"TD Epoch's goal is to combine human judgement and a free cash flow focus with data and technology to help our clients meet their investment goals. Our people, a cross section of experienced fundamental and quantitative investment professionals and data scientists are crucial to that goal."
AI is the New Macro
August 30 2023
William Priest, CFA, Executive Chairman, Co-Chief Investment Officer and Portfolio Manager, TD Epoch; Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
August 17 2023
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
December 21 2023
TD Epoch Investment Team
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Joined Firm: 2009
Joined Industry: 1996
Bill is Chief Investment Officer of TD Epoch. He is also a portfolio manager for global and non-U.S. equity strategies. Bill joined the company in 2009 from PioneerPath Capital, a long/short equity hedge fund where he was a consumer and retail analyst. Prior to PioneerPath, he was a senior analyst at Level Global focused on the consumer and industrial sectors. He also held an equity research position at Louis Dreyfus Commodities and was a credit analyst with Citigroup. Bill holds a BS in Chemical Engineering from Yale University and an MBA from New York University’s Leonard N. Stern School of Business.
Joined Firm: 2009
Joined Industry: 1996
Bill is Chief Investment Officer of TD Epoch. He is also a portfolio manager for global and non-U.S. equity strategies. Bill joined the company in 2009 from PioneerPath Capital, a long/short equity hedge fund where he was a consumer and retail analyst. Prior to PioneerPath, he was a senior analyst at Level Global focused on the consumer and industrial sectors. He also held an equity research position at Louis Dreyfus Commodities and was a credit analyst with Citigroup. Bill holds a BS in Chemical Engineering from Yale University and an MBA from New York University’s Leonard N. Stern School of Business.
Joined Firm: 2017
Joined Industry: 1998
Jeff is a portfolio manager for TD Epoch's Global Choice strategy. He is also TD Epoch's Director of Research, responsible for coordinating research activities across the investment team. Prior to joining the firm in 2017, Jeff was a senior vice president, portfolio manager, and investment analyst at PIMCO within its global equities business. Previously, he held analyst positions at Starboard Value and Omega Advisors. In addition, Jeff has been an adjunct professor at Columbia Business School within its Value Investing Program. Jeff holds an MBA with a concentration in finance and economics from Columbia Business School and a BA in political science from Columbia College.
Joined Firm: 2014
Joined Industry: 2000
Glen is a portfolio manager and senior equity research analyst. Prior to joining TD Epoch in 2014, Glen was a generalist portfolio manager and an analyst at Standard Life Investments in Boston, where he focused on consumer staples, restaurants and regional banks. Before Standard Life, he held positions at Citigroup and Nabisco. Glen received his BS from Providence College and an MBA from New York University's Leonard N. Stern School of Business.
Joined Firm: 2012
Joined Industry: 2002
Justin is a portfolio manager for TD Epoch's U.S. equity investment strategies. He joined the firm as a research analyst in 2012 and has been a portfolio manager since 2017. Before joining TD Epoch, Justin was a research analyst at JPMorgan Chase. Justin holds a BA in Business Administration from the University of Michigan.
Joined Firm: 2014
Joined Industry: 1999
Nik is a portfolio manager and senior research analyst. Prior to joining TD Epoch in 2014, Nik was an international equity analyst at Lord, Abbett & Co. for eight years, where he focused on banks, insurers, asset managers, specialty finance companies, and other cyclical industries. Before Lord, Abbett & Co., he was an investment analyst at AON Hewitt Financial Services. Nik received his BA from Hope College and an MBA from the University of Chicago.
Joined Firm: 2016
Joined Industry: 2001
Wayne is a Co-Portfolio Manager for TD Epoch's Choice and U.S. Fundamental Strategies with a primary focus on portfolio construction and investment risk monitoring and analysis. Prior to joining TD Epoch in 2016, Wayne was a portfolio manager at QS Investors and at Legg Mason Global Asset Allocation. At Legg Mason, Wayne helped create and manage several multi-asset class products, including target-date funds, a real asset strategy, and a downside risk mitigation strategy. Prior to his career in Asset Management, Wayne worked in Management Consulting and Commercial Banking. Wayne holds a BA in Economics from the University of Chicago and an MBA from Columbia Business School.
Joined Firm: 2013
Joined Industry: 1988
John is a client portfolio manager for TD Epoch’s global and U.S. equity strategies. Prior to joining the firm in 2013, John spent five years as a regional vice president with TD Wealth Private Investment Counsel where he lead a team of portfolio managers servicing high net worth investors with $3.6 billion in assets. Prior to joining TD in 2008, John worked for AIC Limited (now owned by Manulife) for over 11 years as a senior vice president and portfolio manager. John also worked for Roynat Capital as an investment analyst. He has a Bachelor of Commerce from The Sprott School of Business at Carleton University. John is registered as a portfolio manager in all provinces and territories in Canada.
Joined Firm: 2008
Joined Industry: 2001
Kera is the lead portfolio manager for TD Epoch's Shareholder Yield strategies. Prior to joining the Shareholder Yield team, Kera was an analyst within the Quantitative Research and Risk Management team. Before joining the firm in 2005, she was a portfolio manager of Structured Equities and Quantitative Research at Columbia Management Group where she was responsible for the day-to-day management of two index funds. She also worked at Credit Suisse Asset Management. Kera received her BA in Mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business.
Joined Firm: 2010
Joined Industry: 1994
Michael is a portfolio manager and senior research analyst for TD Epoch’s Shareholder Yield investment strategies. Prior to joining the firm in 2010, Michael was a Research Analyst at AllianceBernstein. Prior to AllianceBernstein, Michael worked as a corporate finance consultant at McKinsey & Company and as a process engineer at Praxair where he received four U.S. patents. He received his MBA from the University of Chicago, an MS from SUNY at Buffalo and an MS from the University of Notre Dame, and completed his undergraduate courses at the University of Science and Technology of China.
