Gabriella Forte

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

• 06/2023 → Present
  Columbia Management Investment Distributors, Inc.
  Boston, MA
• 06/2022 → 08/2022
  The Vanguard Group
  Malvern, PA
• 08/2019 → 05/2023
  Villanova University
  Villanova, PA
• 05/2021 → 05/2023
  Rosie's Coffee At Villanova Station
  Villanova, PA
• 05/2020 → 12/2021
  Thirsty Moose Taphouse
  Merrimack, NH
• 09/2017 → 06/2019
  Bedford High School
  Bedford, NH
• 09/2015 → 06/2017
  Marshfield High School
  Marshfield, MA
• 03/2019 → 08/2019
  Manchester Country Club
  Bedford, NH

Previous Registrations

• 2023-09-07 → 2023-09-20
  Columbia Management Investment Advisers, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25

Other Names

• Gabbi Forte