Steve Rose
Analyst-Equity at Epoch Investment Partners, Inc.
Profile
Mr. Stephen C.
Rose is a Director & Research Analyst at Epoch Investment Partners, Inc.
Prior to joining Epoch in 2013, he was an Analyst for FIC Capital, where he focused on the consumer staples, consumer discretionary and financials sectors.
Before FIC Capital, he worked in strategic planning at the Rose Group, where he analyzed investment opportunities including restaurant and real estate transactions as well as prepared various financial analyses of business activities.
Prior to that, he worked in real estate finance at ING Investment Management and held research roles at Prudential Equity Group and Bloomberg.
Mr. Rose holds a BS in Business Administration from Bucknell University and an MBA from New York University’s Leonard N.
Stern School of Business.
Steve Rose 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 | 2012-12-31 |
Former positions of Steve Rose
| Companies | Position | End |
|---|---|---|
FIC Capital, Inc.
 FIC Capital, Inc. Investment ManagersFinance Founded in 1988 by Cynthia Ferguson and the late Douglas Ferguson, FIC Capital, Inc. is a registered investment advisor located in New York City. The firm was formerly known as Ferguson Investment Consultants, Inc. They provide investment management services for individuals and institutions. | Analyst-Equity | 2012-12-30 |
Bloomberg Beta Management LLC
 Bloomberg Beta Management LLC Investment ManagersFinance Bloomberg Beta Management LLC (Bloomberg Beta) is a venture capital subsidiary of Bloomberg LP founded in 2012. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Prudential Equity Group LLC
 Prudential Equity Group LLC Investment Banks/BrokersFinance A unit of Prudential Financial, Inc. (NYSE: PRU), Prudential Equity Group LLC is a broker/dealer headquartered in New York City with additional offices in Chicago, Kansas City, Missouri, Menlo Park, California and San Francisco. The firm provides indpendent equity research, sales and trading to domestic and international institutional clients | Corporate Officer/Principal | - |
The Rose Group, Inc.
 The Rose Group, Inc. Engineering & ConstructionIndustrial Services Part of McKim & Creed, Inc., The Rose Group, Inc. provides surveying and geographic information services. The company is based in Fayetteville, NC. The Rose Group was acquired by McKim & Creed, Inc. on September 06, 2005. | Corporate Officer/Principal | - |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Corporate Officer/Principal | 2006-12-31 |
Training of Steve Rose
| Bucknell University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Voya Investment Management LLC
Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Finance |
FIC Capital, Inc.
FIC Capital, Inc. Investment ManagersFinance Founded in 1988 by Cynthia Ferguson and the late Douglas Ferguson, FIC Capital, Inc. is a registered investment advisor located in New York City. The firm was formerly known as Ferguson Investment Consultants, Inc. They provide investment management services for individuals and institutions. | Finance |
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 |
The Rose Group, Inc.
The Rose Group, Inc. Engineering & ConstructionIndustrial Services Part of McKim & Creed, Inc., The Rose Group, Inc. provides surveying and geographic information services. The company is based in Fayetteville, NC. The Rose Group was acquired by McKim & Creed, Inc. on September 06, 2005. | Industrial Services |
Prudential Equity Group LLC
Prudential Equity Group LLC Investment Banks/BrokersFinance A unit of Prudential Financial, Inc. (NYSE: PRU), Prudential Equity Group LLC is a broker/dealer headquartered in New York City with additional offices in Chicago, Kansas City, Missouri, Menlo Park, California and San Francisco. The firm provides indpendent equity research, sales and trading to domestic and international institutional clients | Finance |
Bloomberg Beta Management LLC
Bloomberg Beta Management LLC Investment ManagersFinance Bloomberg Beta Management LLC (Bloomberg Beta) is a venture capital subsidiary of Bloomberg LP founded in 2012. The firm is headquartered in New York. | Finance |
- Stock Market
- Insiders
- Steve Rose
