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    Home»Mutual Funds»Réseau de Paul C. Rocheleau, Analyse des 85 relations
    Mutual Funds

    Réseau de Paul C. Rocheleau, Analyse des 85 relations

    June 24, 2025



    Columbia Management Investment Advisers LLC

    Logo Columbia Management Investment Advisers LLC

    Columbia Management Investment Advisers LLC

    Investment ManagersFinance

    Columbia Management Investment Advisers LLC (CMIA) is a SEC-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 due to 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.

    Investment Managers


    Jean Marie Bradley


    Richard E. Dahlberg


    Paul Joseph Berlinguet


    Guy W. Pope


    Christian K. Stadlinger


    Scott L. Davis


    Brian M. McGreevy


    Harlan Richard Sonderling


    Mary K. Werler


    Craig Leopold


    Wayne M. Collette


    Emil A. Gjester


    Mary-Ann Ward


    Colin Moore


    Gregg R. Smalley


    Albert S. Copersino


    Russell T. Bloomfield


    Laura A. Ostrander


    Kimberly A. Campbell


    Vikram John Kuriyan


    Brian Matthew Condon


    Ronald Brian Stahl


    Weili Huang


    Mari Goldenberg Shor


    Yan Jin


    Carl W. Pappo


    Anwiti Bahuguna


    Chad Farrington


    Cheryl D’Hollander


    Tom West


    Bryan R. Knepper


    Compliance Officer


    Head-Equity Investments


    Head-Equity Investments


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Director/Board Member


    Analyst-Equity


    Portfolio Manager-Fixed Income


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Chief Investment Officer


    Analyst-Equity


    Analyst-Fixed Income


    Analyst-Equity


    Portfolio Manager-Fixed Income


    Portfolio Manager-Fixed Income


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Fixed Income


    Portfolio Manager-Equities


    Analyst-Equity


    Portfolio Manager-Equities


    Head-Fixed Income Invts


    Portfolio Manager-Equities


    Portfolio Manager-Fixed Income


    Portfolio Manager-Equities


    Head-Equity Investments


    Analyst-Equity

    University of Massachusetts

    College/University


    Barry Richard Allen


    Brian M. McGreevy


    Mark Anthony Marinella


    George J. Godfrey


    Brian Waldner


    Undergraduate Degree


    Undergraduate Degree


    Undergraduate Degree


    Undergraduate Degree


    Undergraduate Degree

    University of Pennsylvania

    College/University


    Richard E. Dahlberg


    Mitchell Brivic


    Ken Korngiebel


    Russell T. Bloomfield


    Mari Goldenberg Shor


    Masters Business Admin


    Masters Business Admin


    Masters Business Admin


    Undergraduate Degree


    Undergraduate Degree


    Northwestern University

    Logo Northwestern University

    Other Consumer ServicesConsumer Services

    Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

    College/University


    Dave Jellison


    Guy W. Pope


    Christian K. Stadlinger


    Mike Kennedy


    Ron Coleman


    Masters Business Admin


    Masters Business Admin


    Doctorate Degree


    Graduate Degree


    Masters Business Admin


    Putnam Investment Management LLC

    Logo Putnam Investment Management LLC

    Putnam Investment Management LLC

    Investment ManagersFinance

    Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

    Investment Managers


    Jamie Jihong Chui


    Colin Moore


    George J. Godfrey


    Charlie McCarthy


    Corporate Officer/Principal


    Chief Investment Officer


    Analyst-Equity


    Corporate Officer/Principal


    Bank of America, NA (Private Banking)

    Logo Bank of America, NA (Private Banking)

    Bank of America, NA (Private Banking)

