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Columbia New York Intermediate Municipal Bond Fund Institutional Class (GNYTX)
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11,06
-0,01
-0,09%
- Ocena firmy Morningstar:
- Aktywa ogółem: 36,45M
Columbia AMT-Free NY Interm Muni Bd Z
11,06
-0,01
-0,09%
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Przegląd GNYTX
Na tej stronie znajdziesz szczegółowy profil Columbia New York Intermediate Municipal Bond Fund Institutional Class. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych GNYTX.
Informacje kontaktowe
Adres
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Telefon
+1 8003456611
Internet
www.columbiathreadneedleus.com
Kierownictwo najwyższego szczebla
| Nazwa | Tytuł | Od | Do |
|---|---|---|---|
| Doug Rangel | Portfolio Manager | 2022 | Teraz |
| Biografia | Doug Rangel is vice president and client portfolio manager for muicipal fixed-income products at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2019. Previously, he was a senior director for client portfolio management at Galliard Capital Management, a wholly-owned subsidiary of Wells Fargo, offering fixed income management for institutional clients. Doug has been in the investment industry since 2000. He earned a B.A. in Business Management from Greenville University and a M.B.A. from the University of St. Thomas. In addition, Doug holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Minnesota. | ||
| Paul Fox | Portfolio Manager | 2012 | Teraz |
| Biografia | Paul Fox is a senior municipal portfolio manager at Columbia Threadneedle Investments. He manages national and state-specific intermediate strategies and institutional client portfolios. Prior to his current role, Mr. Fox worked as a quantitative analyst in the municipal bond department. Previously, Mr. Fox worked as an analyst at Putnam Investments for three years. At Putnam, he supported multiple quantitative research groups while developing Putnam’s quantitative research system. Prior to that, Mr. Fox worked at Mellon Bank as a business analyst for three years. In this role he developed Mellon Bank’s institutional investment analytics products. He joined one of the Columbia Threadneedle Investments legacy firms in 1999. He has been a member of the investment community since 1994. Mr. Fox earned a B.S. in Finance from the University of Massachusetts and an MBA from Suffolk University. He is a member of the Boston Society of Security Analysts and holds the Chartered Financial Analyst® designation. | ||
| Anders Myhran | Portfolio Manager | 2019 | 2022 |
| Biografia | 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 |
| Biografia | 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 | 1998 | 2017 |
| Biografia | 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. | ||
| Daniel Rabasco | Portfolio Manager | 1997 | 1998 |
| Biografia | Dan is the head of municipal bonds at Mellon Investments Corp, overseeing and guiding the investment management process for the firm’s tax-exempt strategies. Previously, he was the head of trading for tax-exempt bonds, responsible for managing the municipal bond trading desk. Before joining the firm, Dan directed the municipal bond group at Fleet where he was responsible for managing mutual fund, common trust fund and high net worth client assets. Previously, he was a portfolio manager at Evergreen Investments, where he managed national and state-specific mutual funds. His other responsibilities included hospital and high yield credit analysis. Dan began his career as a municipal analyst at Liberty Insurance Company. Dan has been in the investment industry since 1987. Dan holds a BA from Boston College and an MBA from Suffolk University. Dan has served as a member of the Municipal Securities Rulemaking Board's Investor Advisory Group (2004-2008). He holds the CFA® designation and is a member of the CFA Institute. | ||
| Mary M. McGoldrick | Vice President | 1996 | 1997 |
| Biografia | McGoldrick is currently vice president of Fleet Investment Advisors, which she originally joined in 1972. She left Fleet to work for Rhode Island Hospital Trust National Bank from 1982 to 1988, managing the bank's trading account and comanaging its investment portfolio. McGoldrick has served on the board of directors of United Way and has performed advanced work at the University of Michigan's Public Finance Institute. | ||
| Donald W. Jones | Vice President | 1994 | 1996 |
| Biografia | Jones is a vice president of Fleet Investment Advisors, his employer since 1977. Prior to joining Fleet, he worked at Merrill Lynch as an account executive. Jones is a member of the Providence Society of Financial Analysts. | ||
| Maria C. Schwenzer | Vice President | 1991 | 1994 |
| Biografia | Schwenzer is a vice president with Fleet Investment Advisers, her employer since 1984. Previously, she spent 15 years in the trust department of Lincoln National Bank, where she worked as an equity trader before moving on to manage taxable fixed-income and money-market portfolios. Schwenzer managed Lincoln's first money-market mutual fund. She is active in a charitable sorority and the Rochester chapter of Women in Business | ||
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