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Name | Title | Since | Until |
---|---|---|---|
William Davies | EMEA CIO & Global Head of Equities | 2019 | Now |
Biography | William Davies is Global Head of Equities at Columbia Threadneedle Investments. He took up this role in July 2017 and has overall responsibility for the company’s equity teams. Prior to this, he was Head of Equities, EMEA and headed the Global Equities team. William is the lead manager of the Threadneedle Global Select Fund. William was previously Head of European Equities at the company from 1999 to 2011. He joined Threadneedle Asset Management Limited at the company’s inception in 1994. Before this he worked for Eagle Star Investments1. He has also worked for Hambros Bank as a European Investment Manager where he led the European equity team. William holds a BA (Hons) in Economics from Exeter University. | ||
Melda Mergen | Senior Portfolio Manager & Director | 2016 | Now |
Biography | 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. | ||
Mark Burgess | Deputy Global Chief Investment Officer and CIO, EMEA | 2015 | 2019 |
Biography | Mark is Deputy Global Chief Investment Officer and Chief Investment Officer, EMEA. In his role he is responsible for the investment performance for all EMEA investment strategies and supports the leadership and oversight of our investment strategies globally. He is a statutory Board member and joined the company in November 2010. In 2018 Mark was awarded Financial News Investment Leader of the Year. Prior to joining the company Mark was Head of Equities at Legal and General Investment Management. Before joining LGIM, Mark held senior roles at Morgan Grenfell Asset Management and Deutsche Asset Management. He gained a degree in Economics and Philosophy from Keele University and is an associate of the Institute of Investment Management and Research. He is Chair of the IA Investment Committee and a Director of the Investor Forum. Mark has a number of charitable interests and as such is Chairman of LIFEbeat, a trustee of Access Sport and an associate trustee of the Great Ormond Street Hospital Children’s Charity. | ||
Robert McConnaughey | Managing Director | 2011 | 2016 |
Biography | McConnaughey is a managing director of Columbia Management Investment Advisors, LLC. He has been associated with Columbia Advisors or its predecessors since March, 2002. Prior to March, 2002, McConnaughey was an associate director of research for Citigroup Asset Management from March, 2000 to March, 2002. McConnaughey was a portfolio manager with Prudential Investments between 1997 and 2002. | ||
Beth Vanney | Portfolio Manager | 2011 | 2015 |
Biography | Portfolio Manager of Columbia Management Investment Adv LLC.From 1999 until joining Columbia Management in May 2010, Ms. Vanney was associated with Columbia Management Advisors, LLC or its predecessors as an investment professional. Ms. Vanney began her investment career in 1990 and earned a B.S. from the University of Minnesota. | ||
Anwiti Bahuguna | Portfolio Manager | 2009 | 2015 |
Biography | Anwiti Bahuguna is a senior portfolio manager with the Global Asset Allocation Team at Columbia Threadneedle Investments. She is responsible for asset allocation research and portfolio management of the asset allocation funds and separately managed accounts. Dr. Bahuguna joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Dr. Bahuguna worked at Fleet in its corporate strategy and development group, where she provided investment banking analysis on transactions such as mergers and acquisitions in all types of financial services companies. Prior roles have also involved strategic planning for restructuring and positioning the corporation and its components for growth and expansion. She has been a member of the investment community since 1998. Dr. Bahuguna received a B.S. in economics and mathematics from St. Stephen’s College, Delhi University, and a Ph.D. in economics from Northeastern University. | ||
Marie M. Schofield | Managing Director | 2009 | 2015 |
Biography | Ms. Schofield joined the Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where she worked as an investment professional since 1990. Ms. Schofield began her investment career in 1975 and earned a B.S. from the College of Saint Rose. | ||
Colin Moore | Head | 2009 | 2015 |
Biography | Colin Moore has been a portfolio manager and the head of active equity for Columbia Management Investment Advisers, LLC since 2002. Mr. Moore also serves as co-manager for Nations Strategic Growth Fund. Mr. Moore may also manage other investment products for both BACAP and Columbia Management. Prior to joining Columbia Management, Mr. Moore was chief investment officer of global/international value equities, portfolio manager, and associate director of research at Putnam Investments from 2000 to 2001. While serving in this role, he personally managed $3 billion, in addition to 29 analysts and five portfolio managers. Prior to joining Putnam in 2000, Mr. Moore was director of research and chief investment officer for Rockefeller & Co. in New York and London from 1991 to 1999. Mr. Moore has been in the investment community since 1980. Mr. Moore attended the London Business School, where he completed their investment management program and is an associate by examination of the U.K. Institute of Investment Management & Research (AIIMR). | ||
Melda Mergen | Senior Portfolio Manager & Director | 2011 | 2014 |
Biography | 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. | ||
Kent M. Bergene | Vice President | 2010 | 2011 |
Biography | Bergene is a vice president in charge of mutual fund and certificate products with RiverSource Investments which he joined in 1981. Before that, he was director of variable annuity products with AFFC from 1997 to 2000. |
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