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INVESTMENT MANAGEMENT & RESEARCH
Robert A. von Pentz, CFA
Chairman, Management Committee
Chief Investment Officer
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Bob is the Chief Investment Officer and Chairman of the Management and Executive Committees at Columbia Partners.
He has the responsibility for all investment activities.
He is a member of the equity management team and the team leader on the Large Cap and SMID Growth portfolios.
Prior to co-founding Columbia Partners, Bob served as Chairman of the Board and Chief Investment Officer of Riggs Investment Management Corporation (RIMCO).
Bob has also held the positions of Vice President and Director of Equity Research for ASB Capital Management, Washington, DC and
Vice President and Director of Research for the Maryland National Bank.
He started his investment career as an equity analyst for the First American Bank in Washington.
Bob earned a BA in Economics and a MBA in Finance from the University of New Mexico.
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Rhys H. Williams, CFA
Principal
Senior Equity Portfolio Manager
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Rhys is a principal of Columbia Partners and serves as a Senior Equity Portfolio Manager.
He is a member of the equity management team and the team leader on the small cap portfolios.
He also manages the firm's single strategy hedge fund endeavor.
Rhys serves on the Management Committee of Columbia Partners.
Rhys served as a Senior Vice President at Prudential Securities prior to joining Columbia Partners where,
among his responsibilities, he successfully managed small and mid-capitalization stock portfolios.
Before joining Prudential, Rhys worked as a journalist in the Moscow office of the "London Sunday Times".
Rhys earned a BA from Duke University (magna cum laude) and an MA in International Economics from Johns Hopkins University. He holds a CFA designation.
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Gráinne M. Coen
Research Analyst
Equity Portfolio Manager
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Gráinne is a member of the equity management team and serves as an equity portfolio manager and analyst.
Her responsibilities include fundamental analysis and portfolio management.
She also assists in managing the firm's single strategy hedge fund endeavor.
Prior to joining Columbia Partners, Gráinne spent four years at Kensington Management Group, L.L.C.,
a New York based investment management partnership, most recently as a general partner of the firm.
There she concentrated on portfolio management, specializing predominantly in US based small capitalization securities.
Gráinne was also associated with Ganek & Orwitz Partners, L.P., a closed-end arbitrage fund
where she concentrated on special situations and arbitrage trading.
Gráinne has a BSc (Honors) degree from the London Guidhall University in Pure Mathematics. She is a member of the New York Society of Security Analysts and the Association of Investment Managers.
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Daniel M. Goldstein, CFA
Research Analyst
Equity Portfolio Manager
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Dan is a member of the equity management team and serves as an equity portfolio manager and analyst. In addition, Dan manages the firm’s quantitative research effort for Columbia Partners.
Prior to joining Columbia Partners in 1995, Dan served as a quantitative equity analyst for Riggs Investment Management Corporation (RIMCO).
Dan has a BA degree (cum laude) from James Madison University and an MBA from Columbia University where he concentrated in security analysis and earned Beta Gamma Sigma honors. He holds a CFA designation and is a member of the Washington Society of Investment Analysts.
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Mark D. Tindall, CFA
Equity Analyst
Equity Portfolio Manager
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Mark is a member of the equity management team and serves as an equity portfolio manager and analyst. His responsibilities include fundamental analysis.
Prior to joining Columbia Partners, Mark spent four years analyzing equity securities at AIM Management in Houston, Texas. He also previously held research positions in the economics departments at Morgan Stanley and the Federal Reserve Bank of New York.
Mark has a BA from Swarthmore College where he majored in economics and an MBA from the Amos Tuck School at Dartmouth College. He holds the CFA designation.
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Matthew R. Williams, CPA, CFA
Research Analyst
Equity Portfolio Manager
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Matt is a member of the equity management team and serves as an equity portfolio manager and analyst.
His responsibilities include fundamental analysis and portfolio management.
Prior to joining Columbia Partners, Matt served as Vice President, Research at Rittenhouse Asset Management
where he analyzed securities in the technology sector.
Prior to that, Matt was an Analyst/Portfolio Manager at Gardner Lewis Asset Management.
Additionally, Matt has public accounting experience, has held Controller and CFO positions, and co-founded and ran an internet start-up.
Matt earned a BBA in Accounting and Marketing and a MS in Finance from the University of Wisconsin-Madison. Matt is a CPA, and holds the CFA designation.
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M. Louise Toler
Head Equity Trader
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Louise is a principal of Columbia Partners and is responsible for equity trading.
Louise has over 25 years of investment experience in securities trading. Prior to joining Columbia Partners, she was the head equity trader for Riggs Investment Management Corporation (RIMCO). Louise also held positions with ASB Capital Management and Maryland National Bank where she traded equities, taxable and tax-exempt bonds, and short-term instruments.
Louise earned her BS from Bowie State College in Bowie, Maryland, and is a graduate of the Dale Carnegie Institute.
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Duna Paek
Assistant Equity Trader
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Duna is the assistant equity trader of Columbia Partners. Her responsibilities include executing trades for all equity products.
In January 2001, Duna joined the firm as an intern responsible for account reconciliations.
Duna earned her BBA in Finance and Marketing from The George Washington University.
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Gary S. Dickinson, CFA
Principal
Senior Fixed Income Portfolio Manager
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Gary is a principal of Columbia Partners and a Senior Fixed Income Portfolio Manager. He is the lead portfolio manager for all fixed income portfolios.
