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Columbia Management is an asset management firm whose strength is the ability to leverage multiple perspectives, different investment styles and the rich experience of our professionals. Our relationships are defined by straight talk, listening and transparency, and driven by one goal: to uncover and consistently deliver new opportunities for our clients. Columbia Management has a lot of expertise to leverage. Balancing independence with a risk-managed approach, we offer:
- Insight based on intensive research
- Disciplined investment processes
- Accountability, which drives our performance
Company Announcements:
Columbia Management Appoints
New Intermediary Channel I/O Leadership
Investment Information:
Columbia Management Strategic Retirement Solutions Columbia Management Group, LLC (“Columbia Management”) is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors. Columbia Funds are distributed by Columbia Management Distributors, Inc., member FINRA and SIPC. Columbia Management Distributors, Inc. is part of Columbia Management and an affiliate of Bank of America Corporation. |
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FOR FINANCIAL PROFESSIONAL USE ONLY |
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Defined Contribution
Investment-Only Sales Force
877.894.3592
Managing Director
Investment-Only Division
Mark Dence
508.641.4774
mark.dence@columbiamanagement.com
Sales Desk Manager
Joseph Buonadonna
617.772.3453
joseph.buonadonna@columbiamanagement.com
Investment-Only
National Account Managers
Director
Jerry DuKatz
617.772.3845
jerry.dukatz@columbiamanagement.com
Sarah Ferguson
617.772.3360
sarah.ferguson@columbiamanagement.com
Stephen Karnolt
617.772.3768
stephen.karnolt@columbiamanagement.com
Gary Rawdon
617.772.3410
gary.rawdon@columbiamanagement.com
Andrew Wright
617.772.3997
andrew.m.wright@columbiamanagement.com
Central Regional Wholesaler
Timothy Gannon
312.805.1695
timothy.gannon@columbiamanagement.com
Adam Mattson, ext. 5450
adam.mattson@columbiamanagement.com
Mid-Atlantic Regional Wholesaler
Kevin Murphy
201.401.6491
kevin.m.murphy@columbiamanagement.com
Su Kim, ext. 5490
su.kim@columbiamanagement.com
Northeast Regional Wholesaler
TBD
Diane Rzepecki, ext. 5451
diane.h.rzepecki@columbiamanagement.com
Southeast Regional Wholesaler
Eben Wheeler
704.292.5437
eben.wheeler@columbiamanagement.com
Robert Beal, ext. 5491
robert.beal@columbiamanagement.com
West Regional Wholesaler
TBD
Alex LaPointe,
ext. 5479
alexander.s.lapointe@columbiamanagement.com
Territory Map
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