    Investment ManagersFinance

    Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

    Investment Managers


    Richard E. Dahlberg


    Scott L. Davis


    Nischal Pai


    Weili Huang


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Northeastern University

    Logo Northeastern University

    Other Consumer ServicesConsumer Services

    Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

    College/University


    Richard E. Dahlberg


    Sean P. Wilson


    Brenda J. Furlong


    Anwiti Bahuguna


    Undergraduate Degree


    Undergraduate Degree


    Masters Business Admin


    Doctorate Degree

    The University of Chicago

    College/University


    Robert A. Mohn


    Jeffrey R. Kovanda


    David Peter Brady


    Masters Business Admin


    Masters Business Admin


    Masters Business Admin

    University of California, Los Angeles

    College/University


    Richard Johnson


    Rob Marvin


    Michael Coyne


    Masters Business Admin


    Masters Business Admin


    Masters Business Admin


    TRI-CONTINENTAL CORPORATION
    Investment Trusts/Mutual Funds


    Colin Moore


    Brian Matthew Condon


    J. Kevin Connaughton


    Corporate Officer/Principal


    Corporate Officer/Principal


    Chief Executive Officer

    Boston College

    College/University


    Mark Anthony Marinella


    Yan Jin


    Tom West


    Masters Business Admin


    Doctorate Degree


    Graduate Degree


    Harvard University

    Logo Harvard University

    Other Consumer ServicesConsumer Services

    Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

    College/University


    Brian M. McGreevy


    Brian Paul Smoluch


    Vikram John Kuriyan


    Graduate Degree


    Masters Business Admin


    Doctorate Degree


    Voya Investment Management Co. LLC

    Logo Voya Investment Management Co. LLC

    Voya Investment Management Co. LLC

    Investment ManagersFinance

    Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM manages assets for institutions, financial intermediaries and individual investors. The firm serves as adviser or sub-adviser to many investment vehicles.

    Investment Managers


    Richard Johnson


    Mitchell Brivic


    Michael Coyne


    Portfolio Manager-Equities


    Portfolio Manager-Equities


    Portfolio Manager-Equities

    Massachusetts Institute of Technology

    College/University


    Glenn Thomas Migliozzi


    Vikram John Kuriyan


    Greg Shell


    Graduate Degree


    Undergraduate Degree


    Undergraduate Degree


    Macquarie Investment Management Business Trust

    Logo Macquarie Investment Management Business Trust

    Macquarie Investment Management Business Trust

    Investment ManagersFinance

    Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

    Investment Managers


    Laura A. Ostrander


    Trevor M. Blum


    Portfolio Manager-Fixed Income


    Sales & Marketing

    Illinois State University

    College/University


    David Peter Brady


    Ron Coleman


    Corporate Officer/Principal


    Undergraduate Degree


    SSgA Funds Management, Inc.

    Logo SSgA Funds Management, Inc.

    SSgA Funds Management, Inc.

    Investment ManagersFinance

    SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

    Investment Managers


    Barry Richard Allen


    Mark Anthony Marinella


    Analyst-Equity


    Head-Fixed Income Invts


    Granite Investment Advisors LLC

    Logo Granite Investment Advisors LLC

    Granite Investment Advisors LLC

    Investment ManagersFinance

    Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions.

    Investment Managers


    Barry Richard Allen


    Scott Schermerhorn


    Analyst-Equity


    Chief Executive Officer

    Columbia Business School

    College/University


    Barry Richard Allen


    Wayne M. Collette


    Masters Business Admin


    Masters Business Admin


    BlackRock Financial Management, Inc.

    Logo BlackRock Financial Management, Inc.

    BlackRock Financial Management, Inc.

    Investment ManagersFinance

    BlackRock Financial Management, Inc. (BFM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1994 and is a direct subsidiary of BlackRock Holdco 2, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFM manages assets for institutional and high net-worth clients, separate accounts, pooled investment vehicles, private investment funds and US registered investment companies.

    Investment Managers


    Jim Keenan


    Charlie McCarthy


    Chief Investment Officer


    Portfolio Manager-Fixed Income

    Babson College

    College/University


    Carl W. Pappo


    Charlie McCarthy


    Undergraduate Degree


    Undergraduate Degree


    Russell Investment Management LLC

    Logo Russell Investment Management LLC

    Russell Investment Management LLC

    Investment ManagersFinance

    Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries.

