Fund Inception | 06/18/2012 |
Name of Issuer | Columbia Threadneedle |
Fund Advisor(s) | Columbia Mgmt Investment Advisers, LLC |
Sub-Advisor(s) | -- |
Fund Managers for CCSAX
Marc Khalamayzer
Portfolio Manager since 12/09/2019
Marc Khalamayzer is head of Liquid Alternatives and a senior portfolio manager for the Global Asset Allocation team at Columbia Threadneedle Investments. Mr. Khalamayzer joined one of the Columbia Threadneedle Investments firms in 2014 and has been a member of the investment community since 2006. Previously, Mr. Khalamayzer was a director at Gottex Fund Management Sarl. Prior to that, he was a quantitative analyst at 2100 Capital Group LLC. Mr. Khalamayzer received an M.S. in Finance and a B.S. in Economics-Finance from Bentley University. In addition, he holds the Chartered Financial Analyst designation.
Matthew Ferrelli
Portfolio Manager since 12/09/2019
Matthew Ferrelli is a portfolio manager for the Global Asset Allocation team at Columbia Threadneedle Investments.
Previously, he was a risk analyst at Putnam Investments. He joined the firm in 2017 and has been a member of the investment community since 2005.
Matt received an M.S. in Finance from Suffolk University and a B.A. from Boston College. In addition, he holds the Chartered Financial Analyst® designation.
Gregory Liechty
Portfolio Manager since 05/03/2021
Gregory Liechty is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Liechty is the securitized sector team leader for the Short Duration & Stable Value Team and is responsible for portfolio management, security analysis and quantitative research for structured products. He is also a portfolio manager on a number of mutual funds and separate accounts. Mr. Liechty joined one of the Columbia Threadneedle Investments legacy firms in 2005 as senior portfolio manager and has been in his current position since 2008. Previously, Mr. Liechty was a senior portfolio manager at Evergreen Investment Management, where he spent more than 10 years managing institutional fixed income
portfolios. He has been a member of the investment community since 1992. Mr. Liechty received both a B.A. and an MBA from the University of North Florida. He is a member of the CFA Institute and Portland Society of Financial Analysts.
Ronald Stahl
Portfolio Manager since 05/03/2021
Ronald Stahl is a senior portfolio manager and head of the Short Duration and Stable Value Team for Columbia Threadneedle Investments. He is also a portfolio manager on a number of mutual funds and separate accounts. Previously, Mr. Stahl specialized in research, trading and active portfolio management in the corporate, government and money market sectors. He joined one of the Columbia Threadneedle legacy firms in 1998 and has been a member of the investment community since then. Mr. Stahl received a B.S. in business administration with a minor in
economics from Oregon State University and an MBA from Portland State University. He is a member of the Portland
Society of Financial Analysts and holds the Chartered Financial Analyst® designation.
John Dempsey
Portfolio Manager since 05/03/2021
John Dempsey is a portfolio manager for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2015 as a portfolio manager on the Short Duration & Stable Value Team specializing in corporate and government bonds. Mr. Dempsey has managed fixed income corporate bonds since 1998. Previously he was a portfolio manager and high yield trader at Genworth Financial, director of corporate credit research at Prime Advisors and corporate credit analyst at GE Financial Assurance. Mr. Dempsey received a B.S. in Finance with a minor in Economics from the University of Oregon. He is a member of the CFA Society Seattle and holds the Chartered Financial Analyst ® designation.