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Name | Title | Since | Until |
---|---|---|---|
William W. Priest | Chief Executive Officer, Co–Chief Investment Officer and Portfolio Manager | 2002 | Now |
Biography | 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. | ||
Eric Citerne | Managing Director, Portfolio Manager & Senior Research Analyst | 2002 | Now |
Biography | Mr. Citerne joined Epoch in 2008, where he is a Managing Director, Portfolio Manager and Senior Research Analyst. Mr. Citerne holds a BBA from University of Texas at Austin as well as an MBA from Southern Methodist University in Dallas. He is a Certified Public Accountant ("CPA") and a CFA® charterholder. | ||
David N. Pearl | Executive Vice President, Co–Chief Investment Officer and Portfolio Manager | 2002 | Now |
Biography | 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. | ||
Janet K. Navon | Managing Director, Portfolio Manager & Senior Research Analyst | 2002 | 2014 |
Biography | Janet is the director of US research and is a portfolio manager for Epoch’s U.S. Small Cap, U.S. SMID Cap and Global Small Cap strategies. Prior to joining Epoch in 2007, Janet spent nine years as a senior analyst and co-portfolio manager at Steinberg Asset Mgmt. Prior to Steinberg, she was a founding principal of Atlantic Asset Mgmt. Janet’s experience also includes investment management positions at Columbus Circle Investors and J.P. Morgan Investment Mgmt. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University, Graduate School of Business. | ||
Andrew Waight | Other Executives | 2000 | 2009 |
Biography | Andrew Waight is a principal of Altrinsic Global Advisors with primary research responsibility for the global health care sector. He has specialized in global health care since 1992 and has been a portfolio manager of the CI Global Health Sciences Fund since 1999. Prior to this, Mr. Waight managed assets for BPI Mutual Funds and Mutual Asset Management. Mr. Waight holds an honours bachelor of science degree in genetics and a M.Sc. in biochemistry, both from the University of Western Ontario. Mr. Waight also holds a MBA from Western and the Chartered Financial Analyst designation. | ||
James Sheldon | Senior Vice President, Portfolio Manager | 1994 | 2009 |
Biography | Sheldon is a senior vice president and portfolio manager of OppenheimerFunds, his employer since 1998. Previously, he was a general partner of Omega Advisors and a senior vice president and portfolio manager at Lazard Asset Management. | ||
William A von Mueffling | - | 1993 | 2009 |
Biography | 5 years in investment analysis. Educated at Columbia College and business School (BA, MBA). | ||
Eileen Alexanderson | Managing Director, Portfolio Manager | 1993 | 2009 |
Biography | Alexanderson is managing director and portfolio manager with Lazard Asset Management, her employer since 1979. Alexanderson holds the Chartered Financial Analyst designation. | ||
Pablo Salas | Managing Director | 1997 | 2000 |
Biography | Pablo manages GW&K’s Emerging Markets portfolios. He joined GW&K from Trilogy Global Advisors. Trilogy was formed in 2005, after merging with BPI Global Asset Management. Prior to BPI, Pablo was a Director and Portfolio Manager at STI Capital Management/Sun Trust, where he launched the Emerging Markets Equity Portfolio. Previously he was a Portfolio Manager at Lazard Freres where he launched an Emerging Markets Portfolio. Pablo also held positions at Principal Financial Group/Invista Capital and NationsBank. He earned a BS from Indiana University and an MBA from the University of Wisconsin. | ||
Thomas J. Sudyka | Managing Director | 1997 | 1999 |
Biography | Thomas J. Sudyka, Jr., CFA, is Managing Director at Lawson Kroeker Investment Management. Mr. Sudyka holds an M.B.A. from the University of Nebraska and a B.S. in Finance from Creighton University. Before joining Lawson Kroeker Investment Management in 1999, Mr. Sudyka was a managing Director and Founding Partner of BPI Global Asset Management. Prior to founding BPI, Mr. Sudyka was a portfolio manager with several large Midwest-based investment management companies. |
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