Epoch Investment Partners, Inc.

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Epoch Investment Partners, Inc. Employees

Employee
Years
Job
Industry
Portia Amato Portia Amato Greater New York City Area Details
Portia Amato's Epoch Investment Partners, Inc. Experience February 2010 - 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

Elliott Neal Elliott Neal Houston, Texas Details
Elliott Neal's Epoch Investment Partners, Inc. Experience 2011 - 2011
Job Vice President
Industry Venture Capital & Private Equity
Experience
Era Helicopters LLC  2013 - 2015
Seacor Holdings  2012 - 2013
Epoch Investment Partners, Inc.   2011 - 2011
United States Army  2005 - 2011

Education
Harvard Business School   2010 — 2012
MBA

Harvard University   2001 — 2005
A.B., Government

Van Athukorala Van Athukorala New York, New York Details
Van Athukorala's Epoch Investment Partners, Inc. Experience August 2014 - Present
Job Director, Global Portfolio Management at Epoch Investment Partners, Inc.
Industry Investment Management
Experience
Epoch Investment Partners, Inc.   August 2014 - Present
Bell Asset Management Limited   July 2013 - July 2014
NSW T Corp   September 2012 - June 2013
Implemented Portfolios   May 2012 - September 2012
AMP Capital Investors  April 2010 - March 2012
ipac  June 2001 - May 2010
CSR Australian Superannuation Fund   June 1997 - June 2001
GIO Asset Management Limited   May 1994 - May 1997
Suncorp Group  1993 - 1994
Banque Indosuesz French Bank   October 1984 - December 1989

Skills
Institutional Investors, Asset Allocation, Tactical Asset..., Manager Selection, Portfolio Management, Equities, Currency, REIT, Investment Performance, Bloomberg, Factset, IRESS, Barra Aegis, Style Research, Superannuation, Pension Funds, Client Service Oriented, Due Diligence, Sustainability, ESG

Education
Georgia State University   1990 — 1991
Master of Business Administration (MBA), Finance

Washington State University   1981 — 1984
Bachelor of Arts (B.A.), Economics

CFA Institute Levels I and II

Royal College, Colombo, Sri Lanka

Farah Legall Farah Legall Greater Atlanta Area Details
Farah Legall's Epoch Investment Partners, Inc. Experience August 2013 - March 2014
Job Epoch Investment Partners, Inc.
Industry Accounting
Experience
Epoch Investment Partners, Inc.   August 2013 - March 2014
RaceTrac Petroleum  September 2012 - June 2013
Dempsey Companies   January 2011 - July 2012
Weissman, Nowack, Curry & Wilco   September 2009 - November 2010
Prommis Solutions  January 2008 - September 2009
Citibank (Banamex USA)   2004 - 2007

Skills
Accounts Payable, Accounting, Accounts Receivable, Great Plains Software, Microsoft Excel, Financial Reporting, Access, Data Entry, Spreadsheets, Process Improvement, Financial Analysis, QuickBooks, Invoicing, Account Reconciliation, Customer Service, Microsoft Word, Outlook, PowerPoint, Payroll, Auditing

Education
Hofstra University   1998 — 2003
Bachelor's Degree, Community Health/Psychology

Christine Sasse, CFA Christine Sasse, CFA Greater New York City Area Details
Christine Sasse, CFA's Epoch Investment Partners, Inc. Experience March 2014 - Present
Job Director, Consultant Relations at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   March 2014 - Present
Philadelphia International Advisors  March 2005 - March 2014
RogersCasey  2002 - 2005
RogersCasey  1998 - 2002

Skills
Alternative Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Competitive Analysis, Investments, Portfolio Management, Institutional..., Analytics, Asset Management, Management, CRM, Hedge Funds, Investment Strategies, Bloomberg

Education
University of Maryland College Park   1992 — 1996
B.S., Accounting, Stern Business School

John Morgan John Morgan Greater New York City Area Details
John Morgan's Epoch Investment Partners, Inc. Experience February 2014 - 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

Gracie Flint Gracie Flint New York, New York Details
Gracie Flint's Epoch Investment Partners, Inc. Experience March 2014 - August 2014
Job Marketing Manager Standard & Poor's Investment Advisory Services
Industry Financial Services
Experience
S&P Capital IQ  August 2014 - Present
Epoch Investment Partners, Inc.   March 2014 - August 2014
W. P. Carey Inc.   January 2012 - March 2014
Terrapinn  June 2011 - January 2012
Collaboration Business Consulting  January 2009 - June 2011

