Trading, Investment Management, Derivatives, Equity Derivatives, Equity Research, Financial Markets, Options, Trading Systems, Asset Allocation, Global Macro, Electronic Trading, Private Equity
Education
Harvard University 1998 — 2002
Master of Liberal Arts, Biology
Wilkes University 1996 — 1998
Bachelor of Science (B.S.), Biology, Chemistry
Terra Incognita Capital June 2014 - Present
Archwater Ventures LLC November 2013 - May 2014
GLG Partners February 2008 - June 2013
Epoch Investment Partners July 2006 - February 2008
Deephaven Capital Management June 2003 - February 2006
Cobra Management September 2001 - May 2003
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Bloomberg, Trading, Asset Management, Equity Trading, Investment Management, Derivatives, Equity Derivatives, Equity Research, Financial Markets, Options, Trading Systems, Asset Allocation, Global Macro, Electronic Trading, Private Equity
Education
Harvard University 1998 — 2002
Master of Liberal Arts, Biology
Wilkes University 1996 — 1998
Bachelor of Science (B.S.), Biology, Chemistry
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
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M-I SWACO
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