Profiel
Dr. Christopher Lo is a Senior Portfolio Manager for structured equity strategies at Columbia Management Investment Advisers LLC.
He is responsible for domestic tax efficient structured equity (TESE) portfolios.
Dr. Lo joined one of the Columbia Threadneedle Investments legacy firms in 1998 and has been a portfolio manager since 2003.
He Has over 21 years of industry experience.
Prior to the firm, Dr. Lo was a Senior Consultant at KPMG Peat Marwick, LLP and an analyst at Deloitte and Touche, LLP.
He earned a B.S.
and an M.E.
from Rensselaer Polytechnic Institute, an M.B.A. from New York University/Stern School of Business and completed his doctorate degree at Pace University/Lubin School of Business in 2015, with a concentration in finance and international economics.
In addition, he holds the Chartered Financial Analyst designation and is an active member of the New York Society of Security Analyst.
Actieve functies van Christopher Lo
| Bedrijven | Functie | Begin |
|---|---|---|
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Portefeuillebeheerder-Aandelen | 01-05-2010 |
Opleiding van Christopher Lo
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rensselaer Polytechnic Institute
Rensselaer Polytechnic Institute Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
The Leonard N Stern School of Business
The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















