Dana Kelley, Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments
About
Investment Service
Dana is a portfolio manager of the Columbia Small and Mid-Cap Growth portfolios. Prior to joining Columbia Threadneedle Investments in 2011, he worked at Putnam Investments as an equity associate. He holds the CFA® designation and is a member of the CFA Society of Boston.
Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
Columbia funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Management Investment Advisers, LLC.
Location
Dana Kelley, Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments
290 Congress Street, Boston, MA
02210, United States
Hours
Frequently Asked Questions About Dana Kelley, Portfolio Manager of the Columbia Small and Mid-Cap Growth, Columbia Threadneedle Investments
Who is Dana Kelley and what portfolios does he manage?
Dana Kelley is the portfolio manager of the Columbia Small and Mid-Cap Growth portfolios at Columbia Threadneedle Investments.
Where is Dana Kelley’s office located?
Dana Kelley’s office is located at 290 Congress Street, Boston, MA 02210, USA.
What are the office hours for Dana Kelley’s investment services?
The office is open Monday to Friday from 8:00 AM to 6:00 PM and is closed on Saturdays and Sundays.
How can I contact Dana Kelley’s office by phone?
You can contact Dana Kelley’s office by calling +1 800-345-6611.
What professional certifications does Dana Kelley hold?
Dana Kelley holds the CFA® designation and is a member of the CFA Society of Boston.
Which company manages and distributes the Columbia Small and Mid-Cap Growth portfolios?
Columbia Management Investment Advisers, LLC manages the portfolios, and Columbia Management Investment Distributors, Inc. distributes them.
What nearby restaurants can visitors to Dana Kelley’s office consider for dining?
Nearby restaurants include Smith & Wollensky steakhouse, Three Cheers American restaurant, Boloco Mexican restaurant, and Boston Wharf seafood restaurant.
Are there any nearby entertainment options close to Dana Kelley’s office?
Yes, clients can visit The Press Room Boston Seaport cinema and bar or the Alamo Drafthouse Cinema Boston Seaport for arts and entertainment.
What are some nearby professional services around Dana Kelley’s location that clients might find useful?
Nearby professional services include Putnam Investments, Cone marketing agency, McKinsey & Company consulting, and Payette architectural services.
Is there convenient banking or financial advising nearby Dana Kelley’s office?
Yes, there is a Bank of America ATM nearby and financial advisors like David DiBiase - Commonwealth Financial Group close to the office location.