Michael Welhoelter, CFA picture

Michael Welhoelter, CFA

Managing Director, Co-Chief Investment Officer, Chief Risk Officer

Epoch Investment Partners

Mike is Co-Chief Investment Officer of Epoch Investment Partners. He is also Chief Risk Officer.

Mike 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, Mike was at Credit Suisse Asset Management Group (“CSAM”), 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. Mike is an author (with co-authors Bill Priest and Steven Bleiberg) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology.

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 and the Society of Quantitative Analysts.