Skills
Event Planning, Public Speaking, Public Relations, Social Media, Marketing, Market Research, Event Management, Social Media Marketing, Leadership, Marketing Communications, Time Management, Social Networking, Management, Media Relations, Graphic Design, Research, Advertising, Facebook, Teamwork

Education
California Polytechnic State University-San Luis Obispo
BA, Communication Studies, Graphic Communication

Dave Pratter, CFA Dave Pratter, CFA Greater New York City Area Details
Dave Pratter, CFA's Epoch Investment Partners, Inc. Experience August 2014 - Present
Job Vice President, Performance Analyst at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   August 2014 - Present
FactSet Research Systems  January 2007 - August 2014
FactSet Research Systems  June 2005 - January 2007
JP Morgan  June 2004 - August 2004

Skills
Factset, Performance Attribution, Hedge Funds, Asset Managment, Asset Management

Education
Penn State University   2001 — 2005
BBA, Finance, International Business

Di Collins Di Collins Baltimore, Maryland Details
Di Collins's Epoch Investment Partners, Inc. Experience July 2006 - August 2007
Job Administrative Professional with Staffing experience looking for a new opportunity.
Industry Executive Office
Experience
Stevenson University  October 2012 - June 2014
Garrison Forest School  January 2008 - October 2012
Epoch Investment Partners, Inc.   July 2006 - August 2007
Staples Business Advantage,  May 2003 - May 2006
Manpower Staffing  December 2000 - March 2003

Skills
Event Planning, Management, Nonprofits, Public Speaking, Strategic Planning, Microsoft Office, Customer Service, Team Leadership, Training, Leadership

Education
Towson University   1992 — 1996
Bachelor of Science (B.S.), Early Childhood Education and Teaching

Nassim Geraili Nassim Geraili New York, New York Details
Nassim Geraili's Epoch Investment Partners, Inc. Experience February 2014 - Present
Job Client Portfolio Management at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   February 2014 - Present
TD Securities  August 2011 - January 2014
MVision Private Equity Advisers  July 2010 - September 2010
Deloitte  May 2008 - July 2009
Deloitte & Touche  June 2005 - April 2008

Skills
Due Diligence, Private Equity, Product Development, Financial Modeling, Financial Analysis, Corporate Development, Management Consulting, Finance, CRM, Marketing Strategy, Portfolio Management, Business Strategy, Credit, Internal Audit, Leadership, Strategy, Business Development, Management, Equities, Trading

Education
University of California, Los Angeles
Business Economics and Accounting

University of Pennsylvania - The Wharton School
MBA, Finance & General Management

David Shagawat David Shagawat Sparta, New Jersey Details
David Shagawat's Epoch Investment Partners, Inc. Experience February 2014 - Present
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

Kamila Goulet Kamila Goulet Greater New York City Area Details
Kamila Goulet's Epoch Investment Partners, Inc. Experience April 2015 - Present
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

Meredith Schiro Meredith Schiro New York, New York Details
Meredith Schiro's Epoch Investment Partners, Inc. Experience April 2015 - Present
Job Associate at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   April 2015 - Present
W. P. Carey Inc.   March 2013 - March 2015
Brother Jimmy's BBQ  June 2012 - June 2013
WorkSpaces LLC  September 2012 - February 2013
Hebert, Spencer, Cusimano & Fry, LLP   August 2011 - June 2012

Skills
Non-profit Volunteer, Volunteer Management, Organized Multi-tasker, French, Public Speaking, Fundraising, Special Event..., Non-profit..., Marketing Research, Event Management, International Relations, Event Planning, Marketing, Research

Education
Louisiana State University   2008 — 2012
Bachelor of Arts (B.A.), Political Science

Meredith Marr Meredith Marr New York, New York Details
Meredith Marr's Epoch Investment Partners, Inc. Experience April 2010 - Present
Job Senior Associate at Epoch Investment Partners, Inc.
Industry Investment Management
Experience
Epoch Investment Partners, Inc.   April 2010 - Present
Lazard Asset Management  September 2005 - March 2010
Wellington Management  2003 - August 2005

Skills
Asset Management, Investments, Equities, Hedge Funds, Bloomberg, Private Equity, Microsoft Excel, Capital Markets, Financial Modeling, Financial Services

