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Columbia VP Select Mid Cap Growth 1
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-05-01  
Maximum Fees
Administrative ---
Management 0.82%
12b-1 ---
Actual Fees
12b-1 0.00%
Management 0.82%
Expense Ratio 0.83%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.88%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-04-30 0.06
  Management
Inception Date: 2010-05-03
Mngr Name Dana Kelley
Mngr Start Date 2023-02-10
Biography
Dana Kelley is a portfolio manager covering stocks in the small cap growth and smid cap growth sectors for Columbia Threadneedle Investments. He joined one of the Columbia Threadneedle Investments firms in 2011 as an associate analyst in central research and has been a member of the investment community since 2008. Prior to joining the firm, Dana was an equity associate at Putnam Investments. He received B.S. magna cum laude in finance from the University of Connecticut. In addition, Dana is a member of the CFA Society of Boston and holds the Chartered Financial Analyst® designation.
Mngr Name Daniel H. Cole
Mngr Start Date 2021-04-15
Biography
Daniel Cole has served as a Vice President of the Investment Manager since April 2021 and as a Vice President of the Trust since March 2022 and he joined Columbia Threadneedle Investments firms in 2014. Previously, Mr. Cole was a senior portfolio manager and senior managing director at Manulife Asset Management. Prior to that, Mr. Cole was a portfolio manager at Neuberger Berman. He has been a member of the investment community since 1993.Mr. Cole received a B.S. in pre-med curriculum from Guilford College an and an M.B.A. in finance from Virginia Polytechnic Institute and State University.
Mngr Name Wayne M. Collette
Mngr Start Date 2023-02-10
Biography
Wayne Collette is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Collette is a co-portfolio manager for small-cap growth and small/mid-cap growth portfolios. Mr. Collette joined one of the Columbia Threadneele Investments legacy firms in 2001 where he was an analyst and was promoted to senior portfolio manager in 2006. Previously, Mr. Collette served as an equity research analyst at Neuberger Berman and Schroder Capital Management, covering small- and mid-cap stocks. He has been a member of the investment community since 1996 Mr. Collette receieved a B.A. in political science from Brandeis University and and MBA in finance from Columbia Business School for Columbia University. In addition, he is a member of the CFA Society of Portland and holds the Chartered Financial Analyst designation.
Investment Advisor(s)
Columbia Mgmt Investment Advisers, LLC
Web Site
www.columbiamanagement.com
Issuer
Columbia Threadneedle
Subadvisor(s)
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