Daniel Beckman, CFA
President and Trustee, Columbia Funds
As president and principal executive officer of Columbia Funds, Dan is responsible for over 160 open-end, exchange-traded, closed-end and variable insurance funds.
SUMMARY
- Acts as the sole Interested Trustee on the Columbia Funds board
- Prior to joining the organization in 2015, served as senior vice president of investment product management for Fidelity Financial Advisor Solutions, a division of Fidelity Investments
- Served as chief operating officer of Banc One New Hampshire Asset Management
- Worked as a managing associate at Coopers & Lybrand Consulting
- Began his professional career in banking in 1984 and has been a member of the investment community since 1996
- Holds the Chartered Financial Analyst® designation
EDUCATION
- Northeastern University, MBA
- Hobart College, B.A., political science and mathematics
