Columbia Threadneedle Investments, US Information

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Summary

Columbia Threadneedle Investments, US is a finance firm headquartered in Boston, Massachusetts that was founded in 1985. The company manages assets across a broad spectrum of investment vehicles, including mutual funds, ETFs, closed‑end funds, 529 plans and retirement plans.

With a workforce between 1,000 and 5,000 employees, Columbia Threadneedle delivers these services under the guidance of an executive team that includes Vice President Matt Schortmann, Head of Institutional Product & Strategy; Senior Vice President Kris Moreton, Fixed Income Client Portfolio Manager; Vice President Kristin Greeley, National Account Manager; and other vice presidents overseeing senior analysis, learning and development, regional operations, strategic beta, private client advisory, leveraged loan platforms, tax, derivatives change management, portfolio management, global trading support, and advisory consulting.

Websitecolumbiathreadneedleus.com
Industries
Headquarters Address290 Congress St, Boston, Massachusetts, 02210 US
Company Size1000-5000 employees
Specialities & ServicesAsset management, mutual funds, ETFs, 529 plans, closed-end funds, retirement plans
TechnologiesjQuery, Bootstrap, Stimulus, Flask, Django
Founded1985
Updated:2026-09-05

Estimated Website Traffic

The chart shows a decline in traffic to the columbiathreadneedleus.com website. In September, traffic decreased to 53198, compared to 60245 in the previous month. The highest traffic in 2026 was recorded in March, reaching 63214 visits.

Workforce Turnover

Number of staff members switched

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Total employee turnover

Corporate Tenure Analytics

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Workforce Experience Insights

5% have been with the company for 1 to 2 years4% have been with the company for 3 to 4 years14% have been with the company for 5 to 7 years5% have been with the company for 8 to 10 years72% have been with the company for more than 11 years

Former Staff Career Paths

Role at Former Company
Role at New Company
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Matt Schortmann
Matt SchortmannVice President, Head of Institutional Product & Strategy
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Kris Moreton
Kris MoretonSenior Vice President, Fixed Income Client Portfolio Manager
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Kristin Greeley
Kristin GreeleyVice President, National Account Manager
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Steve Columbaro
Steve ColumbaroVice President, Senior Analyst
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Rosemary Murphy
Rosemary MurphyVice President of Learning & Development
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Jessica Steven
Jessica StevenSenior Vice President
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Gray Perkins
Gray PerkinsRegional Vice President
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Marc Zeitoun
Marc ZeitounHead of Strategic Beta, Head of Private Client Advisory
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Joseph Ciavarelli
Joseph CiavarelliRegional Vice President
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John Bennett
John BennettVice President
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Greg Sellers
Greg SellersVice President Head of Internal Advisor Consultants
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Stanton Ray
Stanton RayHead of Leveraged Loan and CLO Platform
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Gabrielle Scundi
Gabrielle ScundiMiddle Office Change Specialist - Derivatives
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Kelsey McSweeney
Kelsey McSweeneyAssociate Portfolio Manager
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Cathryn Siereveld
Cathryn SiereveldVP Business Support - Global Trading
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Lindsay Ardis
Lindsay ArdisSenior Regional Advisor Consultant
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FAQ

Columbia Threadneedle Investments, US operates in the Finance industries. More details can be found on the official website: columbiathreadneedleus.com.
Columbia Threadneedle Investments, US has offices located in Boston, US.
The headquarters of Columbia Threadneedle Investments, US are located in Boston, United States.
Columbia Threadneedle Investments, US currently employs 1000-5000 people.

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