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Columbus Circle Investors

One Station Place, Metro Center
Stamford, Connecticut 06902
United States
 
Contact :      Tracy Settembrini
Phone :       203-353-6000
Fax :             203-251-8773
Email :         tas@columbus.com
Web :           http://www.columbuscircle.com

Columbus Circle Investors Information

Type of organization : General Partnership
Total Assets Managed ($Mil) : $3,984
Tax-Exempt Managed ($Mil) : $2,752
Taxable Assets Managed ($Mil) : $1,232
Year Founded : 1975
Wrap Programs Offered? : No
# of Accounts Managed : 51
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Columbus Circle Investors History

Columbus Circle Investors was established in 1975 as the in-house manager for Gulf + Western Industries (now a part of Viacom, Inc.). In 1985, the business was acquired by Thomson McKinnon Asset Management and, in October 1990, the management of Columbus Circle Investors led a buy-out and formed Thompson Advisory Group L.P. In November 1994, the Partnership consolidated its business with the investment advisory businesses of Pacific Financial Asset Management Corporation, which later became known as PIMCO Advisors L.P. In July 1999, PIMCO Equity Advisors L.P. retired as a partner and Columbus Circle Investors became independently owned by the management of the company. In January 2005, Principal Global Investors, a unit of The Principal Financial Group (Nasdaq: PFG), acquired a 70.35% ownership interest in Columbus Circle Investors. Effective September 30, 2014, Principal Global Investors purchased an additional 24.65% ownership interest in CCI. As of April 2015, Principal Global Investors had acquired 97.5% of Columbus Circle Investors and acquired the remaining 2.5% in April 2016. Currently, CCI is 100% owned by Principal Global Investors. CCI continues to maintain full investment autonomy with no changes to its process, philosophy or team.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
2
$7
 
Limited Partnership :
 
Foundations :
10
$86
ERISA :
22
$2165
Unions, Taft-Hartley :
2
$142
Public :
5
$174
Others :
10
$1410
Total # of Professional : 35 Analysts : 11
Portfolio Managers : 5 Traders : 2
Client Service : 3 Operation : 3

Columbus Circle Investors Personnel

Mr.  Anthony Rizza

Portfolio Manager
Tel : 203-353-6000
Email: a@columbus.com
Mr. Rizza joined Columbus Circle Investors in June, 1991. Mr. Rizza previously worked with Connecticut National Bank as a Research Officer. He received his B.S. degree in Business from the University of Connecticut. Mr. Rizza has earned the right to use the Chartered Financial Analyst designation and he is a member of the Hartford Society of Security Analysts.

Ms.  Deborah Grennan

Researcher/Analyst
Tel : 203-353-6000
Email: d@columbus.com
Vice President/Senior Securities Analyst. Ms. Grennan joined Columbus Circle Investors in January, 1991. Prior to becoming Vice President and Senior Securities Analyst, she held the position of Securities Analyst. Ms. Grennan holds a B.A. in Psychology from Fairfield University with relevant course work in Business.

Mr.  Clifford Fox, CFA

Portfolio Manager
Tel : 203-353-6000
Email: c@columbus.com
Mr. Fox joined Columbus Circle Investors in October, 1992. Prior to this, he was Vice President of Equity Investments at General Reinsurance Corporation. He received his M.B.A. from the Stern School of Business, New York University and his B.S. from the Wharton School, University of Pennsylvania. Mr. Fox has earned the right to use the Chartered Financial Analyst designation and he is a member of the New York Society of Security Analysts.

Ms.  Alisa Torres

Researcher/Analyst
Tel : 203-353-6000
Email: a@columbus.com
Ms. Torres joined Columbus Circle Investors in July, 1997. Prior to becoming Senior Securities Analyst, she held the positions of Securities Analyst and of Research Associate. Prior to this, she was a Quality and Business Development Coordinator with GE Capital Commercial Real Estate. Ms. Torres also worked with GE Capital as a Financial Management Program Coordinator. Ms. Torres received her B.S. in Business from Sacred Heart University.

