Rich Gross, Cfa
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Rich Gross, Cfa Email & Phone Number

Senior Analyst at Columbia Threadneedle Investments, US
Location: Minneapolis, Minnesota, United States 7 work roles 3 schools
1 work email found @columbiathreadneedle.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Columbia Threadneedle Investments, US
Role
Senior Analyst
Location
Minneapolis, Minnesota, United States
Company size
803 employees

Who is Rich Gross, Cfa? Overview

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Quick answer

Rich Gross, Cfa is listed as Senior Analyst at Columbia Threadneedle Investments, US, a company with 803 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at columbiathreadneedle.com and a matched LinkedIn profile for Rich Gross, Cfa.

Rich Gross, Cfa previously worked as MBA 2012 - Applied Security Analysis at University Of Wisconsin-Madison and Equity Analyst Intern at Fiduciary Management, Inc.. Rich Gross, Cfa holds Mba, Applied Security Analysis from University Of Wisconsin-Madison - School Of Business.

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*@columbiathreadneedle.com
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Profile bio

About Rich Gross, Cfa

Specialties:

Listed skills include Financial Modeling, Investments, Equities, Finance, and 11 others.

Current workplace

Rich Gross, Cfa's current company

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Columbia Threadneedle Investments, US
Columbia Threadneedle Investments, Us
Senior Analyst
Minneapolis, MN, US
Website
columbiathreadneedle.com
Employees
803
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7 roles

Rich Gross, Cfa work experience

A career timeline built from the work history available for this profile.

Mba 2012 - Applied Security Analysis

University Of Wisconsin-Madison

Specialization: Applied Security Analysis - a two year program that combines financial theory with hands-on training in security analysis, financial modeling, and portfolio management techniques. Student teams have full responsibility for managing a combined $65 million in assets during their second year in the program.

Aug 2010 - May 2012

Equity Analyst Intern

Fiduciary Management, Inc.

Greater Milwaukee Area

  • Presented and recommended portfolio ideas to the investment team
  • Prepared detailed company investment reports to support investment recommendations
  • Conducted primary research including management interviews, competitor interviews, customer interviews, and company site visits as a portion of the research process
  • Designed multi-factor screens in FactSet to identify possible investment ideas
May 2011 - Aug 2011

Finance Associate

Stark Investments
  • Project Manager (2009)
  • Managed the implementation of margin and financing software which enabled the firm to optimize position financing and collateral requirements across five primary brokers
  • Collaborated with software engineers to design a program to monitor wire activity which resulted in reduced liquidity calculation errors caused by credit default swap upfront payments
  • Analyzed and presented recommendations involving broker margin rules that enabled senior management to negotiate superior margin and financing rates on convert arbitrage hedgesFinance Associate (2007-2008)
  • Analyzed individual broker margin statements and responded to margin calls
  • Monitored the firm’s positions, exposure, and liquidity on a daily basis across multiple funds
Dec 2007 - Dec 2009

Supply Sergeant

Wisconsin Army National Guard
  • Deployed to the Middle East for twelve months in support of Operation Iraqi Freedom
  • Developed and implemented the battalion’s information distribution and archiving for the logistics operations
  • Collaborated with a six man team to supervise and support the 600 man battalion logistical needs
  • Awarded the Army Commendation Medal
Sep 2000 - Mar 2008

Financial Professional

Zaddack & Associates Financial Group
  • Developed an investor policy statement for each client by examining their individual risk profile
  • Created a financial framework for each client utilizing a combination of insurance and investment products
  • Earned Series 6 & 63 and Life/Health insurance licenses
Jan 2003 - Dec 2005
Team & coworkers

Colleagues at Columbia Threadneedle Investments, US

Other employees you can reach at columbiathreadneedle.com. View company contacts for 803 employees →

WC Wendy Campbell Wendy Campbell Colleague at Columbia Threadneedle Investments, Us Parker, Colorado, United States, United States View → AT Andrew Tillman Andrew Tillman Colleague at Columbia Threadneedle Investments, Us Appleton, Wisconsin, United States, United States View → NS Nick Smith Nick Smith Colleague at Columbia Threadneedle Investments, Us New York, New York, United States, United States View → BC Ben Campbell Ben Campbell Colleague at Columbia Threadneedle Investments, Us Framingham, Massachusetts, United States, United States View → PG Pauline Grange Pauline Grange Colleague at Columbia Threadneedle Investments, Us United Kingdom, United Kingdom View → LK Lyn Kephart-Strong Lyn Kephart-Strong Colleague at Columbia Threadneedle Investments, Us Eden Prairie, Minnesota, United States, United States View → IV Ivan Vasiliev Ivan Vasiliev Colleague at Columbia Threadneedle Investments, Us Cyprus, Cyprus View → MS Matthew Sullivan Matthew Sullivan Colleague at Columbia Threadneedle Investments, Us Boston, Massachusetts, United States, United States View → SS Steven Swinhart Steven Swinhart Colleague at Columbia Threadneedle Investments, Us East Bridgewater, Massachusetts, United States, United States View → LM Luis Medeiros Luis Medeiros Colleague at Columbia Threadneedle Investments, Us Huntersville, North Carolina, United States, United States View →
3 education records

Rich Gross, Cfa education

Cfa, Enrolled In Chartered Financial Analyst Program

Cfa Institute

Activities and Societies: CFA Society of MadisonPassed Level 3 CFA Exam in June 2010.

Bba, Finance, Investment & Banking; Management & Human Resources

Wisconsin School Of Business

Activities and Societies: Finance and Investment SocietyGo Badgers!

FAQ

Frequently asked questions about Rich Gross, Cfa

Quick answers generated from the profile data available on this page.

What company does Rich Gross, Cfa work for?

Rich Gross, Cfa works for Columbia Threadneedle Investments, US.

What is Rich Gross, Cfa's role at Columbia Threadneedle Investments, US?

Rich Gross, Cfa is listed as Senior Analyst at Columbia Threadneedle Investments, US.

What is Rich Gross, Cfa's email address?

AeroLeads has found 1 work email signal at @columbiathreadneedle.com for Rich Gross, Cfa at Columbia Threadneedle Investments, US.

Where is Rich Gross, Cfa based?

Rich Gross, Cfa is based in Minneapolis, Minnesota, United States while working with Columbia Threadneedle Investments, US.

What companies has Rich Gross, Cfa worked for?

Rich Gross, Cfa has worked for Columbia Threadneedle Investments, Us, University Of Wisconsin-Madison, Fiduciary Management, Inc., Stark Investments, and Wisconsin Army National Guard.

Who are Rich Gross, Cfa's colleagues at Columbia Threadneedle Investments, US?

Rich Gross, Cfa's colleagues at Columbia Threadneedle Investments, US include Wendy Campbell, Andrew Tillman, Nick Smith, Ben Campbell, and Pauline Grange.

How can I contact Rich Gross, Cfa?

You can use AeroLeads to view verified contact signals for Rich Gross, Cfa at Columbia Threadneedle Investments, US, including work email, phone, and LinkedIn data when available.

What schools did Rich Gross, Cfa attend?

Rich Gross, Cfa holds Mba, Applied Security Analysis from University Of Wisconsin-Madison - School Of Business.

What skills is Rich Gross, Cfa known for?

Rich Gross, Cfa is listed with skills including Financial Modeling, Investments, Equities, Finance, Valuation, Securities, Portfolio Management, and Financial Analysis.

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