Mike Welhoelter
President chez Epoch Investment Partners, Inc.
Profil
Mr. Michael A.
Welhoelter, CFA, is a President & Co-Chief Investment Officer at Epoch Investment Partners, Inc. He is also Epoch’s Chief Risk Officer and 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. Before that, he was at Credit Suisse Asset Management Group, where he was a Portfolio Manager in the Structured Equity group.
Before joining CSAM, he was a Portfolio Manager and Quantitative Research Analyst at Chancellor/LGT Asset Management.
Mr. Welhoelter holds a BA degree in Computer and Information Science from Colgate University.
He is a member of the New York Society of Security Analysts and the Society of Quantitative Analysts.
Postes actifs de Mike Welhoelter
| Sociétés | Poste | Début |
|---|---|---|
Epoch Investment Partners, Inc.
 Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | President | 01/10/2022 |
Anciens postes connus de Mike Welhoelter
| Sociétés | Poste | Fin |
|---|---|---|
BofA Global Capital Management Group LLC
 BofA Global Capital Management Group LLC Investment ManagersFinance Part of Bank of America Corp., BofA Global Capital Management Group LLC is an American company that provides portfolio management. The company is based in MA. | Corporate Officer/Principal | - |
| LGT Asset Management, Inc. (California) | Corporate Officer/Principal | - |
| Chancellor Capital Management, Inc. | Corporate Officer/Principal | - |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Gestionnaire de Portefeuille-Actions | - |
Formation de Mike Welhoelter
| Colgate University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Chancellor Capital Management, Inc. | Finance |
| LGT Asset Management, Inc. (California) | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
Epoch Investment Partners, Inc.
Epoch Investment Partners, Inc. Investment ManagersFinance Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients. | Finance |
BofA Global Capital Management Group LLC
BofA Global Capital Management Group LLC Investment ManagersFinance Part of Bank of America Corp., BofA Global Capital Management Group LLC is an American company that provides portfolio management. The company is based in MA. | Finance |