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Nome | Título | Desde | Até |
---|---|---|---|
Dana Kelley | Portfolio Manager | 2022 | Agora |
Biografia | Dana Kelley is a portfolio manager covering stocks in the small cap growth and smid cap growth sectors for Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments firms in 2011 as an associate analyst in central research and has been a member of the investment community since 2008. Prior to joining the firm, Dana was an equity associate at Putnam Investments. He received B.S. magna cum laude in finance from the University of Connecticut. In addition, Dana is a member of the CFA Society of Boston and holds the Chartered Financial Analyst® designation. | ||
Daniel H. Cole | Vice President | 2015 | Agora |
Biografia | Daniel Cole has served as a Vice President of the Investment Manager since April 2021 and as a Vice President of the Trust since March 2022 and he joined Columbia Threadneedle Investments firms in 2014. Previously, Mr. Cole was a senior portfolio manager and senior managing director at Manulife Asset Management. Prior to that, Mr. Cole was a portfolio manager at Neuberger Berman. He has been a member of the investment community since 1993.Mr. Cole received a B.S. in pre-med curriculum from Guilford College an and an M.B.A. in finance from Virginia Polytechnic Institute and State University. | ||
Wayne M. Collette | Senior Portfolio Manager | 2006 | Agora |
Biografia | Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996 Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation. | ||
Lawrence W. Lin | Vice President | 2007 | 2020 |
Biografia | Larry Lin is a vice president and senior portfolio manager for Columbia Threadneedle Investments. He joined one of Columbia Threadneedle Investments legacy firms in 2006. Previously, Mr. Lin worked as a research analyst at Primarius Capital and Engemann Asset Management, focusing on health care. He has been a member of the investment community since 1998. Mr. Lin received a B.S. in biomedical engineering with a minor in business administration from the University of Southern California. In addition, he holds the Chartered Financial Analyst designation and is a member of the CFA Society of Portland. | ||
Rahul Narang | Portfolio Manager | 2013 | 2017 |
Biografia | Rahul Narang is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Narang joined one of the Columbia Threadneedle Investments firms in 2012. Previously, Mr. Narang was a senior vice president at Robeco Investment Management. In that role he assisted in managing a long/short equity portfolio with a concentration in technology, media, healthcare and retail companies. Prior to that, Mr. Narang was a portfolio manager at Apex Capital, Aesop Capital Partners and assistant portfolio manager at Fullerton Capital Partners. Mr. Narang began his career as an equity research associate at JPMorgan. He has been a member of the investment community since 1994. Mr. Narang received a B.S. in business administration from California Polytechnic State University. | ||
Brian D. Neigut | Vice President | 2007 | 2013 |
Biografia | Mr. Neigut is Vice President of Columbia Management Advisors, LLC. He associated with the Advisor since February 2007. Prior to 2007, Neigut was a portfolio manager at Kern Capital Management LLC February 2006 to February 2007, and at OppenheimerFunds Inc. from November 2003 to February 2006. Mr. Neigut earned a B.B.A. from Pacific Lutheran University. | ||
George J. Myers | Director | 2006 | 2013 |
Biografia | Mr. Myers is Director of Columbia Management Advisors, LLC. He has been associated with Columbia Advisors or its predecessors since October 2004. Prior to 2004, Mr. Myers was a portfolio manager and analyst at Dresdner RCM Global Investors since 2000. earned a B.B.A. and M.S. in finance from the University of Wisconsin in Madison. Mr. Myers holds the chartered Financial Analyst designation. | ||
J. Michael Kosicki | Portfolio Manager | 2006 | 2006 |
Biografia | Kosicki is a portfolio manager of Columbia Advisors. He has been associated with Columbia Advisors or its predecessors since 2004. Prior to that, he had been with Fidelity Investments since 1993, where he worked most recently as an equity analyst specializing in the natural resources sector. | ||
Theodore R. Wendell | Vice President, Portfolio Manager | 2006 | 2006 |
Biografia | Wendell is a vice president and portfolio manager of Columbia Advisors. He has been associated with Columbia Advisors or its predecessors since 2000. Previously, he served as an equity research associate for three years at State Street Research and Management. Wendell holds the Chartered Financial Analyst designation. | ||
Kenneth A. Korngiebel | Lead Portfolio Manager | 2004 | 2006 |
Biografia | Kenneth A. Korngiebel, CFA, has been the lead portfolio manager and a portfolio manager at Wasatch Advisors. Mr. Korngiebel joined Wasatch Advisors in 2015, providing additional research support and leadership for the entire U.S. small-cap equity team. His investment career has spanned more than 20 years, during which he has covered small-, mid- and large-cap growth stocks across all sectors. Prior to joining the Advisor, Mr. Korngiebel was a founder, partner and lead portfolio manager at Montibus Capital Management, a business backed by Stifel Financial Corp. At Montibus, he led a team of five investment professionals from 2006 to 2015, managing the firm’s long-only, small-, and SMID-cap growth portfolios totaling $1 billion in assets. Earlier in his career, he was a senior managing director and lead portfolio manager at Columbia Management Company, where he rebuilt a six-person investment team, implemented a new philosophy and process, and managed small-, SMID- and mid-cap growth portfolios totaling $2.6 billion in assets. His tenure at Columbia Management was from 1996 to 2006. Previously, he has been the portfolio manager at Montibus Capital Management LLC in 2006 and is a Managing Director and its Chief Investment Officer. Prior to joining Montibus, he served as a Managing Director at Columbia Management and was the Portfolio Manager. Prior to Columbia Management, he held positions in private equity and commercial real estate. Mr. Korngiebel holds a BA in Economics and Spanish from Stanford University (1987) and an MBA, with a focus on finance, from the Wharton School at the University of Pennsylvania (1996). He is a member of the Portland Society of Financial Analysts. |
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