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Columbia Bond Fund Institutional 3 Class (0P0000K7ZL)

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29.400 +0.020    +0.07%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 690.9M
Columbia Bond Fund Class Y 29.400 +0.020 +0.07%

0P0000K7ZL Overview

 
On this page you'll find an in-depth profile of Columbia Bond Fund Institutional 3 Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000K7ZL among other information.
Category

Intermediate-Term Bond

Total Assets

690.9M

Expenses

0.39%

Inception Date

Jul 15, 2009

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States
Phone +1 8003456611

Top Executives

Name Title Since Until
Alex Christensen Portfolio Manager 2021 Now
Biography Alex Christensen is an associate portfolio manager with the Multi-Sector team at Columbia Threadneedle Investments. Previously he was an associate analyst on the Global Rates and Currency team with responsibilities for supporting investment strategies with macro research and idea generation. Prior to joining one of the Columbia Threadneedle Investments firms in 2015, Mr. Christensen was an economics and finance editor at Global Risk Insights, a London-based global publication that provides political risk analysis for investors and corporations, and an equity research analyst at Craig-Hallum Capital Group, covering the consumer discretionary sector. He has been a member of the investment community since 2014. Mr. Christensen holds an MSc in Economics from the London School of Economics and a B.A. in Economics and Political Science from Washington University in St. Louis. In addition, he holds the Chartered Financial Analyst® designation.
Gene R. Tannuzzo Sector Manager 2017 Now
Biography Gene Tannuzzo is a Senior Portfolio Manager and Deputy Global Head of Fixed Income at Columbia Threadneedle Investments. He is involved in the management and oversight of the firm’s fixed income business in North America and EMEA. He joined Columbia Threadneedle Investments in 2003 and moved into the role of portfolio manager in 2007. In this role, he leads the fixed-income asset allocation committee and serves as lead portfolio manager for the Strategic Income and Income Builder strategies. He is also a member of the portfolio management team for Core and Core Plus strategies and institutional portfolios. Prior to this, he was a member of the municipal bond team. Mr. Tannuzzo received a BSB. and MBA from the University of Minnesota, Carlson School of Management. In addition, he holds Chartered Financial Analyst® designation.
Jason J. Callan Head 2016 Now
Biography Jason Callan is Head of Structured Assets, Head of Core and Core Plus and a Senior Portfolio Manager for multi-sector fixed income at Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2007 as a senior quantitative analyst covering Non-Agency RMBS, was promoted to portfolio manager in 2008, and head of structured assets in 2009 . Mr. Callan assumed multi-sector portfolio management responsibilities in 2016 and became lead portfolio manager on Core and Core Plus strategies in 2017. Mr. Callan is also a co-portfolio manager on the Strategic Income portfolio and a member of the Global Fixed Income Asset Allocation Committee. Previously, Mr. Callan worked at GMAC in their Principal Investments unit as a portfolio manager and an analyst. He has been a member of the investment community, specializing in structured assets, since 2003. Mr. Callan received a B.S. in Economics from the University of Minnesota and an MBA from University of Minnesota’s Carlson School of Management
Carl W. Pappo Head 2010 2017
Biography Mr. Pappo is CIO US Fixed Income and a managing director with Allianz Global Investors, which he joined in 2017. As the leader of the US Fixed Income team, his responsibilities include chairing the core strategy team (which sets portfolio risk allocations) and acting as lead portfolio manager for a number of strategies. Mr. Pappo previously worked at Columbia Threadneedle Investments, where he was head of the core fixed-income team; earlier at the firm, he led the credit team and the investment grade research team. Before that, Mr. Pappo worked at Fleet Investment Advisors where he managed taxable fixed-income funds and institutional portfolios. He began his career as a corporate bond trader. Mr. Pappo has a B.S. in accounting from Babson College. He is a CFA charterholder.
Michael W. Zazzarino Senior Portfolio Manager 2005 2016
Biography Mr. Zazzarino is a senior portfolio manager and a director with Allianz Global Investors, which he joined in 2017. As a member of the US Fixed Income team and a structured specialist, his responsibilities include portfolio management, structured research and trading. He was previously a portfolio manager at Columbia Threadneedle Investments; he was also lead strategist of structured products for the core fixed-income team at the firm. Before that, Mr. Zazzarino was a senior portfolio manager at US Trust, and a portfolio manager, analyst and trader at both Brown Brothers Harriman and Eastbridge Capital. He has a B.S. in mechanical engineering from Lafayette College and an M.B.A. in finance from Columbia Business School.
