Profile
Jeffrey R.
Coleman worked as a Controller at Liberty All-Star Equity Fund and Liberty All Star Growth Fund, Inc. He also worked as a Vice President at CDC IXIS Asset Management Services, Inc. and as a Principal at Loomis Sayles Funds II.
Prior to that, he worked as a Tax Manager at BNY Mellon Investment Servicing (US), Inc. Mr. Coleman holds a graduate degree from Suffolk University and an undergraduate degree from the University of Massachusetts.
Former positions of Jeffrey R. Coleman
| Companies | Position | End |
|---|---|---|
BNY Mellon Investment Servicing (US), Inc.
 BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Comptroller/Controller/Auditor | 2000-09-30 |
| Loomis Sayles Funds II | Corporate Officer/Principal | - |
| CDC IXIS Asset Management Services, Inc. | Corporate Officer/Principal | - |
| Liberty All Star Growth Fund, Inc. | Comptroller/Controller/Auditor | 2009-12-16 |
| LIBERTY ALL-STAR EQUITY FUND | Comptroller/Controller/Auditor | - |
Training of Jeffrey R. Coleman
| Suffolk University | Graduate Degree |
| University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Liberty All-Star Equity Fund
 Liberty All-Star Equity Fund Investment Trusts/Mutual FundsMiscellaneous Liberty All Star Equity Fund operates as a diversified, closed-end management investment company. It seeks total investment return comprised of long-term capital appreciation and current income through investing primarily in a diversified portfolio of equity securities. The company was founded on October 31, 1986 and is headquartered in Denver, CO. | Miscellaneous |
| CDC IXIS Asset Management Services, Inc. | |
| Liberty All Star Growth Fund, Inc. | Miscellaneous |
BNY Mellon Investment Servicing (US), Inc.
BNY Mellon Investment Servicing (US), Inc. Investment ManagersFinance BNY Mellon Investment Servicing (US) Inc. provides processing, technology & business intelligence services to the asset managers, broker/dealers, and financial advisors. It offers fund accounting & administration, wealth management reporting, sub accounting, transfer agency & shareholder, marketing & distribution, managed account, integrated banking transaction, accounting & administration, custody & securities lending, alternative investment, and international fund services. The company also provides call center, broker/dealer & financial planner support, health savings account, and bill payment & presentment services. BNY Mellon Investment Servicing (US) Inc. was founded in 1973 and is headquartered in Jersey City, New Jersey. | Finance |
| Loomis Sayles Funds II | Miscellaneous |
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- Jeffrey R. Coleman
