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Advisor Information for CLMZX

Fund Inception04/30/2014
Name of IssuerColumbia Threadneedle
Fund Advisor(s)Columbia Mgmt Investment Advisers, LLC
Sub-Advisor(s)--

Fund Managers for CLMZX

Jason Callan
Portfolio Manager since 04/30/2014
Jason Callan is Head of Structured Assets, Head of Core and Core Plus and a Senior Portfolio Manager for multi-sector fixed income at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2007 as a senior quantitative analyst covering Non-Agency RMBS, was promoted to portfolio manager in 2008, and head of structured assets in 2009 . Mr. Callan assumed multi-sector portfolio management responsibilities in 2016 and became lead portfolio manager on Core and Core Plus strategies in 2017. Mr. Callan is also a co-portfolio manager on the Strategic Income portfolio and a member of the Global Fixed Income Asset Allocation Committee. Previously, Mr. Callan worked at GMAC in their Principal Investments unit as a portfolio manager and an analyst. He has been a member of the investment community, specializing in structured assets, since 2003. Mr. Callan received a B.S. in Economics from the University of Minnesota and an MBA from University of Minnesota’s Carlson School of Management
Thomas Heuer
Portfolio Manager since 04/30/2014
Mr. Heuer joined Columbia Management Investment Advisers, LLC in 1993. Mr. Heuer began his investment career in 1993. He earned a B.A. in Accounting from the University of Wisconsin and an M.B.A. with a concentration in Finance from the University of Minnesota. He holds both the Certified Public Accountant designation and the Chartered Financial Analyst designation.
Ryan Osborn
Portfolio Manager since 02/08/2019
Mr. Osborn joined the Investment Manager in 2004. Mr. Osborn began his investment career in 2004 and earned a B.B.A. from the University of Wisconsin-Madison.