Tara Gately
Portfolio Manager-Equities at Columbia Management Investment Advisers LLC
Profile
Ms. Tara Gately, CFA MBA, is a Senior Portfolio Manager at Columbia Management Investment Advisers LLC.
She joined Columbia Threadneedle in 2018 as a Senior Equity Analyst responsible for the medical devices sector and she's been in the investment community since 1993.
Previously, Ms. Gately held various roles at Loomis Sayles for over 20 years.
She was a member of the Loomis Sayles Large Cap Value team as an Analyst covering the health care and utilities sectors.
Prior to this role, she covered the health care services, medical devices and utilities industries as a global equity research analyst, responsible for making investment recommendations to large-cap Loomis Sayles strategies.
In addition, Ms. Gately co-managed the health care sector and exclusively managed the utilities sector in the Loomis Sayles Research Fund.
Prior to that, she covered the wireless telecom industry, supermarkets and drugstores, and packaged food companies.
She began her career in investment banking at Smith Barney in 1993.
She received a B.A.
in economics from Harvard College and an MBA from the Wharton School of Business.
She holds the Chartered Financial Analyst designation.
Tara Gately active positions
| Companies | Position | Start |
|---|---|---|
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Portfolio Manager-Equities | 01/11/2021 |
Former positions of Tara Gately
| Companies | Position | End |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Analyst-Equity | - |
Training of Tara Gately
| Harvard University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Finance |
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