Bill is Executive Chairman and Co-Chief Investment Officer of Epoch Investment Partners, which he co-founded in 2004. He is also a Portfolio Manager for Epoch’s global equity investment strategies including the MainStay Epoch Funds, and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities.
Previously, Bill 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 $100B under management. He has worked in the financial services industry since 1965.
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, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, and the more recent Winning at Active Management: The Essential Roles of Culture, Philosophy, and Technology (with co-authors Steven Bleiberg and Michael Welhoelter).
Bill earned a B.A. in Accounting and Political Science from Duke University and an M.B.A. from the University of Pennsylvania Wharton Graduate School of Business.
Chartered Financial Analyst (CFA)
Council on Foreign Relations Member
Former CPA
Member of Barron’s Roundtable
William W. Priest Chair in Finance at Duke University’s Fuqua School of Business
Products Managed
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