Education
Boston University   2001 — 2003
Master of Music, Vocal Performance

Ithaca College   1995 — 1999
Bachelor of Music, Vocal Performance

Jenna Friedman Jenna Friedman Greater New York City Area Details
Jenna Friedman's Epoch Investment Partners, Inc. Experience May 2015 - Present
Job Associate, Client Relations at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   May 2015 - Present
Oppenheimer & Co.   May 2013 - May 2015
Krebol Management Company   May 2011 - May 2013

Skills
Art, Asset Management, Morningstar Direct, Zephyr, Research, BarraOne, Due Diligence, Investment Strategies, Bloomberg, Analytics, Capital Markets, Microsoft Office, Microsoft Excel, Investments, Financial Modeling, Financial Analysis, Finance

Education
University of Michigan   2007 — 2011
Bachelor of Arts (B.A.), Economics

Elizabeth Turner Elizabeth Turner Greater New York City Area Details
Elizabeth Turner's Epoch Investment Partners, Inc. Experience May 2014 - Present
Job Senior Associate at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   May 2014 - Present
Russell Investments  July 2013 - May 2014
Russell Investments  August 2011 - July 2013
MSCI Inc.  July 2010 - August 2011
MSCI, Inc  July 2008 - July 2010
W.P. Stewart &Co., (Europe), Ltd.   September 2006 - December 2006
HTG Consultants, LLC  July 2003 - August 2006

Skills
Equities, Asset Management, Investment Management, Indexing, ETFs, Structured Products, Portfolio Management, Product Management, Product Development, Product Marketing, Bloomberg, Factset, Barra Aegis, Morningstar Direct, RIMES, Investments, Forecasting, Asset Allocation, Financial Analysis, Analysis, Valuation, CRM, Index Funds, Indexation, Relationship Management, Manage Client..., Client Service Oriented, Client Facing Skills, Fixed Income

Education
Colgate University   2004 — 2008
BA, Economics and Mathematics

University of Wollongong   2007 — 2007

Matthew Herman Matthew Herman Greater New York City Area Details
Matthew Herman's Epoch Investment Partners, Inc. Experience March 2014 - 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

Althea Woolcock Althea Woolcock Greater New York City Area Details
Althea Woolcock's Epoch Investment Partners, Inc. Experience June 2014 - October 2014
Job In persuit of happiness
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   June 2014 - October 2014
Citi  January 2013 - November 2013
Societe Generale Corporate & Investment Bank   January 2011 - December 2011
Credit Agricole Corporate & Investment Bank  September 2007 - December 2010
Deutsche Bank  February 2007 - July 2007
Morgan Stanley  May 2006 - February 2007
Citigroup  May 2005 - May 2006
JP Morgan/Chase  March 2005 - April 2005
Mellon  January 2005 - February 2005
UBS  October 2004 - November 2004

Skills
Trading Floor Assistant, Calendar Management, Expense Processing, Trading Floor, Administration, Outlook, Spreadsheets, Invoicing, Conferences, Administrative Support, Office Management, Excel, PowerPoint, Microsoft Office, Lotus Notes, Customer Service, Word, Access, Documentation, Scheduling, Coordination, Problem Solving, Event Planning, Negotiation, PeopleSoft, Time Management, Microsoft Excel, Microsoft Word, Office Administration, Administrative..., Interviews, Sourcing, Finance, Employee Relations, Recruiting, Confidentiality, Sales, Administrative...

Education
Mercy College   1995 — 1999
B.S, Criminal Justice & Psychology

Jessica DeSantis Jessica DeSantis Greater Los Angeles Area Details
Jessica DeSantis's Epoch Investment Partners, Inc. Experience October 2005 - December 2008
Job Institutional Sales Representative
Industry Investment Management
Experience
South Avenue Investment Partners LLC   February 2011 - Present
Greatcatalogs.com/Freeweeklyfantasygames.com   May 2009 - March 2011
Epoch Investment Partners, Inc.   October 2005 - December 2008
Brillstein-Grey Entertainment  December 2003 - July 2004

Skills
Equities, Investment Management, Fixed Income, Asset Allocation, Finance, Alternative Investments, Private Equity, Investment Strategies, Asset Management, Hedge Funds, Portfolio Management, Strategy, Mutual Funds, CRM, Marketing, Digital Media, Investments, Financial Services, Securities, Client Development, Superior Client Service, Client Services

