David Allen Weiss
Portefeuillebeheerder-Aandelen bij Columbia Management Investment Advisers LLC
Profiel
Mr. David A.
Weiss, CFA, is Vice President & Head of Sub-Advisory Management at Columbia Management Investment Advisers LLC.
In this role, he leads the team responsible for the selection and oversight of a multi-manager platform employing over three dozen external investment managers.
He joined Columbia Threadneedle in 2015 bringing 16 years of investment management experience.
Previously worked at Lincoln Financial Group where he was a portfolio manager and CIO of Lincoln Investment Advisors Corp (LIAC).
In his prior role, he was responsible for manager research, portfolio management, and overall investment strategy for Lincoln’s proprietary fund family, which included co-managing Lincoln’s suite of risk-managed funds.
Mr. Weiss received a B.S.
in Management from Plymouth State College and his MBA from Boston University Graduate School of Management.
In addition, he holds the Chartered Financial Analyst designation.
Actieve functies van David Allen Weiss
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Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Portefeuillebeheerder-Aandelen | 01-08-2015 |
Eerdere bekende functies van David Allen Weiss
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Lincoln Financial Investments Corp.
Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies. | Chief Investment Officer | 31-07-2015 |
Opleiding van David Allen Weiss
Plymouth State University | Undergraduate Degree |
Boston University | Masters Business Admin |
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Bedrijven in privébezit | 2 |
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Lincoln Financial Investments Corp.
Lincoln Financial Investments Corp. Investment ManagersFinance Lincoln Financial Investments Corp. (LFI) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was formerly known as Lincoln Investment Advisors Corp. They are a wholly owned subsidiary of The Lincoln National Life Insurance Co., itself a wholly owned subsidiary of Lincoln National Corp. (NYSE: LNC), a publicly held insurance holding company. LFI provides investment advisory services to mutual funds, which are included in insurance products such as variable annuities offered by affiliated and non-affiliated life insurance companies and retirement plans. The firm also advises private funds and separate accounts, which are offered by affiliated life insurance companies. | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Finance |