BNET Industries
Last Fiscal Year Sales:$749.9M
- Private
- US
Dow Jones Description
Columbia Management Group, LLC (?Columbia Management?) is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors. Columbia Funds are distributed by Columbia Management Distributors, Inc., member FINRA and SIPC. Columbia Management Distributors, Inc. is part of Columbia Management and an affiliate of Bank of America Corporation.
President, Columbia Funds
Christopher L. WilsonContact Information
One Financial Ctr
Boston, Massachusetts 02111-2621
(617) 341-2200
Peer Companies
NAICS Code Open-End Investment Funds: 525910
Recent Events
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Ameriprise total operating profit climbs, but per-share results drop after dilution
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Ameriprise thinks Columbia satisfies its asset management needs
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Big deal: Ameriprise-Columbia hook-up on tap?
News & Analysis
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columbia management group - All News and Analysis
Marsico move seen as setback to BoA's strategy.(Money Management)
- 2007-06-25
Byline: Douglas Appell BOSTON - Thomas F. Marsico's decision to buy back his fast-growing firm from Bank of America Corp. sets back the bank's goal of boosting the contribution asset management makes to its bottom line. Industry watchers say it remains unclear whether BoA's...
Money Management: Union funds drop Columbia, cite turnover of staff.(Columbia Management Group)
- 2005-03-21
Byline: Douglas Appell BOSTON - A number of big union pension funds have given Columbia Management Group the pink slip recently, citing the departures of key investment professionals and Taft-Hartley salesmen following the acquisition last April of Columbia parent FleetBoston Financial Corp. by ...
Facing the ultimate sales job; CIO embarks on mission to convince skeptics that Columbia is a ready-for-prime-time manager.(Keith T. Banks remarks)
- 2005-03-07
Byline: Douglas Appell BOSTON - Keith T. Banks, an industry veteran with a reputation as an "investment guy,'' is embarking on the ultimate sales job: convincing people his Columbia Management Group has come through a regulatory gauntlet and a spate of mergers and acquisitions...
Bank Deal Not Expected to Bring Quick Changes for Columbia Management's Funds.
- 2003-10-28
By Julie Tripp, The Oregonian, Portland, Ore. Knight Ridder/Tribune Business News Oct. 28--If the deal closes as planned next spring, Columbia Management Group will become part of the second-biggest bank in America, but owners of Columbia mutual funds may not notice much...
Columbia Management Group Recruits Colin Moore to Head Active U.S. Equity Management; Former Putnam Executive to Head Team Managing $70 Billion in Equity Portfolios
- 2002-09-04
Business Editors BOSTON--BUSINESS WIRE--Sept. 4, 2002 Colin Moore, CFA, has joined Columbia Management Group, Inc., the asset management arm of FleetBoston Financial (NYSE: FBF), as Managing Director and Head of Active Equity Management. Mr. Moore will be based in Boston and will direct portfolio managers responsible for...
State Street Expands Relationship With Columbia Management Group to Provide Full Range of Investment Services
- 2002-08-07
Business Editors BOSTON--BUSINESS WIRE--Aug. 7, 2002 State Street now provides services for 165 of Columbia Management Group's funds, representing $50 billion in total assets State Street Corporation (NYSE: STT), the world's leading specialist in meeting the needs of sophisticated global investors, announced today that it has...
Columbia Management Group. (Moving Up).
- 2002-07-29
Columbia Management Group, a unit of FleetBoston Financial Corp., has named Mark Marinella, 44, managing director and head of its fixed-income department. He previously was executive vice president and co-chief Investment officer at Boston's State Street Research and Management Co.
Stein Roe Mutual Funds Announces Winners of 6th Annual Young Investor Essay Contest
- 2002-04-25
Business Editors CHICAGO--BUSINESS WIRE--April 25, 2002 Stein Roe Mutual Funds, a division of Columbia Management Group, today announced the winners of its annual nationwide Young InvestorSM Essay Contest. The contest was open to fifth- through twelfth-grade students. A total of $34,000 in Stein Roe Young Investor Fund shares...
Slimming down: Acquisition sparks big downsizing; Newly named Columbia Management Group cuts funds and staff, including some investment professionals, after Liberty Asset buy.(Brief Article)
- 2002-04-15
BOSTON - FleetBoston Financial is reducing staff by 430 employees in its asset management unit, now called Columbia Management Group. The firm, which acquired Liberty Asset Management last year, also is eliminating 14 mutual funds, liquidating three funds and consolidating 11 others. Charles...
