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Name | Title | Since | Until |
---|---|---|---|
Anders Myhran | Portfolio Manager | 2019 | Now |
Biography | Mr. Myhran joined the Investment Manager in 1992. Mr. Myhran began his investment career in 1992 and earned a B.A. in business with majors in finance and quantitative analysis from the University of Wisconsin. | ||
Deborah B. Vargo | Vice President | 2017 | Now |
Biography | Deborah (“Deb”) B. Vargo Senior Portfolio Manager, Municipal Bonds Deb Vargo is a senior municipal fixed income portfolio manager for Columbia Threadneedle Investments. In this role, she manages portfolios for high-net-worth clients. Ms. Vargo joined one of the Columbia Threadneedle Investments legacy firms in 2007. Previously, Ms. Vargo worked as a senior vice president for U.S. Trust, responsible for strategy and trading for all tax-exempt fixed income for New England. In addition, she managed several high-net-worth accounts and a short-intermediate term tax-exempt common trust fund. Prior to that, she was in the institutional fixed-income department at State Street Global Advisors where she was responsible for strategy and management of all tax-exempt portfolios. She has been dedicated to this asset class for more than 30 years. In addition, she worked at Tucker, Anthony & R.L. Day. She has been a member of the investment community since 1984. Ms. Vargo received a B.S. from Boston University. | ||
Paul F. Fuchs | Lead Portfolio Manager | 2016 | Now |
Biography | Paul F. Fuchs, CFA, Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC. He joined one of the Columbia Management legacy firms or acquired business lines in 1999. Mr. Fuchs began his investment career in 1990 and earned a B.S. in Finance from the University of Massachusetts and an M.B.A. from Suffolk University. | ||
Brian M. McGreevy | Portfolio Manager | 2011 | 2017 |
Biography | Mr. McGreevy is a portfolio manager of Columbia Management Investment Advisor LLC. From 1994 until joining Columbia in May 2010, Mr. McGreevy was associated with the Fund’s previous investment adviser as an investment professional. Mr. McGreevy began his investment career in 1982 and earned a B.S. from the University of Massachusetts at Dartmouth and a Masters from Harvard University Extension School. Mr. McGreevy began his investment career in 1980. | ||
James M. D'Arcy | Portfolio Manager | 2010 | 2011 |
Biography | James M. D’Arcy, CFA, Portfolio Manager at Vanguard. He has worked in investment management since 1996, has managed investment portfolios since 1999, has been with Vanguard since 2011. Prior to this, James D'Arcy is a director and senior portfolio manager for Columbia Management focusing on tax-exempt and crossover short duration accounts. In addition, he manages two short-term funds and various short-term separate accounts and is responsible for developing tax-exempt strategies for Columbia Management’s tax-exempt liquidity strategies group. Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. Prior to joining Columbia Management, Mr. D'Arcy worked on the fixed-income trading desk at Wells Capital Management. Mr. D'Arcy received his B.A. in economics from the University of Colorado at Boulder. He holds the Chartered Financial Analyst designation. In addition, he is a member of the CFA North Carolina Society and the National Federation of Municipal Analysts. | ||
Maureen Newman | Director | 2007 | 2010 |
Biography | Newman has investment management experience since 1985. He has been in Columbia Management associated since May 1996 and serviced since April 2007. | ||
Wendy Norman | Portfolio Manager | 2006 | 2007 |
Biography | Norman has been portfolio manager with Columbia Management since 1993. | ||
John Trentacoste | Vice President | 2002 | 2006 |
Biography | John J. Trentacoste serves as Vice President and Director of Fixed Income for Howe and Rusling, joining the firm in June 2018. John began his career at Bank of America where he managed fixed income mutual funds as well as individual portfolios for high net worth and institutional clients. More recently, John joined H&R from Comerica Bank where he built out an active fixed income management group which offered Common Trust Funds and customized fixed income portfolios. Through his career in the fixed income markets, John gained invaluable experience in not only actively managing fixed income portfolios based on strategic guidelines but also risk trading a wide range of fixed income securities. John received his Bachelor of Science Degree in Finance from the University of Illinois at Urbana-Champaign. | ||
Management Team | - | 2000 | 2002 |
Biography | Team Managed | ||
Mathew M. Kiselak | Principal | 1995 | 1999 |
Biography | Mathew M. Kiselak, Principal of Vanguard. He has worked in investment management since 1987, has managed investment portfolios since 1990, and has been with Vanguard since 2010. Education: B.S., Pace University. |
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