George Herbert Norcross

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 09/2016
  Congress Asset Management, Llp
  Boston, MA
• 02/2013 → 09/2016
  Quasar Distributors, Llc
  Milwaukee, WI
• 09/2016 → Present
  Columbia Management Investment Distributors Inc
  Boston, MA

Previous Registrations

• 2015-11-12 → 2016-12-07
  Congress Asset Management Company, Llp
  Boston, MA
• 2005-06-17 → 2013-01-15
  Putnam Investment Management, Llc
  Boston, MA
  Andover, MA
  Boston, MA

Other Businesses

Name of Activity: American Diabetes Association; Date Activity Started/Modified/Ended: 9/9/2016; Type of Activity: Other - Leadership Board; Role/Relationship: Board Of Directors - Leadership Board; Responsibilities: Leadership Board; Income Per Year: Not Available; Total Hours Per Month: Not Available; Total Hours Per Month During Trading Hours: Not Available; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-27
• S63 Uniform Securities Agent State Law Examination
  2000-10-10