Melda Mergen, CFA, CAIA

Global Head of Equities

As Global Head of Equities, Melda leads the company's equity investment team capabilities.



  • Also serves as portfolio manager for multiple equity strategies
  • Co-chairs the N.A. Diversity and Inclusion Group and the process for ensuring the integrity of the firm’s investment strategies
  • Previously held the role of deputy global head of equities, where she led the company's U.S.-based equity team capabilities.
  • Led the Investment Consultancy & Oversight (5P) team
  • Was a senior equity quantitative research analyst, developing and implementing quantitative stock selection models, portfolio risk budgeting and analysis, portfolio optimization and performance attribution
  • Named one of the 2020 Global Top 100 Executive Allies by LBGT Great
  • 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


  • University of Massachusetts at Amherst, MBA
  • Bogazici University, B.A., economics