Mr.  Michael Iacono

Portfolio Manager
Tel : 203-353-6000
Email: m@columbus.com
Mr. Iacono joined Columbus Circle Investors in February, 1997 and rejoined in March, 2000 after a 10 month absence. Prior to becoming Portfolio Manager, he held the position of Co-Portfolio Manager since January, 2004. Mr. Iacono previously held the positions of Research Associate, Securities Analyst, and Senior Securities Analyst. During his absence, he held the position of Portfolio Manager at Bedford Oak Advisors, an investment partnership. Mr. Iacono also previously worked at Arthur Andersen, L.L.P. as a Senior Audit and Business Advisor. Mr. Iacono received his B.S. from Boston College. Mr. Iacono is a Certified Public Accountant and has earned the right to use the Chartered Financial Analyst designation. He is a member of the New York Society of Security Analysts.

Ms.  Dianne Nicolosi

Researcher/Analyst
Tel : 203-353-0000
Email: d@columbus.com
Ms. Nicolosi joined Columbus Circle Investors in March, 1993. Prior to this, she had worked as a Equity Research Assistant for Morgan Stanley Inc. Ms. Nicolosi received her M.B.A. from Manhattan College and B.B.A. from Iona College.

Ms.  Carolyn Consigli

Securities Trader
Tel : 203-353-6000
Email: c@columbus.com
Ms. Consigli joined Columbus Circle Investors in July, 1995. Prior to becoming Equity Trader, she held the position of Junior Trader. Prior to this, she was a Research Assistant at Gordon, Haskett and Company. Ms. Consigli received her B.S. from the University of Connecticut.

Mr.  Robert Jackson

Researcher/Analyst
Tel : 203-353-6000
Email: r@columbus.com
Mr. Jackson joined Columbus Circle Investors in October, 2000. Prior to becoming Vice President, he held the position of Manager, Portfolio Analytics, Risk Officer. Before joining CCI, Mr. Jackson was a Senior Financial Analyst with General Electric Investment Corporation. Mr. Jackson received his B.A. in Economics and Finance from the University of Hartford. Mr. Jackson has earned the right to use the Chartered Financial Analyst designation and he is a member of the New York Society of Security Analysts.

Ms.  Elisa Trelewicz

Researcher/Analyst
Tel : 203-353-6000
Email: e@columbus.com
Ms. Trelewicz joined Columbus Circle Investors in February, 2001. Prior to becoming Vice President/Senior Securities Analyst, she held the positions of Securities Analyst and Research Associate. Prior to this, she worked for Ferguson Mechanical Company, Inc. Ms. Trelewicz received her B.A. in Liberal Arts from The University of Connecticut, Storrs, Connecticut.

Mr.  Richard Pace

Client Contact
Tel : 203-353-6072
Email: r@columbus.com
Mr. Pace joined Columbus Circle Investors in March, 2002. Prior to becoming Senior Vice President Alternatives Strategies he held the position of Vice President Alternative Strategies. Before joining CCI, Mr. Pace was a Senior Vice President of Sales for Eastern Computer Exchange, Inc. Prior to this, he worked for Stratocom Corporation as an Account Representative. Mr. Pace received his B.S. in Finance from Providence College.

Mr.  Thomas Bisighini

Portfolio Manager
Tel : 203-353-6000
Email: t@columbus.com
Mr. Bisighini joined Columbus Circle Investors in May, 2004. Prior to becoming Senior Managing Director/Portfolio Manager, he held the positions of Managing Director/Co-Portfolio Manager, Senior Vice President/Co-Portfolio Manager and Senior Vice President/Senior Securities Analyst. Mr. Bisighini previously worked with DnB Asset Management (formerly Skandia Asset Management) as a Portfolio Manager. Mr. Bisighini also worked as a Portfolio Manager at Prudential Investments. He received his M.B.A. in Finance from Fordham University and his B.S. from Bentley College. Mr. Bisighini has earned the right to use the Chartered Financial Analyst designation and he is a member of the New York Society of Security Analysts.

Ms.  Alexandra DalPan

Researcher/Analyst
Tel : 203-353-6000
Email: a@columbus.com
Ms. DalPan joined Columbus Circle Investors in December, 2004. Ms. DalPan previously worked with Alliance Capital Management as a Vice President in the Equity Research Department. Ms. DalPan also worked as a Vice President and Senior Analyst at Robertson Stephens. She received her M.B.A. from Columbia University and her A.B. from Smith College. Ms. DalPan has earned the right to use the Chartered Financial Analyst designation and she is a member of the New York Society of Security Analysts.

