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Epoch Holding

Company Name

Epoch Holding

Main Industry

Finance

Website

www.eipny.com

Contact Information

New York, New York Office

1 Vanderbilt Ave, New York, New York, 10017, United States

(212) 303-7200

Astoria, New York Office

3601 36th Ave, Astoria, New York, 11106, United States

(718) 392-5121

New York, New York Office

399 Park Ave, New York, New York, 10022, United States

(212) 303-7200

Epoch Holding Profile and History

The firm primarily provides its services to a global institutional client base, including corporations, public funds, foundations, and endowments. It also caters to high net worth individuals, investment companies, state or municipal government entities, pension and profit sharing plans, and other charitable organizations. The firm manages separate client-focused equity strategies. It also manages mutual funds and variable annuity funds through its sub-advisory relationships. The firm invests in the public equity markets across the globe. It invests in value stocks of companies across all market capitalizations. The firm employs shareholder yield choice, and absolute return strategies to make its investments. It employs fundamental analysis to create its investment portfolios. It conducts in-house research to make its investments. Epoch Investment Partners, Inc. was founded in April 2004 and is based in New York City. Epoch Investment Partners, Inc. operates as a subsidiary of TD Bank US Holding Company.

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Epoch Investment Partners

Epoch Investment Partners Inc

Epoch Investment Partners LLC

Epoch Import Corp

EPOCH INVESTMENT PARTNERS INC New York

Revenue

$68 M

Employees

97

Founded

2004

Primary Industries

Epoch Holding Executive Team & Key Decision Makers

Name & TitleContact Info
Nancy Paley
Nancy Paley

Chief Administrative Officer & Director, Client & Product Strategy

(646) ❅❅❅-❅❅❅❅

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Michael Welhoelter
Michael Welhoelter

Managing Director. Co-Chief Investment Officer

❅❅❅❅@eipny.com

(212) ❅❅❅-❅❅❅❅

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Timothy Taussig

(914) ❅❅❅-❅❅❅❅

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Adam Borak
Adam Borak

Managing Director

❅❅❅❅@eipny.com

(917) ❅❅❅-❅❅❅❅

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Maryanne Sharkey
Maryanne Sharkey

Administration Managing Director, Finance

❅❅❅❅@eipny.com

(732) ❅❅❅-❅❅❅❅

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David Pratter
David Pratter

Vice President and Performance Analyst

❅❅❅❅@eipny.com

(646) ❅❅❅-❅❅❅❅

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Robert Scalzo
Robert Scalzo

Managing Director, Operations

❅❅❅❅@eipny.com

(646) ❅❅❅-❅❅❅❅

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Richard Watt
Richard Watt

Global Managing Director, Portfolio Management

(917) ❅❅❅-❅❅❅❅

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David Siino
David Siino

Managing Director, Portfolio Manager& Senior Analyst

❅❅❅❅@eipny.com

(312) ❅❅❅-❅❅❅❅

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Darren Carter
Darren Carter

Vice President, Compliance & Analyst

(914) ❅❅❅-❅❅❅❅

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Jason Root
Jason Root

Managing Director, Performance Analyst, Trade Implementation and Business Risk

❅❅❅❅@eipny.com

(646) ❅❅❅-❅❅❅❅

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Christian Carollo
Christian Carollo

Vice President

❅❅❅❅@eipny.com

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Recently Updated Team Members

Name & TitleContact Info
Maura McNulty
Maura McNulty

Managing Director

❅❅❅❅@eipny.com

(917) ❅❅❅-❅❅❅❅

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William Connolly
William Connolly

Head of Business Development, Managing Director

❅❅❅❅@eipny.com

(917) ❅❅❅-❅❅❅❅

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David Siino
David Siino

Managing Director, Portfolio Manager& Senior Analyst

❅❅❅❅@eipny.com

(312) ❅❅❅-❅❅❅❅

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Simon Zheng
Simon Zheng

Quantitative Research Analyst

❅❅❅❅@eipny.com

(608) ❅❅❅-❅❅❅❅

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William Booth
William Booth

Portfolio Manager

❅❅❅❅@eipny.com

(212) ❅❅❅-❅❅❅❅

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Michael Welhoelter
Michael Welhoelter

Managing Director. Co-Chief Investment Officer

❅❅❅❅@eipny.com

(212) ❅❅❅-❅❅❅❅

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Lori Silberlust
Lori Silberlust

Director, Human Resources

❅❅❅❅@eipny.com

(917) ❅❅❅-❅❅❅❅

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Scott Weisenberger
Scott Weisenberger

Managing Director

❅❅❅❅@eipny.com

(312) ❅❅❅-❅❅❅❅

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Maryanne Sharkey
Maryanne Sharkey

Administration Managing Director, Finance

❅❅❅❅@eipny.com

(732) ❅❅❅-❅❅❅❅

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Huma Bari
Huma Bari

Administration Vice President, Business

❅❅❅❅@eipny.com

(212) ❅❅❅-❅❅❅❅

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Justin Howell
Justin Howell

Managing Director, Senior Research Analyst, CFA

❅❅❅❅@eipny.com

(646) ❅❅❅-❅❅❅❅

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Emanuela LiMandri
Emanuela LiMandri

Senior Associate

❅❅❅❅@eipny.com

(212) ❅❅❅-❅❅❅❅

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Casey Tirshfield
Casey Tirshfield

Associate, Quantitative Analyst

❅❅❅❅@eipny.com

(858) ❅❅❅-❅❅❅❅

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Sandi Landau
Sandi Landau

Client Relations Associate

❅❅❅❅@eipny.com

(212) ❅❅❅-❅❅❅❅

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Top Epoch Holding Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Epoch Holding.

Programming Languages

(8 Technologies)

Web and Application Servers

(4 Technologies)

Web Analytics

(3 Technologies)

Content Delivery Networks

(3 Technologies)

Web Content Management Systems

(2 Technologies)

Epoch Holding Email Formats

ParameterSample EmailPercentage

Epoch Holding Top Competitors

CompanyEmployeesRevenueTop technologies
Intech Investment Management LLC

Intech Investment Management LLC

75$17.1 M
Driehaus Capital Management LLC

Driehaus Capital Management LLC

91$44.9 M
ASB Capital Management LLC

ASB Capital Management LLC

74$4.9 M
Portfolio Advisors LLC

Portfolio Advisors LLC

113$51.9 M
Bailard

Bailard

80$19 M

What is Epoch Holding revenue?

Epoch Holding revenue is $68 M

How many employees does Epoch Holding have?

Epoch Holding has 97 employees

What are Epoch Holding’s primary industries?

Epoch Holding’s main industries are: Finance, Investment Banking

Who is Epoch Holding’s CEO?

Epoch Holding’s CEO is William Priest

What are some additional names or alternative spellings that users use while searching for Epoch Holding?

Epoch Holding appears in search results as Epoch Investment Partners, Epoch Investment Partners Inc, Epoch Investment Partners LLCEpoch Import Corp, EPOCH INVESTMENT PARTNERS INC New York...See More