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Epoch Residential's Overview

Total employees55
HeadquartersNew York
Founded1970

Epoch Investment Partners, founded in 2004, is a global asset management firm headquartered in New York. The firm provides a diverse range of investment strategies to institutional clients and financial intermediaries worldwide. Epoch's investment philosophy centers on companies with strong free cash flow generation and managements that allocate capital effectively to create shareholder value. They are known for their research-driven approach and focus on shareholder yield strategies. Epoch Investment Partners is an affiliate of TD Asset Management Inc., a wholly owned subsidiary of The Toronto-Dominion Bank.

Where is Epoch Residential's Headquarters?

HQ Function

The New York headquarters serves as the primary center for investment management, research, client services, and global operations.

Notable Features:

Situated on Park Avenue, the office is in a prominent commercial district, offering modern facilities and strategic access to the financial community.

Work Culture:

Epoch Investment Partners cultivates a work culture rooted in intellectual rigor, collaboration, and a client-first approach. The environment encourages deep analytical research and ethical conduct.

HQ Significance:

Its New York City location is strategically important, providing direct access to global financial markets, a rich talent pool, and key industry stakeholders.

Values Reflected in HQ: The headquarters' location and professional environment reflect Epoch's commitment to excellence, stability, and its position as a significant player in global asset management.

Location:

Epoch Investment Partners maintains a global presence, serving clients worldwide through its main office in New York and its European office in London. These strategic locations enable the firm to conduct global research, manage international portfolios, and provide dedicated service to a diverse institutional and intermediary client base across multiple continents.

Street Address:

399 Park Avenue

City:

New York

State/Province:

NY

Country:

USA

Epoch Residential's Global Presence

London, United Kingdom

Address: Devonshire House, 1 Mayfair Place, London W1J 8AJ, UK

To provide localized client service, research, and investment management expertise tailored to the European and EMEA markets, strengthening Epoch's global reach.

Buying Intent Signals for Epoch Residential

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Epoch Residential

As of April 2025, Epoch Residential' leadership includes:

William W. Priest, CFA - Executive Chairman, Co-Chief Investment Officer
Philippa R. Wisbey, CFA - Chief Executive Officer, Co-Chief Investment Officer
John A. Tobin, PhD - Portfolio Manager, Co-Chief Investment Officer
Michael A. Welhoelter, CFA - Head of Quantitative Research & Risk Management

Investors of Epoch Residential

Epoch Residential has been backed by several prominent investors over the years, including:

TD Bank Group (via TD Asset Management Inc.)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits1

In the past year, Epoch Investment Partners announced the planned retirement of Co-CIO David Pearl, effective end of 2023. CEO Philippa Wisbey subsequently took on the role of sole CIO. No other major executive hires have been publicly highlighted in the same period.

Departures

David Pearl, David Pearl retired from his roles as Co-CIO and Portfolio Manager at the end of 2023.

New Appointments:

Philippa Wisbey, Philippa Wisbey expanded her role to include sole Chief Investment Officer, concurrent with her CEO position, starting January 2024.

Technology (Tech Stack) used by Epoch Residential

Discover the tools Epoch Residential uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Epoch Residential Email Formats and Examples

Epoch Investment Partners (eipny.com) most commonly uses the email format combining the first initial and last name. Other formats might exist but are less prevalent.

flast@eipny.com

Format

jdoe@eipny.com

Example

75%

Success rate

News and media

Epoch Investment Partners WebsiteJanuary 2024

Epoch Investment Partners: 2024 Q1 Global Equity Valuations and Outlook

Epoch Investment Partners published their Q1 2024 market outlook, authored by William W. Priest and John A. Tobin. The report detailed their perspective on global equity valuations, prevailing economic trends, and identified potential investment opportunities and risks for the upcoming year....more

PR NewswireMay 9, 2023

Epoch Investment Partners Announces Retirement of Co-CIO David Pearl and Succession Plan

Epoch Investment Partners announced that David Pearl, Co-Chief Investment Officer and Portfolio Manager, would retire effective December 31, 2023. Philippa Wisbey, Chief Executive Officer and Co-CIO, was slated to become Epoch's sole Chief Investment Officer upon Mr. Pearl's retirement....more

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