Education
Boston College   1998 — 2000
BA, Communications, 3.6

University of California, Santa Barbara   1996 — 1998
Communications

Dennis Lovaglio Dennis Lovaglio Greater New York City Area Details
Dennis Lovaglio's Epoch Investment Partners, Inc. Experience June 2004 - July 2006
Job Director, Americas Head of Client Relationship Management
Industry Investment Banking
Experience
Deutsche Bank  February 2008 - Present
Deloitte  August 2006 - February 2008
Epoch Investment Partners, Inc.   June 2004 - July 2006
Steinberg, Priest & Sloane Capital Management, LLC   May 2001 - June 2004
Credit Suisse  April 1993 - April 2001
Bear Stearns Securities Corporation  September 1989 - April 1993
Citi  June 1987 - March 1989
Bank of New York  September 1982 - June 1987

Skills
Capital Markets, Securities, Derivatives, Equities, Investment Banking, Fixed Income, Middle Office, Hedge Funds, Settlement, Back Office, Equity Derivatives, Trading Systems, FX Options, Structured Products, Prime Brokerage

Education
SUNY Geneseo
Bachelor of Arts (B.A.), Sociology

Leeor Sillman Leeor Sillman Greater New York City Area Details
Leeor Sillman's Epoch Investment Partners, Inc. Experience August 2014 - Present
Job Director, Marketing at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   August 2014 - Present
PineBridge Investments  April 2005 - July 2014
St. John’s University, Tobin College of Business, Department of Management   September 2003 - September 2004
Cowan Financial Group  February 2002 - March 2003

Skills
Mutual Funds, Investment Management, Equities, Marketing, Alternative Investments, Investments, Asset Allocation, Marketing Strategy, Sub-advisory Marketing, Marketing Management, Fund Of Funds, Thought Leadership, Fixed Income, Investment Strategies, Asset Management, Private Equity, Portfolio Management, Adobe Creative Suite, Program Management, Public Relations, Leadership, Financial Services, Strategy, Emerging Markets, Investment Advisory, Corporate Branding, Product Marketing, Event Management, Insurance, Print, Budgets, Multimedia, Securities, Bloomberg, Brand Development and..., Budgeting, Multi-asset class, Presentation Training, Competitive Research, Institutional Investor..., Web, Print and..., Talent Development, Defined Benefit, Defined Contribution, Pension Funds, UCITS, conference management, sponsorship manageent, LinkedIn, Brand Development

Education
St. John's University, The Peter J. Tobin College of Business   2003 — 2004
MBA, Marketing Management

University at Albany, SUNY   1999 — 2001
BS, Marketing

forest hills high school   1994 — 1997

John Tobin John Tobin Greater New York City Area Details
John Tobin's Epoch Investment Partners, Inc. Experience July 2012 - Present
Job Managing Director, Portfolio Manager,Senior Research Analyst at Epoch Investment Partners, Inc.
Industry Investment Management
Experience
Epoch Investment Partners, Inc.   July 2012 - Present
Fordham University  September 2011 - July 2012
Fordham University  August 2009 - October 2011
Halbis Capital Management (USA), Inc.   May 2005 - January 2009
Credit Suisse Asset Management  January 1990 - April 2005
Integrated Resources Asset Management   October 1988 - December 1989
Bankers Trust Company  May 1981 - October 1988

Skills
Valuation, Equities, Economics, Investments, Mutual Funds, Emerging Markets, Asset Management, Investment Strategies, Bloomberg, Fixed Income, Asset Managment, Banking, High Yield, Research, Financial Modeling, Credit, Asset Allocation, Credit Analysis, Hedge Funds, Statistics

Education
Fordham University   1979 — 1985
Ph. D., Economics

Leah Lyden Leah Lyden New York, New York Details
Leah Lyden's Epoch Investment Partners, Inc. Experience February 2015 - Present
Job Marketing Associate at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc.   February 2015 - Present
Legg Mason  April 2012 - January 2015
Glencore  November 2011 - December 2011
Maclaren  June 2010 - August 2010

Skills
Microsoft Excel, PowerPoint, Social Media, Due Diligence, Microsoft Word, Outlook, Customer Service, InDesign, SharePoint, Series 7, Writing, Research, Editing

Education
Colgate University   2007 — 2011
Bachelor of Arts

Darien High School   2003 — 2007