    Investment Managers


    Kelly Kevin Mainelli


    Trevor M. Blum


    Investment Committee Member


    Corporate Officer/Principal


    Grantham, Mayo, Van Otterloo & Co. LLC

    Logo Grantham, Mayo, Van Otterloo & Co. LLC

    Grantham, Mayo, Van Otterloo & Co. LLC

    Investment ManagersFinance

    Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

    Investment Managers


    Sean P. Wilson


    Greg Shell


    Corporate Officer/Principal


    Analyst-Equity


    LIBERTY ALL-STAR EQUITY FUND
    Investment Trusts/Mutual Funds


    David A. Rozenson


    J. Kevin Connaughton


    Corporate Secretary


    Treasurer

    Portland State University

    College/University


    Ronald Brian Stahl


    Eric Ward Hamilton


    Masters Business Admin


    Undergraduate Degree


    COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND
    Investment Trusts/Mutual Funds


    Colin Moore


    J. Kevin Connaughton


    Corporate Officer/Principal


    President


    Deloitte & Touche LLP

    Logo Deloitte & Touche LLP

    Miscellaneous Commercial ServicesCommercial Services

    Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

    Miscellaneous Commercial Services


    Rob Marvin


    Weili Huang


    Corporate Officer/Principal


    Corporate Officer/Principal


    Hood River Capital Management LLC

    Logo Hood River Capital Management LLC

    Hood River Capital Management LLC

    Investment ManagersFinance

    Hood River Capital Management LLC (Hood River) is a SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded by David Swank, Brian Smoluch and Rob Marvin in 2013. They are a subsidiary of BPS Management, Inc. Hood River provides investment advisory services that are limited to the strategies listed to a variety of separately managed client accounts generally on a discretionary basis.

    Investment Managers


    Rob Marvin


    Brian Paul Smoluch


    Founder


    Founder

    University of Virginia

    College/University


    Brian Paul Smoluch


    Albert S. Copersino


    Undergraduate Degree


    Undergraduate Degree


    STATE STREET CORPORATION
    Investment Banks/Brokers


    Glenn Thomas Migliozzi


    Brian Waldner


    Corporate Officer/Principal


    Analyst-Equity


    DWS Investment Management Americas, Inc.

    Logo DWS Investment Management Americas, Inc.

    DWS Investment Management Americas, Inc.

    Investment ManagersFinance

    DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs.

    Investment Managers


    Nischal Pai


    Chad Farrington


    Corporate Officer/Principal


    Portfolio Manager-Fixed Income


    Smith College

    Logo Smith College

    Other Consumer ServicesConsumer Services

    Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

    College/University


    Jamie Jihong Chui


    Kimberly A. Campbell


    Undergraduate Degree


    Undergraduate Degree

    Indiana University

    College/University


    Steve Lilly


    Stephen T. Weber


    Undergraduate Degree


    Undergraduate Degree

    The University of Chicago Booth School of Business

    College/University


    Steve Lilly


    Bill Callanan


    Masters Business Admin


    Masters Business Admin


    LINCOLN NATIONAL CORPORATION
    Multi-Line Insurance


    Albert S. Copersino


    Yan Jin


    Investor Relations Contact


    Corporate Officer/Principal


    Mesirow Financial Investment Management, Inc.

    Logo Mesirow Financial Investment Management, Inc.

    Mesirow Financial Investment Management, Inc.

    Investment ManagersFinance

    Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

    Investment Managers


    Todd J. Mick


    Ryan D. Johnson


    Portfolio Manager-Fixed Income


    Analyst-Fixed Income


    Northern Trust Investments, Inc.(Investment Management)

    Logo Northern Trust Investments, Inc.(Investment Management)

    Northern Trust Investments, Inc.(Investment Management)

    Investment ManagersFinance

    Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients.

    Investment Managers


    Todd J. Mick


    Anwiti Bahuguna


    Corporate Officer/Principal


    Head-Equity Investments



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