Daniel Boncarosky is a senior portfolio manager on the Global Asset Allocation team for Columbia Threadneedle Investments. Mr. Boncarosky joined one of the Columbia Threadneedle Investments legacy firms in 2008. Before joining the Global Asset Allocation team, Mr. Boncarosky was an analyst on the International Bond team. He has been a member of the investment community since 2008. Mr. Boncarosky received a B.S. in Finance and Statistics from the New York University Stern School of Business. In addition, he holds the Chartered Financial Analyst® designation.

Thomas Nakamura is a portfolio manager on the Global Asset Allocation and the North American OCIO teams for Columbia Threadneedle Investments. He focuses on asset allocation, portfolio design, tactical opportunity assessment, and macroeconomic research. Prior to joining the firm in 2018, he held research analyst roles on the capital markets and quantitative equity teams at Fisher Investments. He joined the industry in 2011. He received a B.A. in economics with a minor in statistics from Swarthmore College. In addition, he holds the CFA® designation.

Ms. Chen joined the Investment Manager in 2023. Prior to joining the Investment Manager, she was a global portfolio manager at Dimensional Fund Advisors Pte. Ltd. in Singapore. Ms. Chen began her investment career in 2010 and earned a bachelor of economics degree from Shanghai Jiao Tong University and a Master of Finance degree from M.I.T. Sloan School of Management.