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Columbia Integrated Small Cap Growth Fund Advisor Class(MSGIX)
從投資組合中新增/移除
新增至觀察名單
BMO Small-Cap Growth I
17.26
-0.14
-0.80%
MSGIX綜觀
你可在本頁找到深入的Columbia Integrated Small Cap Growth Fund Advisor Class公司檔案，包括MSGIX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
地址
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
電話
+1 8003456611
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Raghavendran Sivaraman | Co-Portfolio Manager | 2023 | now |
| 自傳 | Raghavendran Sivaraman is a portfolio manager on the Quantitative Strategies Team for Columbia Threadneedle Investments. He began his investment career at one of the Columbia Threadneedle Investments legacy firms in 2007. Dr. Sivaraman received a B.Tech. in computer science engineering from the Indian Institute of Technology, Madras and a Ph.D. in operations research from the Massachusetts Institute of Technology. In addition, he holds the Chartered Financial Analyst® designation. | ||
| Oleg Nusinzon | Portfolio Manager | 2023 | now |
| 自傳 | Oleg Nusinzon is a senior portfolio manager on the Systematic Strategies Team for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2020. Previously, Mr. Nusinzon spent ten years at PanAgora Asset Management, where he was a Director and a Lead Portfolio Manager on a flagship active global equity product. Prior to that, Mr. Nusinzon was an equity research analyst at Fidelity Investments building quantitative stock, industry and country models for a broad group of fund mandates. Mr. Nusinzon began his investment career at Salomon Brothers (currently Citigroup) in 1997. Mr. Nusinzon was a founding member of Communicator Inc (currently Markit), a start-up that developed Bond.Hub, an award-winning fixed income research platform. Mr. Nusinzon received an MBA from Chicago Booth School of Business, and a BSE in Mathematics and Computer Science from the University of Pennsylvania. He holds the Chartered Financial Analyst®designation and is a member of CFA Society in Boston. | ||
| Jason C. Hans | Equity Portfolio Manager | 2022 | now |
| 自傳 | Jason joined BMO Asset Management Inc in 2008 and is responsible for equity portfolio management and research. Jason began his experience in the investment industry in 1998, and was the Managing Director, Head of Research for Quantitative Services Group. Jason holds an MBA in Finance from Notre Dame and a BS in Business, with a major in Finance and a minor in Physics from Miami University. In addition, Jason holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance | ||
| Ernesto Ramos | Portfolio Manager | 2021 | 2023 |
| 自傳 | Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT. | ||
| Thomas P. Lettenberger | Portfolio Manager | 2016 | 2023 |
| 自傳 | Tom is responsible for equity portfolio management and research. He joined BMO Asset Management in 2005. Previously, he served as a vice president and portfolio manager at Columbia Management and as an equity research analyst at William Blair & Company, LLC. He entered the investment industry in 1994. He holds an M.A. in accounting and a B.B.A. in finance and accounting from the University of Michigan. In addition, Tom is a CFA® charterholder, a Certified Public Accountant (CPA) and a member of the CFA Institute and the CFA Society of Chicago. | ||
| David A. Corris | Portfolio Manager | 2016 | 2021 |
| 自傳 | Mr. Corris ,CFA, has been cochair of the committee since November 1, 2021. During the past five years, Mr. Corris has served as a portfolio manager with the Firm and, prior to joining the Firm, he served as a portfolio manager and the head of the Disciplined Equity team, a hybrid quant and fundamental platform, at the Bank of Montreal Global Asset Management (BMO). He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. | ||
| Patrick M. Gundlach | Portfolio Manager | 2007 | 2016 |
| 自傳 | Patrick Gundlach, CFA Portfolio Manager Patrick has been a manager for the Fundamental Small- and Mid-Cap Growth investment teams since 2007 and had served as an equity analyst for both investment strategies since 2004. Previously, Patrick was a research analyst for the Nicholas Company, where he focused on small and mid-cap equities. He holds a BBA and MS in Finance from the University of Wisconsin. As a student in the university’s Applied Securities Analysis Program, he served as portfolio manager, equity analyst and accountant for the Badgerfund, a small-cap domestic equity fund. | ||
| Kenneth S. Salmon | Portfolio Manager | 2004 | 2016 |
| 自傳 | Kenneth S. Salmon Portfolio Manager Ken has been a manager for the Fundamental Small-and Mid-Cap Growth investment teams since April 2004. Ken began his investment career in 1986 as an analyst at C.L. King & Associates, later joining Tucker, Anthony, Sutro as a senior analyst covering growth stocks. He joined the firm as an analyst in 2000. He holds a BA degree from State University of New York at Potsdam (Cum Laude). | ||
| James A. Stark | Co-Portfolio Manager | 2004 | 2007 |
| 自傳 | Joined CastleArk in 2007 Investment Experience since 1987 University of Wisconsin, BBA, Finance: 1983 Northwestern University, MBA, Finance & Marketing: 1987 Jim began his career as an equity analyst at Investment & Capital Management in 1987. He then joined Kemper Financial Services as a research analyst supporting the portfolio managers, two of whom were Jerry Castellini and Bob Takazawa. In 1993, Jim joined American Century as a small cap growth portfolio manager. After 12 years managing small cap growth portfolios, Jim teamed with Greg Baxter at M&I Investment Management. | ||
| Sean A. McLeod | Equity Portfolio Manager | 2000 | 2004 |
| 自傳 | Sean McCleod. Sean joined Dana Investment Advisors in October 2016 and is currently an Equity Analyst. Sean graduated from the University of Wisconsin-Madison with a BA in Finance, Investments, and Banking in 1994 and earned an MS in Finance, Investments, and Banking in 1996. Sean has held numerous positions, including Equity Analyst, Portfolio Manager, and Director of Equities since entering the industry in 1996. Sean is a CFA® charterholder and a member of the CFA Institute. | ||
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