Joel Mckinnon Defelice

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

• 12/2015 → Present
  Morgan Stanley Smith Barney Llc
  Boston, MA
• 07/2016 → Present
  Columbia Management Investment Distributors Inc
  Boston, MA

Previous Registrations

• 2016-03-01 → 2016-07-30
  Morgan Stanley
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-03-01