
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Peter Schroeder | Portfolio Manager | 2016 | bây giờ |
Tiểu sử | Peter Schroeder is an associate portfolio manager and a senior quantitative analyst and on the Overseas Equity team for Columbia Threadneedle Investments. Prior to his current role, Mr. Schroeder worked as a research analyst for both domestic and international portfolio managers. He joined one of the Columbia Threadneedle Investments legacy firms in 1998 and has been a member of the investment community since then. Mr. Schroeder received a B.S. in Economics from Oregon State University. In addition, he holds the Chartered Financial Analyst® designation. | ||
Melda Mergen | Senior Portfolio Manager & Director | 2016 | bây giờ |
Tiểu sử | Melda Mergen is Deputy Global Head of Equities for Columbia Threadneedle Investments. In this role she leads the company’s U.S.-based equity investment team capabilities. She is also co-lead portfolio manager on the Columbia Large Cap Core Strategy. Prior to her current role, Ms. Mergen led the Investment Oversight Team from 2004 to April 2014. Before that, Ms. Mergen was a senior equity quantitative research analyst. Ms. Mergen joined one of the Columbia Threadneedle Investments legacy firms in 1999 and has been a member of the investment community since then. Ms. Mergen received a B.A. in economics from Bogazici University and an MBA from the University of Massachusetts at Amherst. She is a member of the Boston Security Analysts Society and the CFA Institute. In addition, she holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. | ||
Fred Copper | Lead, Senior Portfolio Manager | 2016 | bây giờ |
Peter Santoro | Portfolio Manager | 2016 | 2018 |
Tiểu sử | Peter Santoro is a Senior Portfolio Manager for the Multi-Cap Value team at Invesco. He is a Lead Portfolio Manager for the Dividend Value strategies. Mr. Santoro joined Invesco in 2021. Prior to joining the firm, he was a senior portfolio manager at Columbia Threadneedle Investments on multiple equity strategies. He joined one of the Columbia Threadneedle Investments legacy firms in 2003. Before that, Mr. Santoro served as an equity analyst for Rockefeller & Company, concentrating on the global consumer sector. He has been in the industry since 1996. Mr. Santoro earned a BA degree, cum laude, in history from Amherst College. He is a Chartered Financial Analyst ® (CFA) charterholder. | ||
Dean A. Ramos | Co-Manager | 2013 | 2016 |
Tiểu sử | Mr. Ramos, senior portfolio manager, joined Columbia Management Investment Advisers, LLC in 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and an M.B.A. from the University of Minnesota. | ||
Paul Stocking | Portfolio Manager | 2006 | 2016 |
Tiểu sử | Paul is a Portfolio Manager for Contrarian Equity. He joined Columbia Management (formerly, RiverSource Investments, LLC) in August 1995 and has been in the industry since 1987. He joined RiverSource Investments as the team leader for the Latin American Research Group, where he focused on Latin American banks, bottlers, brewers, and oil and gas companies. In August 1998, he assumed a senior equity analyst position focusing on brokerage and asset management companies in the financial sector and was promoted to Financial Sector Team Leader in 2002. Paul was promoted to Associate Portfolio Manager on the Contrarian Equity Team in August 2006 and moved into his current capacity as Portfolio Manager in June 2007. He was previously employed as the Vice President of Investment Banking at JP Morgan Securities. He earned a B.B.A. in Finance and Accounting from the University of Michigan School of Business and an M.B.A. with a concentration in Finance from the University of Chicago's Graduate School of Business. | ||
Steven R. Schroll | Senior Portfolio Manager | 2003 | 2016 |
Tiểu sử | Mr. Schroll joined the Columbia Management Investment Advisers, LLC in 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and completed work toward an M.B.A. from the University of Minnesota. | ||
Laton Spahr | Portfolio Manager | 2003 | 2013 |
Tiểu sử | Mr. Spahr is the President of ALPS Advisors, and has served as portfolio manager of the ALPS Balanced Opportunity Fund since its inception in 2020, ALPS Active Equity Opportunity ETF since June 2023, and ALPS Asset Allocation Growth & Income since February 2025. Prior to his association with ALPS Advisors, Mr. Spahr was a Senior Vice President and Strategy Leader of the Value & Income Team for OppenheimerFunds from 2013 to 2019. Mr. Spahr holds an MS from the University of Wisconsin. | ||
Warren E. Spitz | Vice President, Senior Portfolio Manager | 2000 | 2009 |
Tiểu sử | Warren is Vice President and Senior Portfolio Manager for the Contrarian Equity Team. Warren was previously employed as a portfolio manager with Prudential Global Asset Management from 1987 to 2000 and as a senior electric utilities analyst with Dean Witter Reynolds from 1985 to1987. Prior to Dean Witter Reynolds, he worked in the equity research department at Value Line where he was an underwriter with Travelers Insurance Company. | ||
Keith Tufte | Vice President, Analyst | 2000 | 2000 |
Tiểu sử | Tufte joined American Express Financial Services in 1990. Previously, he was a vice president and analyst with J.P. Morgan Investment Management. |
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