Profil
Mr. Richard Taft is a Senior Portfolio Manager at Columbia Management Investment Advisers LLC.
He joined one of the Columbia Threadneedle Investments firms in 2011, serving as a senior fundamental equity analyst, and has been a member of the investment community since 1997.
Previously, Mr. Taft was a Portfolio Manager at Pioneer Path (Citadel).
Before that, he was a Managing Director and Associate Portfolio Manager at Swiss RE.
He also worked at Pequot Capital and Glenview Capital.
He began his career at Price Waterhouse, LLP where he was a senior accountant.
He received a B.A. and an MBA from the State University of New York at Buffalo.
Aktive Positionen von Rick Taft
| Unternehmen | Position | Beginn |
|---|---|---|
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Portfolio Manager-Aktien | 01.01.2011 |
Ausbildung von Rick Taft
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Beziehungen ersten Grades
Unternehmen ersten Grades
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| Private Unternehmen | 2 |
|---|---|
State University of New York at Buffalo
State University of New York at Buffalo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
















