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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Douglas Rangel | Portfolio Manager | 2022 | 2023 |
背景介紹 | Mr. Rangel joined the Investment Manager in 2019. Prior to joining the Investment Manager, he was a senior director for client portfolio management at Galliard Capital Management, a wholly-owned subsidiary of Wells Fargo. Mr. Rangel began his investment career in 2000 and earned a B.A. in Business Management from Greenville University and an M.B.A. from the University of St. Thomas. | ||
Paul F. Fuchs | Lead Portfolio Manager | 2016 | 2023 |
背景介紹 | Paul F. Fuchs, CFA, Senior Portfolio Manager of the Columbia Management Investment Advisers, LLC. He joined one of the Columbia Management legacy firms or acquired business lines in 1999. Mr. Fuchs began his investment career in 1990 and earned a B.S. in Finance from the University of Massachusetts and an M.B.A. from Suffolk University. | ||
Anders Myhran | Portfolio Manager | 2019 | 2022 |
背景介紹 | Mr. Myhran joined the Investment Manager in 1992. Mr. Myhran began his investment career in 1992 and earned a B.A. in business with majors in finance and quantitative analysis from the University of Wisconsin. | ||
Deborah B. Vargo | Vice President | 2017 | 2022 |
背景介紹 | Deborah (“Deb”) B. Vargo Senior Portfolio Manager, Municipal Bonds Deb Vargo is a senior municipal fixed income portfolio manager for Columbia Threadneedle Investments. In this role, she manages portfolios for high-net-worth clients. Ms. Vargo joined one of the Columbia Threadneedle Investments legacy firms in 2007. Previously, Ms. Vargo worked as a senior vice president for U.S. Trust, responsible for strategy and trading for all tax-exempt fixed income for New England. In addition, she managed several high-net-worth accounts and a short-intermediate term tax-exempt common trust fund. Prior to that, she was in the institutional fixed-income department at State Street Global Advisors where she was responsible for strategy and management of all tax-exempt portfolios. She has been dedicated to this asset class for more than 30 years. In addition, she worked at Tucker, Anthony & R.L. Day. She has been a member of the investment community since 1984. Ms. Vargo received a B.S. from Boston University. | ||
Brian M. McGreevy | Portfolio Manager | 2002 | 2017 |
背景介紹 | Mr. McGreevy is a portfolio manager of Columbia Management Investment Advisor LLC. From 1994 until joining Columbia in May 2010, Mr. McGreevy was associated with the Fund’s previous investment adviser as an investment professional. Mr. McGreevy began his investment career in 1982 and earned a B.S. from the University of Massachusetts at Dartmouth and a Masters from Harvard University Extension School. Mr. McGreevy began his investment career in 1980. | ||
Management Team | - | 1998 | 2002 |
背景介紹 | Team Managed | ||
David H. Thompson | Director, Head, Senior Portfolio Manager | 1995 | 1997 |
背景介紹 | Thompson is the director of funds management with BankBoston, his employer since 1978. He has also served as the director of fixed income for 11 years and the head of research and senior fund manager for three years. Thompson earned his Chartered Financial Analyst designation in 1979. | ||
James L. Bosland | Senior Portfolio Manager | 1994 | 1996 |
背景介紹 | Mr. Bosland is a Senior Portfolio Manager and oversees Appleton’s Short-Term Municipal products. He is a member of Appleton’s Fixed Income Investment Committee. Education: M.B.A., Babson College; B.A., Boston University |
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