Leadership

Edward Kerschner, Chief Portfolio Strategist

Edward Kerschner, CFA

Chief Portfolio Strategist

Edward Kerschner joined Columbia Threadneedle Investments in 2016 as Chief Portfolio Strategist. Mr. Kerschner has over 40 years of experience in the securities industry across a number of senior strategy roles, including Chief Investment Strategist and Chairman of the Investment Policy Committee at PaineWebber, Chief Global Strategist for UBS Investment Research, Chief Investment Officer for Citi Investment Research and Chief Investment Strategist for Citi Global Wealth Management, Senior Strategy Consultant to Morgan Stanley Smith Barney and a member of the Morgan Stanley Smith Barney Global Investment Committee and the Chief Investment Strategist and Vice Chairman at Emerging Global Advisors. Since 2001, Mr. Kerschner has been an Adjunct Professor of Finance at the New York University Graduate School of Business Administration. He received a B.S. degree from the New York University School of Engineering and Science and an M.B.A. degree from the New York University Graduate School of Business Administration, and is a member of the CFA Institute.

Jay McAndrew, Vice President and National Sales Manager

Jay McAndrew

Vice President and National Sales Manager, Strategic Beta

Jay McAndrew joined Columbia Threadneedle Investments in 2016 as Vice President and National Sales Manager, and he oversees the strategic beta sales team. Mr. McAndrew has over 20 years of experience in financial services and asset management. Previously, he spent six years at Emerging Global Advisors where he served as National Sales Manager. Prior to that, he was Vice President at AllianceBernstein, where he helped develop the firm’s separately managed accounts, mutual funds and 529 college savings businesses in metro New York City. Earlier in his career, Mr. McAndrew worked for several years at UBS, serving in various client-facing roles that specialized in separately managed accounts, mutual funds, ETFs and alternative investments.

Marc Zeitoun, Head of Strategic Beta

Marc Zeitoun, CFA

Head of Strategic Beta

Marc Zeitoun joined Columbia Threadneedle Investments in 2016 as Head of Strategic Beta. Previously, Mr. Zeitoun served as Chief Product & Marketing Officer at Emerging Global Advisors for three years where he was ultimately responsible for the firm's product, sales and marketing activities. Prior to this, he spent five years as the Head of Intermediary Distribution for Guggenheim Investments/Rydex, where he led the firm's ETF, mutual funds, separately managed accounts and variable insurance trust distribution efforts. Earlier in his career, he spent eight years at UBS, serving as Executive Director for investment solutions and fee-based advisory platforms. Mr. Zeitoun began his financial services career at Chase Investment Services in 1994. He is a graduate of Vassar College with a B.A. in History and of Columbia University's School of International Affairs with an M.I.A. in International Business & Finance. He is a member of the CFA Institute and a CFA Charterholder.