Frank Salem is a senior portfolio manager with responsibilities for long government/credit and liability-driven investments portfolio strategies at Columbia Threadneedle Investments. He is also a member of the Core Strategy Team. Mr. Salem joined one of the Columbia Threadneedle Investments legacy firms in 1998 as a senior portfolio manager. Previously, Mr. Salem was a director and senior portfolio manager in the fixed-income group at Mackay Shields. He has been a member of the investment community since 1978. Mr. Salem received a B.S. from Canisius College and an MBA from Columbia University. He is a former director of the National Futures/Options Society and has lectured at the New York Institute of Finance. Mr. Salem holds the Chartered Financial Analyst® designation.
Karl Chang is a portfolio manager at Columbia Threadneedle Investments. In this role he is responsible for providing custom investment solutions for clients and prospects in liability-driven investment (LDI) strategies. Mr. Chang joined one of the Columbia Threadneedle Investments legacy firms in 1998. Previously, Mr. Chang was with Salomon Brothers in the Treasury group. He has been a member of the investment community since 1997. Mr. Chang received a B.A. in economics from The City College of New York and an MBA from the New York University Stern School of Business. In addition, he holds the Chartered Financial Analyst® designation.
Tom Egan is an actuary for Liability-Driven Investment clients of Columbia Management Advisors. In this role, Mr. Egan helps develop asset strategies that match the plan assets with the liabilities of pension plans and other programs. Mr. Egan has been assisting clients of Columbia since 2009. He has over 35 years of consulting experience working with large and complex companies in the U.S. During his career, he has been president and chief operating officer of a regional actuarial consulting firm, senior consultant with several major consulting firms and a senior HR partner at Pricewaterhouse Coopers. He received a B.A in mathematics from Southern Illinois University in Edwardsville, and a M.A. in mathematics from the University of Missouri. He is a Fellow of the Society of Actuaries, and Enrolled Actuary, and holds the Certified Financial Planner designation.
T.J. Brannon is an associate portfolio manager in the Taxable Fixed-Income Group at Columbia Threadneedle Investments; a position he has held since 2008. Mr. Brannon joined one of the Columbia Threadneedle Investments legacy firms in 2007. Previously, Mr. Brannon held numerous fixed-income trading positions at U.S. Trust from 2003 to 2007. Mr. Brannon joined U.S. Trust in 2000, working first in the equity research department before moving to the taxable fixed-income group as a trading assistant from 2002 to 2003. He has been a member of the investment community since 2000. Mr. Brannon received a B.A. in economics from Vassar College.
For more information on our LDI capabilities, please contact the LDI teamEmail