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Rating:Carroll Joins a $47.1B Shop Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 24, 2017

Carroll Joins a $47.1B Shop

Reported by Adena Baichan

John Carroll is back, this time with a $47.1-billion-AUM shop in the Big Apple. Last month, Carroll joined Epoch Investment Partners, Inc. [profile] as managing director of intermediary client relations.

John Carroll
Epoch Investment Partners
Managing Director, Intermediary Client Relations


Carroll and a spokesperson for Epoch were not available for comment.

Prior to joining Epoch, Carroll served as head of U.S. retail distribution for Allianz Global Investors [profile], which he departed from in January of this year. Before Allianz, Carroll served as the CEO of AGI Distributors, and prior to that he worked for Merrill Lynch for 20 years in various roles.

Founded in 2004, New York City-based Epoch Investment Partners, Inc. has $47.1 billion in assets under management as of March, 2017, and has 63 employees. It specializes in shareholder yield choice and absolute return strategies.

Epoch is an investment manager with a global institutional client base, including corporations, public funds, foundations, and endowments, also providing to high net worth individuals, investment companies, pooled investment vehicles, state or municipal government entities, pension and profit sharing plans, corporations, insurance companies and other charitable organizations. The firm launches and manages mutual funds as well as variable annuity funds through sub-advisory relationships. It invests in public equity markets globally, and value stocks of companies across all market capitalizations.

 

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