Mr.  Marc Shapiro

Researcher/Analyst
Tel : 203-353-6000
Email: m@columbus.com
Mr. Shapiro joined Columbus Circle Investors in September, 2004. Prior to becoming Senior Securities Analyst, he held the position of Securities Analyst and Research Associate. Prior to this, he was a Client Services Representative for McGinn, Smith & Company, Inc. He received his B.A. in Finance and Marketing from Emory University.

Mr.  Christopher Corbett, CFA

Portfolio Manager
Tel : 203-353-6000
Email: c@columbus.com
Mr. Corbett joined Columbus Circle Investors in May, 2006. Prior to becoming Senior Vice President/Co-Portfolio Manager he held the position of Senior Securities Analyst. Prior to this, he was an Associate Analyst for Banc of America. Mr. Corbett also worked as an Associate Analyst with UBS and as an Investment Analyst for Driehaus Capital Management. Mr. Corbett received his M.B.A. in Finance and Management and B.B.A. in Accounting from the University of Notre Dame. Mr. Corbett has earned the right to use the Chartered Financial Analyst designation and he is a member of the New York Society of Security Analysts.

Ms.  Tracy Settembrini

Marketing Associate
Tel : 203-353-5673
Email: tas@columbus.com
Assistant Vice President Client Services. Ms. Settembrini joined Columbus Circle Investors in September, 2002. Prior to becoming Assistant Vice President Client Services she held the positions of Marketing Associate and Marketing Assistant. Ms. Settembrini received her M.B.A. from the University of Connecticut and her B.S. in Business and Finance from Sacred Heart University.

Mr.  David Dean

Researcher/Analyst
Tel : 203-353-6000
Email: d@columbus.com
Mr. Dean joined Columbus Circle Investors in March, 2007.  Mr. Dean previously worked with Williamson McAree Investment Partners as a Partner and Director of Research.  He also worked as a Senior Analyst at SAC Capital Management and as an Associate for Bessemer Partners & Co.  Mr. Dean received his B.S. in Finance and Accounting from the University of Virginia. 

Mr.  Daniel Dodge

Securities Trader
Tel : 2033536000
Email: d@columbus.com
Mr. Dodge joined Columbus Circle Investors in July, 2007. Prior to becoming Managing Director, Head Trader, he held the position of Senior Vice President, Head Trader. Prior to this, he was a Vice President, Senior Equity Trader at Wellington Management Company, LLP. Mr. Dodge also worked at T.Rowe Price Associates, Inc. as an Assistant Equity Trader. Prior to this, he worked for Hartford Investment Management Company as a High Yield Trading Assistant. Mr. Dodge received his B.S. in Accounting from Nichols College.

Mr.  Peter Hermann

Researcher/Analyst
Tel : 203-353-6000
Email: p@columbus.com
Mr. Hermann joined Columbus Circle Investors in August, 2009. Prior to joining CCI, he held the position of Managing Director at both Angelo Gordon Asset Management and at FGP Asset Management. Mr. Hermann also worked at Morgan Stanley Asset Management as a Vice President. Mr. Hermann received his M.B.A. in Finance from Carnegie–Mellon University and a Juris Doctorate from the University of Pittsburgh School of Law, and his B.A. from Tufts University.

Ms.  Caileigh Dougherty

Researcher/Analyst
Tel : 203-353-6000
Email: cd@columbus.com

Mrs.  Sandra Rivera

Marketing Associate
Tel : 2033536000
Email: sr@columbus.com
Mrs. Rivera joined Columbus Circle Investors in February, 1990. Prior to becoming Assistant Vice President Client Services she held the positions of Senior Marketing Associate, Publishing Manager and Administrative Assistant for CCI’s Equity Research. Before joining CCI, Mrs. Rivera was an Administrative Assistant to the Director of the NYC Mayor’s Office of Operations. Mrs. Rivera studied at Hunter College.

Mrs.  Rebecca Gaudet

Marketing Associate
Tel : 2033536000
Email: rg@columbus.com
Ms. Gaudet joined Columbus Circle Investors in March, 2008.  Prior to becoming a Senior Marketing Associate she held the position of Marketing Associate. Before joining CCI, Ms. Gaudet was an Associate Consultant for Evaluation Associates.   Ms. Gaudet received her B.S. in Economics from Clark University. 

Columbus Circle Investors Product Name

Large Cap:Privately Managed Accounts
Small Cap:Privately Managed Accounts
Mid Cap:Privately Managed Accounts
SMID Equity Growth:Privately Managed Accounts
Report Created: November,16 2019.  Copyright Money Manager Review , All rights Reserved.
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