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Jeffrey Ulness Email Address


Job Title

Managing Director, Head of Sub-advisory Sales and Intermediary Client Relations

Epoch Holding

Epoch Investment Partners, Inc. is a global asset management firm that provides institutional investors.


Jeff is responsible for all sub-advisory business and also covers major Consulting firms at Epoch Investment Partners. Prior to Epoch, he held a similar position at ForstmannLeff. Previously, he was at Deutsche Asset Management where he was Co-Head of the Financial Institutions Group and the Director of Sales for Third Party and Insurance from 2002 to 2003. From 1994 through 2002 Jeff was employed by American Skandia Life. His initial responsibilities included Counsel to Securities and Markets and later he became a member of Skandia’s Global Investment Committee and Head of Global Fund Manager Relations at Skandia Global Funds. Subsequent duties included designation of Head of Asset Management Product Development. For three years prior to joining Skandia in 1994, Jeff was Counsel at Manulife Financial. Preceding his position at Manulife, he was an attorney in the Division of Investment Management for the SEC from 1986-1989. He received an LL.M Securities Regulations from Georgetown University Law Center as well as a JD and BA from University of North Dakota.Specialties: Investment Management, Sales and Marketing; Securities Laws and Regulation

Last University
Georgetown University Law Center
Is based in New York, New York, United States.

Other people working at Epoch Holding:

David CurnowManaging Director Technology Services
Maurice AustinManaging Director, Senior Analyst
Leeor SillmanManaging Director, Marketing
P. Hensler********@eipny.com
Timothy TaussigPresident and Chief Operating Officer
William ConnollyManaging Director, Head of Institutional Client Relations
Mark McgowanManaging Director, Trade and Post Trade Technology
David ShagawatDeputy Chief Compliance Officer
John WachterManaging Director, Marketing
Lisa ZieglerVice President Operations
Richard WattLegal Sales Consultant
Adam Borak******@eipny.com
William PriestDesign Engineer
Maryanne Sharkey********@eipny.com
David PearlCo-Chief Investment Officer

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