Kari Montanus, Senior Portfolio Manager of the Mid Cap Value and Focused Small Cap Value, Columbia Threadneedle Investments

Alex Rivas is a portfolio manager of the Global Asset Allocation team. Prior to joining Columbia Threadneedle Investments in 2017, he worked at BlackRock as a product manager and Deloitte as a consultant. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.

Richard Taft is a senior portfolio manager and lead of the Focused Large Cap Value team. Before joining Columbia Threadneedle Investments, he worked in Price Waterhouse, Citadel, Swiss RE, Pequot Capital, and Glenview Capital Management. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.

Daniel is a senior portfolio manager and lead portfolio manager for the Columbia Small and Mid-Cap Growth team. Prior to his current role, he was senior portfolio manager and senior managing director at Manulife Asset Management, Columbia Threadneedle Investments, and Neuberger Berman. He holds the CFA® designation. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.