Melda Mergen, CFA, CAIA

Global Head of Equities

SUMMARY

Also serves as portfolio manager for multiple equity strategies
Co-chairs the N.A. Diversity and Inclusion Group and the process for ensuring the integrity of the firm’s investment strategies
Previously held the role of deputy global head of equities, where she led the company's U.S.-based equity team capabilities.
Led the Investment Consultancy & Oversight (5P) team
Was a senior equity quantitative research analyst, developing and implementing quantitative stock selection models, portfolio risk budgeting and analysis, portfolio optimization and performance attribution
Named one of the 2020 Global Top 100 Executive Allies by LBGT Great
Holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations
Member of Boston Security Analysts Society and CFA Institute
Joined one of the Columbia Threadneedle Investments legacy firms in 1999 and has been a member of the investment community since then