Kera van Valen
Analyst-Equity at Epoch Investment Partners, Inc.
Profile
Ms. Kera van Valen, CFA MBA, is a Managing Director, Portfolio Manager & Senior Research Analyst at Epoch Investment Partners, Inc. She is a portfolio manager for Epoch’s Equity Shareholder Yield strategies.
Prior to joining the Shareholder Yield team, Ms. van Valen was an analyst within Epoch’s Quantitative Research and Risk Management team.
Before joining Epoch 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.
She received her BA in Mathematics at Colgate University and her MBA at Columbia University, Graduate School of Business.
Kera van Valen active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 2004-12-31 |
Former positions of Kera van Valen
| Companies | Position | End |
|---|---|---|
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 | 2004-12-30 |
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. | Corporate Officer/Principal | - |
Training of Kera van Valen
| Colgate University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
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 |
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 |
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