Adam Borak
Profile
Mr. Adam Borak, CPA, is CFO, Secretary & Head-Investor Relations at Epoch Holdings Corp.
and Chief Financial Officer at Epoch Investment Partners, Inc. Prior to Epoch, Mr. Borak was Director of Finance at Credit Suisse Asset Management, and its predecessor firm BEA Associates.
During his seven year tenure, he was responsible for the corporate finance function of the firms New York office.
Prior to that, he was the Chief Financial Officer of Lehman Brothers Canada, Inc. and also worked for Lehman Brothers in New York.
Mr. Borak began his career with PriceWaterhouse, and is a Certified Public Accountant.
Mr. Borak is a graduate of the Wharton School of the University of Pennsylvania.
Former positions of Adam Borak
| Companies | Position | End |
|---|---|---|
eStara, Inc.
 eStara, Inc. Packaged SoftwareTechnology Services eStara, Inc. designs and develops software for communication processes. The company provides conversion & contact solutions that bridge gap between online and offline transactions. It provides click to call service, which enables online customers to speak directly with a customer service representative through their PC. The company was founded in 1999 and is headquartered in Reston, VA. | Director/Board Member | 2011-05-02 |
Lehman Brothers Canada, Inc.
 Lehman Brothers Canada, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Lehman Brothers Canada, Inc. is a Canadian company. | Director of Finance/CFO | - |
| BEA Associates | Director of Finance/CFO | - |
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. | Director of Finance/CFO | - |
| EPOCH HOLDING CORP | Director of Finance/CFO | - |
Training of Adam Borak
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
Epoch Holding Corp.
 Epoch Holding Corp. Financial ConglomeratesFinance Epoch Holding Corp. provides investment advisory services. The firm offers services through its subsidiary, Epoch Investment Partners, Inc., which provides investment management services to a broad range of clients, including corporations, mutual funds, retirement plans, public pension funds, endowments, foundations, financial institutions and high net worth individuals. The company founded on June 2, 2004 and is headquartered in New York, NY. | Finance |
eStara, Inc.
eStara, Inc. Packaged SoftwareTechnology Services eStara, Inc. designs and develops software for communication processes. The company provides conversion & contact solutions that bridge gap between online and offline transactions. It provides click to call service, which enables online customers to speak directly with a customer service representative through their PC. The company was founded in 1999 and is headquartered in Reston, VA. | Technology Services |
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 |
| BEA Associates | Finance |
Lehman Brothers Canada, Inc.
Lehman Brothers Canada, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Lehman Brothers Canada, Inc. is a Canadian company. | Finance |
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