Christopher Lo

Portfolio Manager-Equities at

Columbia Management Investment Advisers LLC

Consumer Services

Finance

Profile

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.

Christopher Lo active positions

Companies	Position	Start
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).	Portfolio Manager-Equities	01/05/2010

All active positions of Christopher Lo

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Linked companies

Private companies	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