Advisor at Columbia Management Investment Advisers, LLC
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Firm
Columbia Management Investment Advisers, LLC
Location
Boston, MA 02210
Credentials
Series 66
Industry experience
1 year
Jack Linehan is a financial advisor at Columbia Management Investment Advisers, LLC with one year of industry experience. He holds the Series 66 designation. His prior roles include positions at Amundi Asset Management US and Island Real Estate. Columbia Management Investment Advisers, LLC is a large institutional investment manager serving pooled vehicles and institutional clients, managing approximately $457.4 billion in discretionary assets. The firm offers discretionary and non-discretionary portfolio management across various investment products and employs a combination of fundamental and quantitative research to implement strategies across public and private markets.
Based on Columbia Management Investment Advisers, LLC
Based on Columbia Management Investment Advisers, LLC
Based on Columbia Management Investment Advisers, LLC
$0 - $25 million: varies by strategy; e.g., 0.65% for some US Large Cap equity strategies $25 million - $50 million: tiered lower rates; e.g., 0.50% on next $25 million for some US Large Cap equity $50 million - $75 million: tiered lower rates; e.g., 0.40% on next $50 million for some US Large Cap equity $75 million - $100 million: tiered lower rates; negotiable above $100 million $0 - $25 million: 0.80% for some US Mid Cap equity strategies $25 million - $50 million: 0.70% for some US Mid Cap equity strategies $50 million - $100 million: Negotiable above $100 million $0 - $50 million: 0.90% for some Small Cap equity strategies $50 million - $125 million: tiered lower rates; negotiable above $150 million $0 - $25 million: 0.70% for some Global/International equity strategies $25 million - $75 million: lower tiers for some Global/International equity strategies $75 million+: Negotiable above $100 million $0 - $25 million: varies for Fixed Income strategies, e.g., 0.20% for US Short Term Bond $25 million - $50 million: lower tiers for Fixed Income strategies $50 million+: Negotiable above $100 million
Performance-based fees up to 20% of net realized and unrealized appreciation based on a high watermark/hurdle rate or benchmark index performance, typically in Private Funds and some accounts
Account minimum: $25,000,000 for U.S. equity investment mandates, $50,000,000 for global/international equity investment mandates, $50,000,000 for fixed income investment mandates; $1,000,000 minimum for dual contract Retail Managed Account Programs (subject to waiver) Minimum fee: May negotiate fixed-fee or minimum fee arrangements; some clients may have minimum fees or fee waivers Fee-only: Yes, fees are charged as advisory fees; no commissions charged on separately managed account clients
290 Congress Street
Boston, MA 02210
Massachusetts
Columbia Management Investment Distributors, Inc.
2024 - Present (2 years)
Island Real Estate
2023 - 2024 (1 year)
Student
2023 - 2023 (1 year)
Amundi Asset Management US
2022 - 2023 (1 year)
Student
2022 - 2022 (1 year)
First Indemnity Insurance Agency
2021 - 2022 (1 year)
Student
2018 - 2021 (3 years)
Eastern Yacht Club
2018 - 2018 (1 year)
Student
2017 - 2018 (1 year)
Eastern Yacht Club
2017 - 2017 (1 year)
Student
2016 - 2017 (1 year)
Eastern Yacht Club
2016 - 2016 (1 year)
Student
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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