Melda Mergen, CFA, CAIA

Corporate LeadershipManaging Director, Head of Equities

As head of equities for Columbia Threadneedle Investments, Melda leads the company’s U.S.-based equity investment team capabilities.

Summary

  • Oversees a diverse lineup of actively managed U.S. equity portfolios, leading a team of 89 investment professionals managing over $100 billion in assets

Credentials

  • Led the investment oversight team and the process for ensuring the integrity of the firm’s investment strategies from 2004 to 2014
  • Was a senior equity quantitative research analyst, developing and implementing quantitative stock selection models, portfolio risk budgeting and analysis, portfolio optimization and performance attribution
  • Holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations
  • Member of Boston Security Analysts Society
  • Member of the investment community since 1999

Education

  • University of Massachusetts at Amherst, MBA
  • Bogazici University, B.A.
hero-img
Melda Mergen, CFA, CAIA
Managing Director, Head of Equities