Columbia Management Group Recruits Robert McConnaughey to Head Equity Research
- 2002-04-01
Business Editors NEW YORK--BUSINESS WIRE--April 1, 2002 Former Citigroup Executive to Head Team of 20 Equity Analysts Specializing in Large Cap Research by Industry Sector Robert K. McConnaughey has joined Columbia Management Group, Inc., the asset management arm of FleetBoston Financial (NYSE: FBF), as Managing Director...
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Decision Makers
| Name (plus bio) | Position |
|---|---|
| Christopher L. Wilson | President, Columbia Funds |
| Colin Moore | Chief Investment Officer |
| Randall Royther | Chief Investment Officer, Cash Investments Platform |
| Roger A. Sayler | COO |
| Stephen C. Peacher | Chief Investment Officer & Director of Fixed Income |
| J. Scott Hamilton | Vice President |
| Robert Birnbaum | Managing Director, Marketing |
| Robert McConnaughey | Director, Research |
| Brenda J. Furlong | |
| Fred Berretta |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | President, Columbia Funds | Current |
| Excelsior Funds, Inc | Head of Mutual Funds and Product Management, President | Current |
| Columbia Management Distributors, Inc. | Head of Mutual Funds and Product Management, President | Current |
| Columbia Management | Chief Liaison | Current |
| Columbia Management | Head of Mutual Funds | Current |
| Columbia Management Group | Head of Mutual Funds and Product Management | Current |
| Lesley University | Treasurer of the Board | Current |
| Excelsior Funds, Inc | Board of Directors | Current |
| Columbia Management Distributors, Inc. | Head of Mutual Funds | Former |
| N-Vest Corp | Officer | Former |
| Scudder and Company, Inc. | Former | |
| Scudder Stevens & Clark, Inc. | Former | |
| Lake Forest College | B.A. | Former |
| Organization | Position | Status |
|---|---|---|
| Columbia Management | Chief Investment Officer | Current |
| Columbia Management Distributors, Inc. | Chief Investment Officer | Current |
| Columbia Management Group | Chief Investment Officer | Current |
| Columbia Management | Head of Equity | Current |
| Putnam Investments, LLC | chief investment officer | Former |
| Rockefeller & Co. | Chief Investment Officer | Former |
| Rockefeller & Co. | Director of Research | Former |
| Putnam Investments, LLC | associate director | Former |
| London Business School | Former |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | Chief Investment Officer, Cash Investments Platform | Current |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | COO | Current |
| University of Chicago | MBA degree in finance | Former |
| Dartmouth College | AB degree in economics | Former |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | Chief Investment Officer & Director of Fixed Income | Current |
| Columbia Management Distributors, Inc. | Head | Current |
| Excelsior Funds, Inc | Head | Current |
| Columbia Management | Head of Fixed Income | Current |
| University of Virginia | Bachelor's Degree | Former |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | Vice President | Current |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | Managing Director, Marketing | Current |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | Director, Research | Current |
| Organization | Position | Status |
|---|---|---|
| Columbia Management Group | Current | |
| Bruker BioSciences Corp. | Chair | Current |
| Hartford Investment Management Company | President | Former |
| Hartford Financial Services, Inc. | chief investment officer | Former |
| Hartford Financial Services, Inc. | vice president | Former |
| ITT Sheraton | treasurer | Former |
| American University | M.A. In International Studies | Former |
| Northeastern University | M.B.A. | Former |
| Whittier College | BA degree | Former |
Fred Berretta is the head of global institutional sales. In this role, Mr. Berretta is responsible for global sales, product development and channel management of institutional working capital investment products and services to corporate, institutional and high-net-worth clients. He has led the development of this business line since 1994 while working for a predecessor organization of Banc of America Capital Management (BACAP). Previously, Mr. Berretta served in several capacities, including product management and development, sales and strategic planning and analysis, for predecessor organizations of BACAP. He began his investment career in 1990, and prior to that, he founded and operated an Atlanta-based software company. Mr. Berretta earned his bachelor's degree in business administration with a concentration in financial analysis from Wake Forest University.
| Organization | Position | Status |
|---|---|---|
| Columbia Management Distributors, Inc. | Head of Global Institutional Sales | Current |
| Columbia Management Group | Current | |
| Wake Forest University | Bachelor, Business Administration With A Concentration In Financial Analysis | Former |
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