Prior to joining Columbia Partners, Gary served as an equity analyst for the Riggs Investment Management Corporation (RIMCO). Gary started his career with The Boston Company, Inc., where his responsibilities included securities analysis and portfolio management.
Gary earned his BS in Business Administration (summa cum laude) from Georgetown University. He holds a CFA designation.
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Robert Eberhardt
Fixed Income Portfolio Manager
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Rob is responsible for fixed income research and portfolio management.
Prior to joining Columbia Partners, Rob was involved in institutional fixed income sales and trading at G.X. Clarke & Co. in New Jersey. There he focused on fixed income research and analysis in Treasury, Federal Agency, and MSB markets.
Rob graduated from Bryant College in Smithfield, R.I., with a Bachelor of Science in Business Administration degree with a focus on Finance and Applied Statistics.
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K. Dunlop Scott
President, Managing Principal
Chief Operating Officer
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Dun serves as the President and Chief Operating Officer of Columbia Partners.
He is responsible for the day-to-day operations and the strategic growth of the firm.
He also serves on the Management Committee and Executive Committee of Columbia Partners.
Dun oversees the Firm's Alternative Investment strategies and is a member of the Private Capital and Absolute Return Fund Executive Committee.
Dun has over 25 years of experience in the capital markets and in operating businesses.
He has broad and deep experience in many aspects of the banking and financial services industries, as well as extensive operations experience.
Dun began his career in the Foreign Service; served as a mergers and acquisitions banker and then as
Chief Financial Officer for several significant information technology companies, including one that he helped fund and grow from start-up to $100 million in revenues.
Dun also served as a Corporate Vice President in charge of investor relations for a multi-billion dollar company.
Dun holds a Bachelors of Arts degree in economics and German Literature from Lehigh University and a Masters of Business Administration from The Wharton School of the University of Pennsylvania.
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Christopher Doherty
Managing Director of Private Capital
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Chris is co-founder and co-manager of the Private Capital group.
He is responsible for overseeing direct private investments in select emerging growth companies and serves on the Private Capital Investment Committee.
Chris combines over 10 years of venture capital and principal investing experience with over 15 years of legal, regulatory, fiduciary and government experience.
He began his career in the United States Senate serving in multiple capacities for Senator Edward M. Kennedy.
He served as Deputy Chief of Staff and later as Labor and Employment Counsel to Chairman Kennedy on the Labor & Human Resources Committee.
In between stints as a Partner in the Washington law firm of Fox, Bennett and Turner, Chris served as a Deputy Treasurer and General Counsel to the Massachusetts Department of the Treasury.
Chris gained his earlier principal investing experience at SCP Private Equity Partners and Potomac Investments.
Chris holds a BA in Government from Harvard College and a JD from Georgetown University Law Center.
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Jason Crist
Managing Director of Private Capital
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Jason is co-founder and co-manager of the Private Capital group. He is responsible for overseeing direct private investments in select emerging growth companies and serves on the Private Capital investment committee.
Jason has over 20 years combined experience in investment banking, structured finance, private equity and commercial lending. Previously, Jason founded and managed the media investment banking division for Legg Mason Wood Walker, Inc., in Baltimore, Maryland, where he focused on M&A, strategic advisory and public/private transactional work for companies in the radio/TV/satellite broadcast, cable and media services sectors. Prior to Legg Mason, Jason was Managing Director with PriceWaterhouseCoopers, where he focused on large Business Process Outsourcing transactions. Jason began his career as a commercial banker focusing on the communications, telecommunications and media sectors.
Jason holds a BA in Economics from the University of Virginia and has completed extensive graduate work in both finance and international business at Georgetown and George Washington Universities.
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Thomas Bain
Vice President
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Tom is an Investment Principal within the Private Capital Group, responsible for originating, executing, and managing direct private investments.
Tom is an experienced venture and private equity investor, with over 12 years of industry focus in the information technology sector. Prior to joining Columbia Partners, he spent 6 years at Columbia Capital focused on technology venture investing, and was actively involved in over 20 portfolio companies and 40+ private financing rounds. Tom began his investment career with Deutsche Banc Alex. Brown, where he was an equity research analyst covering the communications equipment and semiconductor industry groups. He also has prior IT consulting and engineering experience with the Gartner Group and Nortel Networks, respectively.
Tom received his B.S. in Operations Research and Information Engineering from Cornell University and is a Chartered Financial Analyst.
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Stan Kowalewski
Managing Director, Fund of Funds Group
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Stan is responsible for the Fund of Funds Group at Columbia. He oversees portfolio management, research and asset allocation in this area.
Prior to joining Columbia Partners in 2005, Stan served as a Managing Director at Global Asset Alternatives LLC from 2004 to 2005. From 1995 to 2004, Stan served as Chief Executive Officer and Chief Investment Officer of Phoenix Advisers, Inc. in Greensboro, North Carolina. Stan began his career in 1994 as an Investment Analyst for Waterfront International, a division of Trout Trading Company, in Toronto, Ontario.
Stan has a BA degree from Dartmouth College and has been a frequent lecturer at hedge fund conferences around the globe. Stan was born and raised in Syracuse, New York and currently resides in Greensboro, North Carolina with his wife and their three children.
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Columbia Partners, L.L.C. Investment Management 5425 Wisconsin Avenue · Suite 700 · Chevy Chase, MD 20815
p: 240.482.0400 · f: 240.482.0401 · w: www.ColumbiaPtrs.com
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