David I. Hoffman

Nessuna posizione attualmente

64 anni

Finance

Consumer Services

Profilo

Mr. David I.
Hoffman is a Senior Portfolio Manager at Columbia Management Investment Advisers LLC.
He is co-lead portfolio manager on a mid-cap value product and portfolio manager on a smid-cap value product.
He joined one of the Columbia Threadneedle Investments legacy firms in 2001.
Prior to his current role, Mr. Hoffman held other key research positions, including director of equity research, deputy director of research, and senior research analyst.
Previously, he worked for Zurich Scudder Investments in several capacities.
In addition to serving as an equity analyst covering consumer staples companies and real estate investment trusts, he co-managed a dividend and growth fund, and co-managed the firm’s value team of more than 20 portfolio managers and analysts.
His earlier investment experience includes tenure as managing director, portfolio manager and analyst at HVB Asset Management, and as a vice president in real estate investments at Hypo Bank and its affiliates.
He began his career in financial services at Swiss Bank Corp.
He has been a member of the investment community since 1986.
He received a B.A. in American and Russian studies from Grinnell College and an M.A. in international affairs from Columbia University.

Precedenti posizioni note di David I. Hoffman

Società	Posizione	Fine
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).	Gestore di Portafoglio-Azioni	01/01/2020
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.	Gestore di Portafoglio-Azioni	30/04/2010
Banc of America Capital Management LLC Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice	Gestore di Portafoglio-Azioni	01/09/2005
Zurich Scudder Investments, Inc. Zurich Scudder Investments, Inc. Regional BanksFinance Provides investment management services	Corporate Officer/Principal	31/07/2001
HVB Capital Management, Inc. HVB Capital Management, Inc. Investment ManagersFinance HVB is a multi-cap growth manager.	Corporate Officer/Principal	28/02/1999

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Aziende private	7
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.	Finance
HVB Capital Management, Inc. HVB Capital Management, Inc. Investment ManagersFinance HVB is a multi-cap growth manager.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banc of America Capital Management LLC Banc of America Capital Management LLC Investment ManagersFinance Provides investment advice	Finance
Zurich Scudder Investments, Inc. Zurich Scudder Investments, Inc. Regional BanksFinance Provides investment management services	Finance
Grinnell College Grinnell College 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