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ชื่อ | ชื่อเรื่อง | ตั้งแต่ | จนกว่า |
---|---|---|---|
Jeffrey Wimmer | - | 2024 | now |
ประวัติส่วนตัว | Jeffrey Wimmer is a portfolio manager for Columbia Threadneedle Investments. Mr. Wimmer’s analytical focus is on small and mid-cap value strategies. He joined one of the Columbia Threadneedle Investments firms in 2014. Previously, Mr. Wimmer was an associate at Samson Capital where he worked on alternative investment strategies investing across the capital structure. Prior to that, he worked at J.P. Morgan in sell-side research as a member of an Institutional Investor ranked team. Mr. Wimmer received a bachelor’s degree in finance from Indiana University and an MBA from Cornell University. In addition, he holds the Chartered Financial Analyst® designation. | ||
Richard Taft | Portfolio Manager | 2016 | now |
ประวัติส่วนตัว | Mr. Taft joined Columbia in 2011. Mr. Taft began his investment career in 1997 and earned a B.A. and an M.B.A. from the University at Buffalo. | ||
Richard S. Rosen | Senior Portfolio Manager | 2015 | 2024 |
ประวัติส่วนตัว | Mr. Rosen joined one of the Columbia Management legacy firms or acquired business lines in 2008. Mr. Rosen began his investment career in 1982. | ||
Kari L. Montanus | Senior Portfolio Manager | 2015 | 2018 |
ประวัติส่วนตัว | Kari Montanus is a portfolio manager on the Columbia Focused Value Team at Columbia Threadneedle Investments. Ms. Montanus joined one of the Columbia Threadneedle Investments legacy firms in 2003. Previously, she worked for Goldman Sachs & Co. as a vice president of investment research. Prior to that, she was an associate analyst of equity research for Morgan Stanley Dean Witter & Co. and for Morgan Stanley & Company in their Tokyo, Japan office. Ms. Montanus received a B.A. in international relations from Stanford University and an MBA in finance from The Wharton School, University of Pennsylvania. | ||
Alec R. Harrell | Analyst | 2013 | 2015 |
ประวัติส่วนตัว | Alec joined RHJ in December 2017 and has 15 years of investment experience. Prior to joining the firm he was a Senior Portfolio Manager/Analyst at Northern Trust Asset Management. Prior to that, Alec worked as a Portfolio Manager/Analyst for Convergent Fund Management and an Analyst for Needelman Asset Management. His experience includes fundamental research on U.S. and international securities as well as the development of quantitative equity strategies. He received a B.A. in politics, philosophy and economics from Claremont McKenna College and a J.D. and M.B.A. from the University of Southern California [USC]. Alec is a CFA® charterholder. He is a member of CFA Society Los Angeles. | ||
Donna L. Renaud | Managing Director | 2012 | 2015 |
ประวัติส่วนตัว | "Donna has worked in the investment industry since 1986, concentrating on equity and fixed income analysis and portfolio management for both institutional and high net worth clients. Donna is experienced in managing portfolios focused in the large-cap, small-cap, and micro-cap sectors of the market, as well as diversified and concentrated portfolio structures. Prior to joining Northern Trust in 2004, Donna founded Renaud Asset Management Advisors Inc. Prior to that, Donna served as Managing Director of Fundamental Management Corporation. She also worked as an equity research analyst for Zacks Investment Research and a high yield bond analyst for Harch Capital Management. Donna earned her Bachelor of Arts with High Distinction from Pennsylvania State University, and her MBA from Arizona State University. " | ||
Jonathan K.L. Simon | Managing Director | 2003 | 2015 |
ประวัติส่วนตัว | Jonathan K.L. Simon, managing director, is a portfolio manager in the U.S. Equity Group. An employee since 1980, and a member of U.S. Equity Value Group. In addition, he joined the firm as an analyst in the London office, transferred to New York in 1983 and became a portfolio manager in 1987. Jonathan has held numerous key positions in the firm, including president of Robert Fleming's U.S. asset management. | ||
Victor Cunningham | Lead Portfolio Manager | 2013 | 2013 |
ประวัติส่วนตัว | Mr. Cunningham is a Portfolio Manager of the Third Avenue . Prior to rejoining Third Avenue in 2017, Mr. Cunningham was a portfolio manager with Third Avenue from 2013 to 2016. He initially joined Third Avenue in 2012. From 2005 to 2011, Mr. Cunningham was founder and owner of Lucid Asset Management, where he spent six years running his own long-only value fund catering to high net worth individuals and institutions. Prior to forming Lucid, Mr. Cunningham spent five years as the Research Director at Olstein Funds. | ||
Michael R. Lehmann | Portfolio Manager | 2013 | 2013 |
ประวัติส่วนตัว | Mr. Lehmann is a Portfolio Manager for the Third Avenue Value Fund. He helped to introduce and develop Third Avenue's Value Equity Separate Accounts when he joined the firm in 1998. He manages concentrated portfolios made up of the highest conviction stocks from Third Avenue's value equity, small cap, real estate and international strategies. Mr. Lehmann is also a Portfolio Manager for the Third Avenue Value Fund UCITS, Third Avenue Variable Series Trust and Third Avenue’s private, institutional and sub-advised portfolios. | ||
Ian Lapey | equity analyst | 2004 | 2013 |
ประวัติส่วนตัว | Mr. Ian Lapey was most recently a Research Analyst and Partner at Moerus Capital Management LLC. Prior to joining Moerus, he was a Partner, Research Analyst, and Portfolio Manager at Third Avenue Management. Prior to joining Third Avenue in 2001, Mr. Lapey held equity research analyst positions at Credit Suisse First Boston and Salomon Brothers. Mr. Lapey holds a B.A. in Economics from Williams College, a Masters in Accounting from Northeastern University, and an M.B.A. in Finance and Statistics from the Stern School of Business at New York University. |
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