Joined Firm: 2017
Joined Industry: 2005
Lin is the Head of Quantitative Research and a portfolio manager for TD Epoch. Prior to joining TD Epoch in 2017, Lin was a vice president and equity strategist on the Global Quantitative Research team at Morgan Stanley, where she helped launch their global quantitative product and published research on a variety of topics, including stock selection and ESG investing. Before that, she was an assistant vice president and senior research analyst on the Quantitative Research and Portfolio Strategy team at Sanford C. Bernstein. Lin began her career as a consulting associate at FMI Corp. Lin has a B.A. in Economics from Nanjing University, and an M.A. in Economics from Duke University.
Joined Firm: 2019
Joined Industry: 1995
Tom is a client portfolio manager for Shareholder Yield strategies. Prior to joining TD Epoch in 2019, Tom was a senior client portfolio manager at TIAA Investments where he was responsible for covering domestic, global and international equity strategies. Before TIAA Investments, Tom was a global equity product specialist at Deutsche Asset Management. Previously, he held consultant relations, sales, product management and client service positions at Deutsche Asset Management, AllianceBernstein, Prudential, and Putnam Investments. He holds a BA from Purdue University and an MBA from Cornell University.
Joined Firm: 2007
Joined Industry: 1998
David is the lead portfolio manager for the TD Epoch Capital Reinvestment strategies and senior equity research analyst. Prior to joining the firm in 2007, he was a research analyst with Gabelli & Company where he was responsible for covering the financial services sector, overseeing the automotive sector research team and making buy/sell recommendations for the Gabelli mutual funds. Before joining Gabelli & Company, David was an assistant research director for Barron's Business and Financial Weekly. David holds a BA from Hofstra University and an MBA from Baruch College.
Joined Firm: 2014
Joined Industry: 1984
Steven is a portfolio manager for TD Epoch's Quality Capital Reinvestment strategies and is involved with the design and development of additional investment strategies. He is also a contributor to the firm's thought leadership. Prior to joining the company in 2014, Steven served as a portfolio manager at Legg Mason responsible for managing $7.5B in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management. Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management. Steven is an author (with co-authors Bill Priest and Michael Welhoelter) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology. Steven holds an AB from Harvard and an MS from the Sloan School of Management at MIT with a concentration in Finance.
Joined Firm: 2017
Joined Industry: 2005
Lin is the Head of Quantitative Research and a portfolio manager for TD Epoch. Prior to joining TD Epoch in 2017, Lin was a vice president and equity strategist on the Global Quantitative Research team at Morgan Stanley, where she helped launch their global quantitative product and published research on a variety of topics, including stock selection and ESG investing. Before that, she was an assistant vice president and senior research analyst on the Quantitative Research and Portfolio Strategy team at Sanford C. Bernstein. Lin began her career as a consulting associate at FMI Corp. Lin has a B.A. in Economics from Nanjing University, and an M.A. in Economics from Duke University.
Joined Firm: 2012
Joined Industry: 2002
Justin is a portfolio manager for TD Epoch's U.S. equity investment strategies. He joined the firm as a research analyst in 2012 and has been a portfolio manager since 2017. Before joining TD Epoch, Justin was a research analyst at JPMorgan Chase. Justin holds a BA in Business Administration from the University of Michigan.
Joined Firm: 2017
Joined Industry: 2004
Stephen is a portfolio manager and equity research analyst. Prior to joining TD Epoch in 2017, Stephen spent 13 years at AllianceBernstein, most recently as a research analyst for the Value Equities strategies focusing on U.S. small-cap to mid-cap companies in several sectors. Stephen received his BS in Business Information Systems from Messiah College.
Joined Firm: 2020
Joined Industry: 2002
Victor is a portfolio manager and equity research analyst. Prior to joining TD Epoch in 2020, Victor was a Senior Equity Analyst at Aegis Capital. Previously, he worked as an Equity Analyst at Axiom Capital Management, Topeka Capital Markets, Lazard Capital Markets, and Bear Stearns. Victor holds a bachelor's in Actuarial Science from Temple University and an MBA from the University of Rochester.
Joined Firm: 2016
Joined Industry: 2001
Wayne is a Co-Portfolio Manager for TD Epoch's Choice and U.S. Fundamental Strategies with a primary focus on portfolio construction and investment risk monitoring and analysis. Prior to joining TD Epoch in 2016, Wayne was a portfolio manager at QS Investors and at Legg Mason Global Asset Allocation. At Legg Mason, Wayne helped create and manage several multi-asset class products, including target-date funds, a real asset strategy, and a downside risk mitigation strategy. Prior to his career in Asset Management, Wayne worked in Management Consulting and Commercial Banking. Wayne holds a BA in Economics from the University of Chicago and an MBA from Columbia Business School.
Joined Firm: 2013
Joined Industry: 1988
John is a client portfolio manager for TD Epoch’s global and U.S. equity strategies. Prior to joining the firm in 2013, John spent five years as a regional vice president with TD Wealth Private Investment Counsel where he lead a team of portfolio managers servicing high net worth investors with $3.6 billion in assets. Prior to joining TD in 2008, John worked for AIC Limited (now owned by Manulife) for over 11 years as a senior vice president and portfolio manager. John also worked for Roynat Capital as an investment analyst. He has a Bachelor of Commerce from The Sprott School of Business at Carleton University. John is registered as a portfolio manager in all provinces and territories in Canada.
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