Summary

• Oversees retail, institutional and owned asset portfolios, including the Columbia and Threadneedle families of mutual funds, collective funds, institutional and retail separate accounts, and alternative investments

Credentials

• Served as chief investment officer with Zurich Scudder Investments, Americas, and managing director — Zurich Scudder Investments
• Worked as a portfolio manager and equity research analyst at Scudder, Stevens & Clark, focusing on Latin American countries and securities
• Worked as a credit analyst and banking officer covering Asian banks and corporations at Chemical Bank before joining their LDC Structured Finance Group, concentrating on Chemical's debt/equity swap portfolio in Latin America
• Serves on boards across the Columbia Threadneedle Investments and Ameriprise businesses, as well as the Board of Governors of the Investment Company Institute and the Board of Trustees for Middlebury College

Education

• New York University, Stern School of Business, MBA, finance
• Middlebury College, B.A.