Michael A. Welhoelter CFA
Head of Quantitative Research and Risk Management
Mike is a Managing Director, Portfolio Manager, and is Epoch’s Chief Risk Officer, heading the company’s Quantitative Research and Risk Management team. He 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. In this role, he managed over $5 billion in mutual funds and separately managed portfolios.
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, the Society of Quantitative Analysts and holds the Chartered Financial Analyst designation.
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