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Name | Title | Since | Until |
---|---|---|---|
Bryan Lassiter | Associate Portfolio Manager | 2023 | Now |
Biography | Bryan Lassiter is an associate portfolio manager in the U.S. Equities team at Columbia Threadneedle Investments. Bryan supports the Columbia Small Cap Value I strategy. Prior to joining Columbia Threadneedle Investments, Bryan worked as a senior investment analyst on small and mid-cap U.S. equity portfolios for LMCG Investments based in Boston. Previously, he worked as an investment analyst on mid and large-cap U.S. equity portfolios for the institutional asset management arm of a Southeastern regional bank. He joined the firm in 2021 and has been a member of the investment community since 2004. Bryan received an MBA from Columbia Business School and a BBA in Finance from the University of Georgia. In addition, he holds the Chartered Financial Analyst® designation. | ||
Jeremy H. Javidi | Senior Portfolio Manager | 2005 | Now |
Biography | Jeremy H. Javidi, CFA, is senior portfolio manager for Columbia Management. Mr. Javidi joined one of the Columbia Management legacy firms or acquired business lines (Fleet Investment Advisors) in 2000. While at Fleet, he served as a junior portfolio manager and research analyst for the Galaxy Equity Value Fund and helped manage three index offerings. Mr. Javidi has been a member of the investment community since 2000.Mr. Javidi earned a B.A. degree from Tufts University in quantitative economics and a B.S. degree from Tufts University in mechanical engineering. In addition, he holds the Chartered Financial Analyst designation. | ||
John S. Barrett | Portfolio Manager | 2011 | 2015 |
Biography | Portfolio Manager of Columbia Management Investment Advisers, LLC. From 2003 until joining the Adviser in May 2010, Mr. Barrett was associated with the Fund’s previous investment adviser as an investment professional. Mr. Barrett began his investment career in 1995 and earned a B.S. from the University of North Carolina and an M.B.A. from Boston College. | ||
Stephen D. Barbaro | Senior Vice President | 2002 | 2012 |
Biography | Steve Barbaro is a senior vice president and lead portfolio manager for Columbia Management. Mr. Barbaro joined Fleet Investment Advisors (a predecessor firm) in 1976 and has been a member of the investment community since 1971.Prior to joining Columbia Management, Mr. Barbaro was a senior investment analyst at Connecticut Mutual Life and a security analyst at Thomson & McKinnon. Mr. Barbaro earned a B.A. degree from Brown University and an M.B.A. degree from Columbia University. In addition, he holds the Chartered Financial Analyst designation. | ||
James P. Haynie | Vice President | 1998 | 2007 |
Biography | Jim is a senior member of the portfolio management team for Adams Funds. In this role he focuses on stock selection, portfolio structure and risk management. Jim came to the Funds from the global investment management firm BNP Paribas Investment Partners, where he served as Chief Investment Officer, U.S. Equities. Prior to joining BNP, he co-founded 646 Advisors, a long/short market-neutral equity fund. He also served in portfolio management roles for Liberty Financial Corporation and Trinity Investment Management. Earlier in his career, Jim worked at Chemical Bank. Jim earned a Bachelor of Arts degree in Economics from Colorado College and an MBA from the Tuck School of Business at Dartmouth College. He is a CFA® charterholder. | ||
Michael E. Rega | Vice President, Senior Portfolio Manager | 1998 | 2007 |
Biography | Rega is a vice president and senior portfolio manager with Pioneer, his employer since 2004. Previously, he was vice president of Colonial Management Associates, his employer since 1993. Prior to Colonial, he worked at MIT's Lincoln Laboratory where he specialized in the area of radar data analysis and computer system design. He previously was a special agent for the FBI and a cryptologic mathematician for the National Security Agency. Rega holds the Chartered Financial Analyst designation. |
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