Kari Lynne Montanus
Portfolio Manager-Equities at Columbia Management Investment Advisers LLC
Network origin in Kari Lynne Montanus first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.
149
| Subsidiary | Investment Managers | 149 |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program.
128
| Extinct | Investment Managers | 128 |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.
100
| Subsidiary | Investment Managers | 100 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kari Lynne Montanus via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Wisconsin | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| The Curtis L. Carlson School of Management | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Masters Business Admin Undergraduate Degree Masters Business Admin | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
| Stanford University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
RiverSource Life Insurance Co.
 RiverSource Life Insurance Co. Life/Health InsuranceFinance RiverSource Life Insurance Co. offers annuity and insurance solutions. Its principal products are variable deferred annuities and variable and fixed universal life insurance. The firm offers immediate annuities, fixed deferred annuities and traditional life and disability income insurance. The company was founded in 1957 and is headquartered in Minneapolis, MN. | Life/Health Insurance | Director/Board Member Director/Board Member Director/Board Member | |
| Brown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Masters Business Admin Masters Business Admin | |
| AMD (ADVANCED MICRO DEVICES) | Semiconductors | Corporate Officer/Principal Corporate Officer/Principal | |
| Rutgers State University of New Jersey | College/University | Doctorate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Doctorate Degree | |
| Princeton University | College/University | Graduate Degree Graduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Graduate Degree Graduate Degree | |
| University of Connecticut | College/University | Graduate Degree Undergraduate Degree | |
Goldman Sachs Asset Management International
 Goldman Sachs Asset Management International Investment ManagersFinance Goldman Sachs Asset Management International (GSAMI) is the Great Britain-based asset management subsidiary of Goldman Sachs Asset Management International Holdings Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm is headquartered in London and was founded in 1990. GSAMI is the hub of Goldman Sachs' European activities, which include investment banking, trading, asset management and securities services. Their clients include individuals, families and family entities, banks and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, insurance companies, corporations, and other business entities. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| University of Notre Dame | College/University | Undergraduate Degree Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kelley School of Business | College/University | Masters Business Admin Masters Business Admin | |
Credit Suisse Asset Management Ltd.
 Credit Suisse Asset Management Ltd. Investment ManagersFinance Credit Suisse Asset Management Ltd. (CSAM) is the wholly-owned, Great Britain-based asset management subsidiary of Credit Suisse Asset Management (UK) Holding Ltd., itself a subsidiary of Credit Suisse Group AG (SWX: CSGN, NYSE: CS) in Switzerland. Founded in 1982, the firm is headquartered in London and offers a wide range of investment products and functions across asset classes and investment styles for various clients including governments, institutions, corporations and private individuals. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
| TRI-CONTINENTAL CORPORATION | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Corporate Officer/Principal | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| University of East Anglia | College/University | Undergraduate Degree | |
A.T. Kearney, Inc.
 A.T. Kearney, Inc. Miscellaneous Commercial ServicesCommercial Services A.T. Kearney, Inc. engages in the provision of management consulting services. Its services include strategic, operational and technology consulting executive search services. The company was founded by Andrew Thomas Kearney in 1926 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Atlanta Capital Management Co. LLC
 Atlanta Capital Management Co. LLC Investment ManagersFinance Atlanta Capital Management Co. LLC (Atlanta Capital) is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1969 and is a direct subsidiary of Eaton Vance Acquisitions LLC (EVA), which is owned by Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was an indirect wholly owned subsidiary of Eaton Vance Corp. Atlanta Capital offers professional investment advisory services to a broad range of institutional and retail clients. | Investment Managers | Portfolio Manager-Equities | |
| FARMERS EDGE INC. | Packaged Software | Director/Board Member |
Statistics
International
| United States | 44 |
| United Kingdom | 4 |
| Canada | 3 |
| Israel | 2 |
| France | 2 |
Sectoral
| Consumer Services | 27 |
| Finance | 20 |
| Electronic Technology | 2 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Operational
| Portfolio Manager-Equities | 112 |
| Undergraduate Degree | 92 |
| Analyst-Equity | 77 |
| Corporate Officer/Principal | 71 |
| Director/Board Member | 50 |
Most connected contacts
| Insiders | |
|---|---|
| Ted Truscott | 24 |
| Benjamin Kortlang | 23 |
| Joseph A. DeLuca | 15 |
| Katinka Ildiko Domotorffy | 11 |
| Mark Gordon | 11 |
| Shekhar Pramanick | 11 |
| Eileen Rominger | 11 |
| Ken Berents | 10 |
| John Dawson | 8 |
| Josh Alton Kapp | 8 |
| Scott L. Davis | 8 |
| Arthur J. Hurley | 8 |
| Israel Hernandez | 7 |
| Christopher Joseph Boova | 7 |
| Saaj Nomoto | 7 |
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