Melda Mergen, CFA, CAIA

Corporate LeadershipDeputy Global Head of Equities

As Deputy Global Head of Equities, Melda leads the company’s U.S.-based equity investment team capabilities.

Summary

  • Also serves as portfolio manager for multiple equity strategies
  • Previously led the investment oversight team and the process for ensuring the integrity of the firm’s investment strategies
  • 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 and CFA Institute
  • Joined one of the Columbia Threadneedle Investments legacy firms in 1999 and has been a member of the investment community since then

Education

  • University of Massachusetts at Amherst, MBA
  • Bogazici University, B.A., economics
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Melda Mergen, CFA, CAIA
Deputy Global Head of Equities