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Name | Title | Since | Until |
---|---|---|---|
Christopher Lo | Portfolio Manager | 2014 | Now |
Biography | Chris Lo is a senior portfolio manager on the Indexed and Tax Efficient Portfolio Solutions group for Columbia Threadneedle Investments. He leads the Indexed Portfolio Solutions team and is responsible the management of Columbia Threadneedle Equity Exchange Traded Funds and Index Mutual Funds. Mr. Lo joined one of the Columbia Threadneedle Investments legacy firms as senior vice president in 1998 where he held the position of portfolio manager. Previously, Mr. Lo was a senior consultant at KPMG Peat Marwick, LLP. Prior to that, Mr. Lo was an analyst at Deloitte and Touche, LLP. He has been a member of the investment community since 1998. Mr. Lo received a B.S. and an M.E. from Rensselaer Polytechnic Institute and an MBA from New York University, Stern School of Business. He also received his doctoral degree in Professional Studies (DPS) from Pace University, with a concentration in Finance and International Economics. He is a member of the New York Society of Securities Analysts and holds the Chartered Financial Analyst® designation. | ||
Kaiyu Zhao | Portfolio Manager | 2020 | 2024 |
Biography | Kaiyu Zhao is a portfolio analyst on the Indexed and Tax Efficient Portfolio Solutions group for Columbia Threadneedle Investments. Kaiyu Zhao joined Columbia Threadneedle Investments in 2017. In his role, he is responsible for the management of Index Mutual Funds, conducting Index research and assisting portfolio managers with Separately Managed Accounts. Mr. Zhao received a B.A. from George Washington University in Economics and International Affairs and a M.Eng from Cornell University in Financial Engineering. Mr. Zhao is a CFA Level III candidate. | ||
Christopher Rowe | - | 2020 | 2022 |
Biography | Mr. Rowe joined the Columbia in 2019. Prior to joining the Investment Manager, Mr. Rowe was a supervisor at Manulife Investment Management from 2015 to 2018 and an officer at the State Street Corporation from 2011 to 2015. Mr. Rowe began his investment career in 2011 and earned a B.S. in Finance from the University of Massachusetts, Dartmouth. | ||
Vadim Shteyn | Portfolio Manager | 2011 | 2020 |
Biography | Mr. Shteyn joined one of the Columbia Management legacy firms or acquired business lines in 2006. Mr. Shteyn began his investment career in 2006. | ||
Alfred F. Alley | Assistant Vice President | 2010 | 2014 |
Biography | Mr. Alley joined the Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2005. Mr. Alley began his investment career in 2000 and earned a B.S. from Northeastern University. | ||
Cheryl D'Hollander | Director | 2010 | 2010 |
Biography | Hollander is a Director of the Columbia Management Advisors LLC. Hollander associated with the Columbia Management Advisors LLC or its predecessors as an investment professional since 2003. | ||
Georgios Vetoulis | - | 2009 | 2010 |
Dimitris J. Bertsimas | Senior Portfolio Manager | 2009 | 2010 |
Biography | Dr. Bertsimas is a founding partner of Alpha Dynamics and is responsible for overseeing the firm’s business activities. He is the Boeing Professor and co-director of the Operations Research Center at the Massachusetts Institute of Technology (MIT), where he has been a member of the faculty since 1988. Formerly a Senior Portfolio manager and the head of quantitative investments at RiverSource Investments where he was responsible for managing $12 billion in mutual funds, separate accounts, and hedge funds. In 1998 Dr. Bertsimas co-founded Dynamic Ideas LLC whose assets were sold to American Express in 2002. He has over 20 years of investment management experience and has served as a consultant to well-known investment managers. He has received numerous research awards and he is a member of the National Academy of Engineering. Dr. Bertsimas has written over 130 papers in optimization, data mining, applied probability and quantitative finance and he has written 3 textbooks that are used in over 40 universities around the world. Dr. Bertsimas has a PhD in Applied Mathematics and Operations Research from MIT. He holds the Series 7 and 63. | ||
David Factor | Portfolio Manager | 2001 | 2009 |
Biography | Factor is a portfolio manager of RiverSource Investments. He joined RiverSource Investments in 1990. Factor began investment career in 1996, becoming a quantitative analyst in 1999. Factor holds the Chartered Financial Analyst designation. | ||
James M. Johnson | Lead Portfolio Manager | 2000 | 2005 |
Biography | James Johnson is Lead Portfolio Manager of Teachers Advisors, Inc.. TCIM and other advisory affiliates of TIAA—2012 to Present (portfolio manager of a domestic large-cap value portfolio); State Street Global Advisors—2005 to 2012 (portfolio manager of various domestic large-cap, mid-cap and long-short strategies in US Active Group); American Express Financial Advisors—1994 to 2005 (manager of various domestic large-cap and long-short strategies, quantitative research analyst); Piper Capital Management—1990 to 1994 (quantitative research analyst) |
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