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Name | Title | Since | Until |
---|---|---|---|
Daniel H. Cole | Senior Portfolio Manager | 2022 | Now |
Biography | Daniel Cole is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Cole joined one of the Columbia Threadneedle Investments firms in 2014. Previously, Mr. Cole was a senior portfolio manager and senior managing director at Manulife Asset Management where he was team lead for the small, smid, and mid growth strategies. 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 and an MBA in finance from Virginia Tech. | ||
Erika K Maschmeyer | Sr. VP | 2021 | Now |
Biography | Ms. Maschmeyer joined Columbia WAM, a Participating Affiliate, in 2016. Prior to joining Columbia WAM, Ms. Maschmeyer was a research analyst at Oak Ridge Investments where she was responsible for U.S. consumer discretionary/staples investments. Ms. Maschmeyer began her investment career in 2001 and earned a B.A. from Denison University and an M.B.A from the University of Chicago. | ||
John L. Emerson | Vice President | 2021 | Now |
Biography | Mr. Emerson has been associated with the Columbia WAM or its predecessors as an investment professional since 2003 and has been a Vice President of the Trust since March 2020. Prior to joining the Investment Manager, Mr. Emerson was an analyst at an equity research Columbia WAM. Mr. Emerson began his investment career in 2002 and earned a B.S. from the University of Missouri and an M.B.A from the University of Chicago. | ||
Matthew A. Litfin | Portfolio Manager | 2016 | 2021 |
Biography | Matt Litfin is the director of U.S. research at Columbia Wanger Asset Management, LLC. He is also a co-portfolio manager for the firm’s flagship Columbia Acorn Fund; Columbia Variable Portfolio ‐ U.S. Equities Fund; Wanger USA, a variable insurance product; and the lead portfolio manager for Columbia Acorn USA, a small‐cap domestic equity mutual fund. Mr. Litfin joined the firm in 2015 and has been a member of the investment community since 1993. Prior to joining Columbia Wanger, Mr. Litfin’s experience includes working primarily with funds that invest in small- and mid-cap companies. He held positions as a partner, co-portfolio manager and equity research analyst at William Blair & Co. and as a municipal bond analyst at John Nuveen & Co. Mr. Litfin earned a B.S. from the University of Tennessee and an M.B.A. from the Harvard Business School. In addition, he holds the Chartered Financial Analyst® designation. | ||
Richard Watson | SVP, PM/Analyst | 2017 | 2021 |
Biography | Rich Watson is a Senior Vice President and portfolio manager at Granahan Investment Management. Rich joined GIM in April 2021, bringing with him 30 years of experience in the healthcare sector, with expertise in biotech and life sciences. Most recently, Rich was a senior portfolio manager and healthcare analyst at Columbia Wanger Asset Management in Chicago. Prior experience includes work as a health care analyst at William Blair & Company and Cowen. Rich also worked several years in the pharmaceutical industry. Rich earned a BS-Biochemistry/Biophysics from State University of New York and his MBA-Finance from DePaul University. Rich holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
William J. Doyle | Analyst | 2014 | 2017 |
Biography | William Doyle, CFA. Investment Focus: U.S and Canadian energy stocks Columbia Wanger Asset Management, analyst, 2006 PPM America, managing director, credit analysis, 2001-2006; portfolio manager, 1999-2001; high yield trader, 2000-2001; corporate bond analyst, 1993-2006 Duff and Phelps Investment Research, research analyst, 1990-1993 The Northern Trust Company, reporting consultant, 1987-1990 Chartered Financial Analyst charterholder, 1993 MBA Loyola University of Chicago, 1991 BS and BA Illinois State University, 1987 | ||
Robert A. Mohn | Director | 1996 | 2015 |
Biography | Mr. Mohn has been associated with the Investment Manager or its predecessors as an investment professional since 1992 and has been a Vice President of the Trust since 1997. Mr. Mohn began his investment career in 1983 and earned a B.S. from Stanford University and an M.B.A. from the University of Chicago. |
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