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Columbia Partners, LLC Investement Management

1775 Pennsylvania Avenue, Suite 1000
Washington, District of Columbia 20006
United States
 
Contact :      Ms. Jenny Vuong
Phone :       202-296-3131
Fax :             202-296-2535
Email :         jvuong@columbiapartner.com
Web :           http://

Columbia Partners, LLC Investement Management Information

Type of organization :
Total Assets Managed ($Mil) : $1,754
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1995
Wrap Programs Offered? : No
# of Accounts Managed : 272
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Columbia Partners, LLC Investement Management History

Columbia Partners is an independent, employee-owned limited liability company. Our ownership is broadly distributed among 18 of the 28 employees to ensure that they will be with the firm for the long term. The firm is currently 50% owned by the employees and 50% owned by Galway Capital Management, L.L.C., a Washington based venture capital company. Columbia Partners is not involved in any arrangements with Galway Capital Management, L.L.C. that are material to Columbia Partners’ advisory business. Two key executives from successful Washington, D.C., bank-owned investment management firms, Terence Collins and Robert von Pentz formed Columbia Partners on October 1, 1995, as an SEC registered independent and employee owned firm. The president of the firm is Terence W. Collins who was the president of ASB Capital Management. Robert von Pentz, who was the Chairman and Chief Investment Officer at Riggs Investment Management Company (RIMCO) from 1989 until October 1995, is the Chief Investment Officer. These two executives combined their talents to create an investment management company that now employs 12 investment professionals having an average of 16 years’ investment experience, and employs a total of 28 employees. The Company has established a reputation of providing quality investment management services.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Columbia Partners, LLC Investement Management Personnel

Mr.  CHARLES O'NEILL

Client Contact
Tel : 202-296-3131
Email: toneill@columbiapartner.com
Tom is a principal of Columbia Partners with responsibility for client development and services. Prior to joining Columbia Partners, Tom was managing director of Riggs Investment Management Corp. (RIMCO). He was responsible for the strategic growth of the firm. He started his career at Riggs National Bank over twenty years ago and has served in key positions of institutional services, including lending, cash management, as well as customized investment services. Tom did his undergraduate work in business and finance at the University of Maryland and graduate work at American University.

Ms.  Jenny Vuong

Data Preparer
Tel : 202-496-5618
Email: jvuong@columbiaptrs.com
N/A

Mr.  Robert von Pentz

Portfolio Manager
Tel : 202-296-3131
Email: rvonpentz@columbiatprs.com
Bob is the chief investment officer of Columbia Partners with responsibility for all investment activities. Prior to joining Columbia Partners, Bob served as chairman of the board and chief investment officer of Riggs Investment Management Corporation (RIMCO). Bob has also held the positions of vice president and director of equity research for ASB Capital Management, Washington, DC and as vice president and director of research for the Maryland National Bank. He started his investment career as an equity analyst for the First American Bank in Washington. Bob has spent most of his career designing and implementing quantitative equity investment techniques. Bob earned a BA in Economics and a MBA in Finance from the University of New Mexico.

Mr.  Rhys Williams

Portfolio Manager
Tel : 202-296-3131
Email: rwilliams@columbiaptrs.com
Rhys is a principal with the responsibility of equity research and portfolio management. Rhys is a senior portfolio manager of Columbia Partners with responsibility for equity research and portfolio management. He also oversees the firm’s hedge fund endeavor. Rhys served as a Senior Vice President at Prudential Securities prior to joining Columbia Partners where, among his responsibilities, he successfully managed small and mid-capitalization stock portfolios. Before joining Prudential, Rhys worked as a journalist in the Moscow office of the “London Sunday Times”. Rhys earned a BA from Duke University (magna cum laude) and an MA in International Economics from Johns Hopkins University. He holds a CFA designation from the Institute of Chartered Financial Analysts.

Mr.  Gary Dickinson

Portfolio Manager
Tel : 202-296-3131
Email: gdickinson@columbiaptrs.com
Gary is a senior portfolio manager of Columbia Partners with responsibility for fixed income research and portfolio management. Prior to joining Columbia Partners, Gary served as an equity analyst for the Riggs Investment Management Corporation (RIMCO). Gary started his career with The Boston Company, Inc., where his responsibilities included securities analysis and portfolio management. Gary earned his BS in Business Administration (summa cum laude) from Georgetown University. He holds a CFA designation from the Institute of Chartered Financial Analysts.

Mr.  Dan Goldstein

Researcher/Analyst
Tel : 202-296-3131
Email: dgoldstein@columbiaptrs.com
Dan is responsible for quantitative and fundamental equity research. Prior to joining Columbia Partners in 1995, Dan served as a quantitative equity analyst for Riggs Investment Management Corporation (RIMCO). Dan has a BA degree (cum laude) from James Madison University and an MBA from Columbia University where he concentrated in security analysis and graduated with distinction. He holds a CFA designation from the Institute of Chartered Financial Anlaysts.

Mr.  Chris Lane

Public Relations Rep.
Tel : 202-296-3131
Email: clane@columbiaptrs.com

Ms.  Louise Toler

Securities Trader
Tel : 202-296-3131
Email: ltoler@columbiaptrs.com
Louise is a head trader of Columbia Partners and is responsible for equity trading. Louise has over 20 years investment experience in securities trading. Prior to joining Columbia Partners, she was the head equity trader for Riggs Investment Corporation. Louise also held positions with ASB Capital Management, Maryland National Bank, and First American Bank where she traded equities, taxable and tax-exempt bonds, and short-term instruments. Louise earned her BS from Bowie State College in Bowie, Maryland, and is a graduate of the Dale Carnegie Institute.

Ms.  Grainne Coen

Portfolio Manager
Tel : 202-296-3130
Email: gcoen@columbiatprs.com
Gráinne is a portfolio manager of Columbia Partners and a member of the equity management group. Prior to joining Columbia Partners, Gráinne spent four years at Kensington Management Group, L.L.C., a New York based investment management partnership, most recently as a general partner of the firm. There she concentrated on portfolio management, specializing predominantly in US based small capitalization securities. Gráinne was also associated with Ganek & Orwitz Partners, L.P., a closed-end arbitrage fund where she concentrated on special situations and arbitrage trading. Gráinne has a BSc (Honors) degree from the London Guidhall University in Pure Mathematics. She is a member of the New York Society of Security Analysts and the Association of Investment Managers.

Ms.  Allison Lewis

Portfolio Manager
Tel : 202-296-3131
Email: alewis@columbiatprs.com
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Columbia Partners, LLC Investement Management Product Name

Report Created: January,26 2020.  Copyright Money Manager Review , All rights Reserved.
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