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Columbia Balanced Fund Class K (0P0000PYHM)
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41.810
+0.460
+1.11%
09/03 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 474.77K
Columbia Balanced Fund Class K
41.810
+0.460
+1.11%
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0P0000PYHM Overview
On this page you'll find an in-depth profile of Columbia Balanced Fund Class K. Learn about the key management, total assets, investment strategy and contact information of 0P0000PYHM among other information.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jason J. Callan | Head | 2018 | Now |
| Biography | Mr. Callan is a senior portfolio manager and head of structured assets. He joined Columbia Mgmt Investment Advisers, LLC in 2007. Mr. Callan was previously employed first as an Analyst and then as a Trader for GMAC. Mr. Callan began his investment career in 2004 and earned a B.S. in Economics from the University of Minnesota and an M.B.A. from the University of Minnesota. | ||
| Gregory S. Liechty | Director | 2011 | Now |
| Biography | Gregory Liechty is a director and senior portfolio manager for government reserves funds. He is responsible for managing institutional client portfolios focusing on total return and yield enhancement objectives. Mr. Liechty joined one of the Columbia Management legacy firms or acquired business lines in 2005. Mr. Liechty began his investment career in 1995 and earned a B.A. and an M.B.A. from the University of North Florida. | ||
| Ronald Stahl | Director | 2005 | Now |
| Biography | Stahl, a director and senior portfolio manager, has been associated with U.S. Trust since July 2007 and has been associated with Columbia Management Advisors, LLC or its affiliates since 1998.Mr. Stahl began his investment career in 1998 and earned a B.S. from Oregon State University and an M.B.A. from Portland State University. Stahl holds the Charted Financial Analyst designation. | ||
| Guy W. Pope | Senior Vice President | 1997 | Now |
| Biography | Guy Pope is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Pope joined one of the Columbia Threadneedle Investments legacy firms in 1993. He has been in his current position since 2004. He has been a member of the investment community since 1993. Mr. Pope received a B.A. in political economics from Colorado College and an MBA from Northwestern University. In addition, he is a member of the CFA Institute and the Security Analysts of Portland. He holds the Chartered Financial Analyst® designation. | ||
| Leonard A. Aplet | Managing Director | 1991 | Now |
| Biography | Aplet, Managing Director and Senior Portfolio Manager and Head of Short Duration and Stable Value , has been associated with Columbia Management Advisors, LLC or its affiliates since 1987. Prior to joining the firm, he was a portfolio manager at the Farmer's Home Administration in Seattle. Mr. Aplet began his investment career in 1978 and earned a B.S. from Oregon State University and an M.B.A. in finance from the University of California at Berkeley. Aplet holds the Chartered Financial Analyst designation. | ||
| Brian J. Lavin | Analyst | 2010 | 2018 |
| Biography | Brian Lavin is a senior portfolio manager for High Yield Fixed Income at Columbia Management Investment Advisers, LLC. He joined the firm in April 1994 as a credit analyst covering high yield bonds, was promoted to associate portfolio manager in 1999 and to portfolio manager in 2000. He has been in the investment industry since 1986. Before joining the firm, Mr. Lavin was a high yield analyst at Van Kampen Merrit. He has experience in both non-investment grade and investment grade issuers and has covered a variety of industries. Mr. Lavin received a B.A. in business administration from the University of St. Thomas and an M.B.A. from the University of Wisconsin – Milwaukee. Mr. Lavin also holds the Chartered Financial Analyst designation. | ||
| Scott Schroepfer | Portfolio Manager | 2010 | 2010 |
| Biography | Scott Schroepfer, CFA, Portfolio Manager Managed the Fund since 2008. Sector Manager on high yield fixed income sector team. Joined RiverSource Investments in 1990. Began investment career in 1986. MBA, University of Minnesota. | ||
| Kevin L. Cronk | Portfolio Manager | 2006 | 2010 |
| Biography | Mr. Cronk, CFA, has been a portfolio manager and employed by Dreyfus since July 2012. Mr. Cronk is co-head of U.S. credit, a senior credit analyst and a portfolio manager at Alcentra, which he joined in January 2013. He joined Standish Mellon Asset Management Company LLC (Standish), a wholly-owned subsidiary of BNY Mellon and an affiliate of Alcentra and Dreyfus, in 2011, where he is a senior credit analyst and portfolio manager. Prior to joining Standish, he worked as a high yield analyst and portfolio manager at Columbia Management as well as an investment associate in the high yield fixed income group at Putnam investments. He earned his BS degree with concentrations in finance and economics from Creighton University in Omaha, Nebraska. | ||
| Thomas A. LaPointe | Co-Founder | 2006 | 2009 |
| Biography | Thomas LaPointe, helped launch the Fund with his arrival at Third Avenue Management in 2009. Previously, Mr. Lapointe was senior vice president, co-manages the Boston high yield group for Columbia Management, where he serves as a senior high-yield portfolio manager. Before becoming a portfolio manager in February 2003, Mr. LaPointe served as a high-yield analyst for four years at Columbia Management. He currently co-manages the High Income Portfolio and manages the high-yield sector of Nations Bond Fund and Nations Strategic Income Fund and may also manage other investment products for both BA | ||
| Stephen C. Peacher | Managing Director | 2005 | 2006 |
| Biography | Stephen Peacher, a managing director of Columbia Management, is a co-manager for the Fund and has co-managed the Fund since September, 2005. Mr. Peacher has been associated with Columbia Management since April, 2005. Prior to April, 2005, Mr. Peacher was employed by Putnam Investments, where he served as the Chief Investment Officer of the Credit Team for the previous five years. | ||
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