Epoch Investment Team

Investment Team

  • William W. Priest, CFA
    Chief Executive Officer, Co-Chief Investment Officer, & 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 the 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 and the more recent, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor which details the underpinnings of our investment approach, published by John Wiley & Sons. 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.

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  • David N. Pearl
    Executive Vice President, Co-Chief Investment Officer, & 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.

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  • Eric Citerne, CFA, CPA
    Managing Director, Portfolio Manager, & Senior Research Analyst

    Eric is a portfolio manager for Epoch’s International Small Cap and Global Small Cap strategies. Eric joined Epoch in 2008 from Evergreen Investment Management where he served as Vice President, Director and senior analyst, responsible for the investment of their international small cap and mid cap strategies. Eric was also a Vice President and analyst at Harbor Capital Management in Boston where he helped manage their international large cap portfolio. Prior to Harbor, Eric spent 3 years as a senior equity analyst at the Teacher Retirement System of Texas and 3 years as a financial analyst at the Public Utility Commission of Texas. Eric holds a BBA from University of Texas in Austin as well as an MBA from Southern Methodist University in Dallas. He holds the Chartered Financial Analyst designation and is a Certified Public Accountant.

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  • Eric Sappenfield
    Managing Director, Portfolio Manager, & Senior Research Analyst

    Eric is a portfolio manager for Epoch’s Global Equity Shareholder Yield strategy. 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.

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  • John Tobin, PhD, CFA
    Managing Director, Portfolio Manager, & Senior Research Analyst

    John is a portfolio manager for our U.S. Equity Shareholder Yield strategy and a senior global equity research analyst. His primary focus is on Epoch’s U.S. and Global 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.

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  • Kera Van Valen, CFA
    Managing Director, Portfolio Manager, & Senior Research Analyst

    Kera is a portfolio manager for our Global and U.S. Equity Shareholder Yield strategies. Prior to joining the Global Equity team Kera was an analyst within Epoch’s Quantitative Research & 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.

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  • Michael A. Welhoelter, CFA
    Managing Director, Portfolio Manager, & Head of Quantitative Research & Risk Management

    Mike is Epoch’s Chief Risk Officer and heads Epoch’s Quantitative Research and Risk Management team. He is also a portfolio manager on all of Epoch’s strategies. 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. In this role, he managed over $5 billion in mutual funds and separately managed portfolios. Prior to joining Columbia Management Group, he was at Credit Suisse Asset Management Group (“CSAM”), where he was a portfolio manager in the Structured Equity group, overseeing long/short market neutral and large cap core products. Before joining CSAM, he was a portfolio manager and quantitative research analyst at Chancellor/LGT Asset Management. Mike holds a BA degree 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 Chartered Financial Analyst designation.

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  • John Morgan
    Managing Director, Portfolio Manager and Senior Research Analyst

    John is a portfolio manager for the International Small Cap Strategy. 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, which invested in energy, materials and industrials companies. He was also the senior chemicals and basic materials analyst for Putnam’s international and global funds. Before joining the international team in 2006, John was the North American energy and basic materials analyst for Putnam’s domestic funds. He holds a BA from Denison University and an MBA from The Johnson School at Cornell University.

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  • William Booth, CFA
    Managing Director, Portfolio Manager and Senior Research Analyst

    Bill is the director of non-U.S. research and is portfolio manager for non-U.S. Equity and Global strategies. Bill joined Epoch in 2009 from PioneerPath Capital, which is a long/short equity hedge fund where he was a consumer and retail analyst. Prior to PioneerPath, he was a senior analyst at Level Global where he focused on the consumer and industrial sectors. He also held an equity research position at Louis Dreyfus Commodities and was a credit analyst with Citigroup. Bill holds a BS in Chemical Engineering from Yale University and an MBA from New York University’s Leonard N. Stern School of Business. He holds the Chartered Financial Analyst designation.

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