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Name | Title | Since | Until |
---|---|---|---|
Michael Guttag | Associate Portfolio Manager | 2024 | Now |
Biography | Michael Guttag is an associate portfolio manager at Columbia Threadneedle Investments on the Select Large Cap Core team. He was previously a Head of Sector Strategies and Data Services Managing Director at Renaissance Macro Research where he covered equities, fixed income, commodities, and currencies globally with a focus on U.S. sector analysis using methodology incorporating technical, quantitative, and fundamental disciplines. Prior to joining Renaissance Macro Research, he was an Equity Research Associate in research at Jefferies. Michael earned a double major in Finance (BS) and American History (BA) from Syracuse University, Martin J. Whitman School of Management where he graduated Magna Cum Laude. | ||
Tiffany Wade | Analyst | 2021 | Now |
Biography | Tiffany Wade is an analyst covering stocks in the energy and industrials sectors at Columbia Threadneedle Investments. Ms. Wade joined one of the Columbia Threadneedle Investments firms in 2010. Previously, Ms. Wade was an equity research analyst at Barclays Capital. Ms. Wade began her investment career in 2008 and earned a B.A. in economics from Brown University. | ||
Melda Mergen | Senior Portfolio Manager & Director | 2019 | 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. | ||
Peter Santoro | Portfolio Manager | 2019 | 2021 |
Biography | 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. | ||
Tchintcia S. Barros | Portfolio Manager | 2015 | 2021 |
Biography | https://www.bostontrustwalden.com/people/tchintcia-barros/ | ||
John T. Wilson | Director | 2005 | 2019 |
Biography | John Wilson is a director and senior portfolio manager for Columbia Management. Mr. Wilson joined Columbia Management in 2005 and has been a member of the investment community since 1985. Prior to joining Columbia Management, Mr. Wilson spent nine years at State Street Research & Management, where he managed more than $5 billion in assets as head of the large-cap core group. He also served on the firm’s asset allocation committee. Previously, Mr. Wilson managed large-cap growth assets at Phoenix Investments. Mr. Wilson earned a B.A. in economics from Trinity College and an M.B.A. from Duke University. He is a member of both the CFA Institute and the Boston Security Analysts Society. In addition, he holds the Chartered Financial Analyst designation | ||
Peter Deininger | Co-Manager | 2010 | 2018 |
Biography | Peter Deininger is a senior portfolio manager on the Large Cap Growth Team for Columbia Threadneedle Investments. Mr. Deininger joined one of the Columbia Threadneedle Investments legacy firms in 2002. Prior to his current role, Mr. Deininger spent two years based in Singapore where he served as director of international research and head of regional investment activities from 2008 to 2010. Before that, he was a senior member of the equity research team focusing on the technology sector. Previously, Mr. Deininger served as an analyst and portfolio manager at firms including Mosaic Asset Management, Dresdner RCM Global Investors and Swiss Bank Corporation. He has more than 17 years of buy-side experience with an emphasis on technology investing. He has been a member of the investment community since 1994. Mr. Deininger received a B.A. from Dartmouth College and an MBA with honors from the University of Chicago Graduate School of Business. He is a member of the Boston Security Analysts Society. In addition, he holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. | ||
Roger R. Sullivan | Vice President | 2005 | 2010 |
Biography | Roger Sullivan is a vice president and senior equity portfolio manager for Columbia Management, specializing in the financial industry. Mr. Sullivan joined Columbia Management in 2005 and has been a member of the investment community since 1966. Prior to joining Columbia Management, Mr. Sullivan worked at Putnam Investments, where he served in a variety of capacities, including team leader. Previously, he held analyst positions at State Street Research, Standish, Ayer & Wood, and Scudder, Stevens & Clark. Mr. Sullivan earned a B.A. in biochemical sciences from Harvard University and an M.B.A. from Harvard Business School where he was a Baker Scholar. In addition, he is a member of the Boston Security Analysts Society and holds the Chartered Financial Analyst designation. | ||
Paul J. Berlinguet | Senior Vice President | 2003 | 2008 |
Biography | Berlinguet is a senior vice president of Columbia Advisors. He has been associated with Columbia Advisors or its predecessors since October 2003. Prior to that, he was head of the large-mid cap equity group and a portfolio manager at John Hancock Funds from April 2001 to October 2003. Prior to joining John Hancock Funds, he was head of the Global Technology Research Team and a portfolio manager at Baring Asset Management. | ||
Edward P. Hickey | Portfolio Manager | 2005 | 2008 |
Biography | Edward P. Hickey, a portfolio manager of Columbia Management, is a co-manager for the Fund and has co-managed the Fund since June, 2005. Mr. Hickey has been associated with Columbia Management or its predecessors since November, 1998. |
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