Alexander D. Powers Managing Director 1997 2012
Biography Alexander D. Powers, Managing Director, Co-Head of Core Fixed Income and Head of Liability Driven Investing Alex Powers is a managing director, co-heads the Core Fixed Income Strategy Team and leads the Liability Driven Investing strategies team at Columbia Management. He joined Columbia Management in 2007 and has been a member of the investment community since 1980. Previously, Mr. Powers was managing director and head of fixed-income for U.S. Trust, responsible for fixed-income strategies, as well as all fixed-income trading and research at the firm. In addition, Mr. Powers was a portfolio manager and a member of U.S. Trust’s investment strategy and investment policy committees. Prior to joining U.S. Trust, he was head of taxable fixed-income at Chase Asset Management. Previously, Mr. Powers was a senior portfolio manager at Liberty Capital Management, an institutional fixed-income advisory firm. He began his career at Gabelli Company. Mr. Powers has taught at the New York Institute of Finance, where he offered a course in yield-curve analysis. Mr. Powers received his B.A., cum laude, from Boston College and his MBA from New York University’s Stern Graduate School of Business Administration.
Francis A. Salem Managing Director 2004 2006
Biography Frank A. Salem, CFA Managing Director, Senior Portfolio Manager Frank Salem is managing director and a senior portfolio manager with responsibilities for investment-grade corporates and Agencies and liability-driven investment (LDI) portfolio strategies. Mr. Salem joined Columbia Management in 2007 from U.S. Trust and has been a member of the investment community since 1978. Prior to joining U.S. Trust in 1998, Mr. Salem was a director and senior portfolio manager in the fixed-income group at MacKay Shields. Mr. Salem received a B.S. from Canisius College and an M.B.A. from Columbia University. He is a Chartered Financial Analyst and former director of the National Futures/Options Society and has lectured at the New York Institute of Finance.
Cyril Mathew Theccanat Managing Director 2002 2004
Biography Cyril M. Theccanat is President and Chief Investment Officer of Smith Graham & Company. At Smith Graham, Cyril is directly responsible for the management and oversight of the investment teams that manage nearly $6 billion in global fixed income and equity portfolios for institutional clients. Prior to joining Smith Graham, Cyril was a Managing Director and Senior Fixed Income Portfolio Manager with U.S. Trust Company in New York. He was directly responsible for managing $2.4 billion in the Institutional Fixed Income Division. Prior to U.S. Trust, Cyril was a Vice President at Drexel Burnham Lambert where he was responsible for foreign exchange risk and interest rate risk management. Earlier in his career, Cyril was a senior consultant with Chase Econometrics where he developed a variety of econometric-based models including multivariate regression and time-series models for clients in the financial, technology, utility and consumer goods industries. Cyril is a speaker on investment management topics at national conferences such as the National Association of State Treasurers annual conference and IMN’s Annual Fixed Income Summit. He has also written articles for publications such as Pensions&Investments. Cyril received his MBA in Finance from the Wharton School at the University of Pennsylvania, Master of Engineering in Systems Engineering from Rensselaer Polytechnic Institute, and a Bachelor of Engineering in Electrical Engineering from the State University of New York at Stony Brook. Cyril also serves as a pension board member for the Houston Metropolitan Transit Authority’s (METRO) Retirement Plan.
Henry M. Milkewicz Senior Vice President, Chairman 1986 1997
Biography Milkewicz is a senior vice president and chairman of the fixed-income investments committee with U.S. Trust Company, his employer since 1986. Previously, he spent 17 years as a vice president with Beacon Capital Management.
Kenneth J. McAlley executive Vice President, Manager 1986 1986
Biography McAlley is an executive vice president and manager of the fixed-income division at U.S. Trust Company, his employer since 1980. Previously, he worked with fixed-income securities at Bank of New York, First Boston Corporation, and Blyth Eastman Dillan. McAlley is a member of the Bond Club of New York and the Municipal Bond Club of New York. He is also a past governor of the Municipal Forum of New York. He has taught courses in fixed-income securities at Iona College.
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