Steven Bleiberg
Steven Bleiberg is Managing Director and Portfolio Manager of Epoch Investment Partners, a global asset management firm part of TD Global. Bleiberg is responsible for overseeing MainStay Epoch Funds and Epoch's Capital Growth strategies. He is also involved with the design and development of new investment strategies and is also a contributor to Epoch’s thought leadership. Bleiberg is a seasoned analyst and portfolio manager with a successful track record of managing portfolios and creating new products and strategies to meet client needs. He has over 35 years of investment management industry experience, with a unique combination of analytical and communication skills. Prior to joining Epoch in 2014, he served as a Portfolio Manager at Legg Mason, responsible for managing $7.5 billion in various asset allocation-based funds including target risk, target date and dynamic risk management. He also served as Head of Investment Strategy at Citigroup Asset Management and a Portfolio Manager at Credit Suisse Asset Management.
Steven Bleiberg Professional Experience / Academic History
Professional Experience
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Managing Director and Portfolio Manager
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President and Chief Investment Officer, Legg Mason Global Asset Allocation
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Managing Director and Head of Global Investment Strategy
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Managing Director and Portfolio Manager
Academic History
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M.S., Management with concentration in Finance
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A.B., Government
Bleiberg was President and CIO of Legg Mason Global Asset Allocation, responsible for overseeing $7.5 billion in assets.
He oversaw Target Risk Funds, Target Date Funds, Dynamic Risk Management Funds, and Real Return Funds.
He served as a member of Legg Mason Capital Committee and European Investment Committee.
EARLY CAREER
Bleiberg was Managing Director and Head of Global Investment Strategy at Citigroup, responsible for the firm's efforts in multi-asset class products.
He also headed Citigroup's Asset Management Committee efforts, and had primary oversight for a number of asset allocation products managed by CAM.
He served as Managing Director and Chairman of Global Equity Strategy Group at Credit Suisse Asset Management.
He was Director and Portfolio Manager at Matrix Capital Management, responsible for managing all of the firm's active equity assets.
He started his career as a research analyst and portfolio manager at BEA Associates, where he developed a quantitative research and portfolio management capability.