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Columbia Dividend Opportunity Fund Class A (INUTX)
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- モーニングスターの評価:
- 総資産: 1.24B
Columbia Dividend Opportunity A
40.18
+0.33
+0.83%
INUTX 概要
このページではColumbia Dividend Opportunity Fund Class Aの基本的な企業情報をご覧になれます。 INUTX の主要な経営陣、総資産、投資戦略、連絡先情報など。
連絡先
住所
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
電話
+1 8003456611
役員トップ
| 名前 | タイトル | 以来 | まで |
|---|---|---|---|
| Grace Lee | Portfolio Manager | 2020 | now |
| 伝記 | Grace Lee is a portfolio manager on the Income and Growth Strategies Team at Columbia Threadneedle Investments. She joined the firm in 2014 as an equity analyst on the small-cap value team and has been a member of the investment community since 1996. Previously, Ms. Lee was an equity analyst at Mutual of America Capital Management, where she focused primarily on small-cap stocks. She also held investment and research positions at Daiwa Asset Management, Fifth Street Capital LLC and Bear Stearns & Co. She began her career as a technology investment banking analyst with Merrill Lynch & Co. Ms. Lee received a bachelor’s degree in political science and economics from Stanford University and an MBA from Harvard Business School. In addition, she holds the Chartered Alternative Investment Analyst designation. | ||
| David L. King | Senior Portfolio Manager | 2018 | now |
| 伝記 | David King is a senior portfolio manager with the Asset Allocation Team at Columbia Threadneedle Investments. Mr. King joined one of the Columbia Threadneedle Investments firms in 2010. Previously, Mr. King was a senior portfolio manager at Putnam Investments. Prior to that, he held various other roles during his 25 years at Putnam, beginning as an equity research analyst and including associate director of equity research. Prior to Putnam, he worked briefly at Drexel Burnham Lambert and Citibank, NA. Mr. King began his career at Manufacturers Hanover Trust (now JPMorgan Chase) in 1978. He has been a member of the investment community since 1983. Mr. King recieved a B.S. in administration, summa cum laude, from the University of New Hampshire and an MBA from Harvard Business School. In addition, he holds the Chartered Financial Analyst designation. | ||
| Yan Jin | President | 2018 | now |
| 伝記 | Yan Jin is a vice president and senior portfolio manager of income strategies with Columbia Threadneedle Investments. Mr. Jin joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Mr. Jin was employed as assistant vice president and risk analyst for Lincoln Investment Management. He has been a member of the investment community since 1998. Mr. Jin received an M.A. in economics from North Carolina State University. | ||
| Harrison Chan | Portfolio Manager | 2018 | 2018 |
| 伝記 | Mr. Chan joined Columbia Management Investment Advisers, LLC in 2014. Mr. Chan began his investment career in 2014 and earned a B.S. in electrical engineering and a B.A. in economics from the University of Illinois at Urbana-Champaign and an M.B.A. from the University of Chicago Booth School of Business. | ||
| Dean A. Ramos | Co-Manager | 2013 | 2018 |
| 伝記 | Mr. Ramos, senior portfolio manager, joined Columbia Management Investment Advisers, LLC in 2000. Mr. Ramos began his investment career in 1992 and earned a B.S. and an M.B.A. from the University of Minnesota. | ||
| Paul Stocking | Portfolio Manager | 2006 | 2018 |
| 伝記 | Paul is a Portfolio Manager for Contrarian Equity. He joined Columbia Management (formerly, RiverSource Investments, LLC) in August 1995 and has been in the industry since 1987. He joined RiverSource Investments as the team leader for the Latin American Research Group, where he focused on Latin American banks, bottlers, brewers, and oil and gas companies. In August 1998, he assumed a senior equity analyst position focusing on brokerage and asset management companies in the financial sector and was promoted to Financial Sector Team Leader in 2002. Paul was promoted to Associate Portfolio Manager on the Contrarian Equity Team in August 2006 and moved into his current capacity as Portfolio Manager in June 2007. He was previously employed as the Vice President of Investment Banking at JP Morgan Securities. He earned a B.B.A. in Finance and Accounting from the University of Michigan School of Business and an M.B.A. with a concentration in Finance from the University of Chicago's Graduate School of Business. | ||
| Steven R. Schroll | Senior Portfolio Manager | 2004 | 2018 |
| 伝記 | Mr. Schroll joined the Columbia Management Investment Advisers, LLC in 1998. Mr. Schroll began his investment career in 1981 and earned a B.S. from Drake University and completed work toward an M.B.A. from the University of Minnesota. | ||
| Laton Spahr | Portfolio Manager | 2004 | 2013 |
| 伝記 | Laton Spahr serves as portfolio manager of the Large Cap Value, Dividend Value and Mid Cap Value strategies. Prior to joining the firm in March 2013, Laton was a senior portfolio manager at Columbia Management Investment Advisors since 2003, managing value and income strategies across institutional and retail investment channels. During his twelve-year tenure at Columbia Management, he also conducted equity risk management, analyzed and traded derivatives and structured products, and was a technology analyst. Laton was an equity analyst at Holland Capital Management from 1999 to 2001, a research intern at Friess Associates from 1998 to 1999, and a commercial loan officer at Jackson State Bank from 1997 to 1998. He holds a B.S. in finance and minor in accounting from the University of Wyoming and an M.S. in finance, investments, and banking as part of the Applied Security Analysis program at the University of Wisconsin. Laton is also a CFA charterholder. | ||
| Warren E. Spitz | Vice President, Senior Portfolio Manager | 2004 | 2009 |
| 伝記 | Warren is Vice President and Senior Portfolio Manager for the Contrarian Equity Team. Warren was previously employed as a portfolio manager with Prudential Global Asset Management from 1987 to 2000 and as a senior electric utilities analyst with Dean Witter Reynolds from 1985 to1987. Prior to Dean Witter Reynolds, he worked in the equity research department at Value Line where he was an underwriter with Travelers Insurance Company. | ||
| Lawrence S. Alberts | Group Vice-President | 2003 | 2004 |
| 伝記 | Larry joined American Express Financial Corporation (AEFC) in 1995 with fifteen years of analytical experience. Prior to joining AEFC, he was a Group Vice-President at Duff & Phelps in Chicago specializing in utility (electric, natural gas and telecommunications) common equity and fixed income research, plus Larry was a member of the Credit Rating Committee. Approximately ten years of his analytical experience was gained at three utility companies in a variety of relevant, finance-related positions. | ||
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