Member, Board of Governors, Vice President and Chief Financial Officer · Columbia Management Investment Advisers, LLC
Brian M. Engelking
CRD 4219446 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Columbia Management Investment Advisers, LLC, an SEC-registered asset manager based in Boston, MA with $502.4 billion in regulatory assets, lists Brian M. Engelking on its Form ADV as Member, Board of Governors, Vice President and Chief Financial Officer, a control person. The SEC filings also name Brian at 1 other registered adviser.
Firms and roles
- Columbia Management Investment Advisers, LLCMember, Board of Governors, Vice President and Chief Financial OfficerAsset manager · Boston, MA · $502B in regulatory assets
- Columbia Cent CLO Advisers, LLCMember, Board of Directors, Vice President and Chief Financial OfficerPrivate fund adviser · Boston, MA · $3.0B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- William F. TruscottChairman of the Board and President, Columbia Management Investment Advisers, LLC
- Lee A FariaVice President and Chief Compliance Officer, Columbia Management Investment Advisers, LLC
- Michael G. ClarkeMember, Board of Governors, Senior Vice President and North America Head of Operations and Investor Services, Columbia Management Investment Advisers, LLC
- Gene R. TannuzzoManaging Director and Global Head of Fixed Income, Columbia Management Investment Advisers, LLC
- Michael E DefaoVice President, Chief Legal Officer, and Assistant Secretary, Columbia Management Investment Advisers, LLC
4 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.