All Aboard! Destination-Sweden! Travel Buddy-Linda! Most of you know (with Linda being the longest employee of CAM- 19 years and counting!) that she was born and raised in Sweden. Linda moved to the United States in 1996 and has called Ann Arbor her …
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Ice, Ice Ladies
You know how most people escape the winter by going someplace warm? Well, three of our employees reversed that trend and decided this past summer would be the perfect getaway for an Ice Adventure. Charlie, Kory, and Jess all headed to Iceland for a …
Journey with Jess
Meet Jessica Hoard or “Jess” as the CAM team calls her. Jess has a couple roles here at CAM. Jess first came on the scene by teaching Linda and Charlie Pilates (back in the day). Linda and Charlie suggested Brian should give Pilates a try and the …
A Story with Kory (and Dinner Party)
Time to reintroduce you all to Kory Salagean, a leading lady in the Columbia story. Kory entered the scene in August of 2019. Since then, she has quickly transitioned to being a main character. Kory completed her Series 65 in 2020 and is a registered …
Brian is Back!
He didn’t actually leave but he is back as this quarter’s newsletter feature! As you may know, Brian Weisman founded Columbia Asset Management in 1997. What many of you may not know is that Brian is an avid gardener! He attributes this passion and …
Seriously Sarah
The title alliteration is a stretch…but seriously, our part-time remote employee, Sarah, worked with us in the office for a week! In this edition of our employee newsletter, Sarah reflects on all the things she enjoyed about being back as an …
Grateful for this Group!
As many of you know, the Columbia Asset Management team is made up of a group of us that are passionate about the work we do. We’re more than happy to help our wonderful clients and we enjoy spending time with one another while getting the job done. …
Chatting with Christen
It’s been over three years since we chatted with Christen. Since she was last interviewed for our employee newsletter, her family moved from California- where her husband completed his microsurgery fellowship at Stanford- to Carmel, Indiana. Her …
Alpha, Bravo, Charlie
First of all, who doesn’t love falling back to the phonetic alphabet whenever possible? (It turns out to be particularly useful knowledge when talking bond CUSIPS.) Since her last newsletter, Charlie too has earned her Certified Financial Planner …
Quarter Report Revolution
We are nerding out over here at Columbia Asset Management and have some revolutionary news to share with our clients: we are updating our reporting software to Tamarac Reporting. Not everyone would call that news “revolutionary” but we are very …
Looping Back to Linda
It has been nearly three years since we started our Columbia Asset Management Employee Newsletter; and, as you can probably guess, we’ve run out of employees to introduce. However, a lot has happened in the world since then, so we’re starting back …
A New World!
We hope you and your loved ones are staying safe and healthy! It has not been the same without seeing our clients in person, but we are grateful to be able to continue to assist you all even while we do our best to stay socially-distant from each …
Keeping up with CAM
With a lot of planning ahead and all hands on deck, we’ve executed a successful move into our new office space and it is already starting to feel like ours. We liked the space “as is” when the lease was signed but we had some ideas of how we would …
Our Newest Employees
Kory Salagean, office manager, joined Columbia Asset Management in August 2019. Kory graduated from Eastern Michigan University in 2018 majoring in International Affairs and Paralegal Studies. What is your favorite part of living in …
Meet the Interns
Emma Hutton, intern, is a fourth-year student in the University of Michigan School of Education. She was born and raised in Ann Arbor, the oldest sibling of her 19-year-old sister and 10-year-old brother. She has played soccer her entire life, …
Brian’s Background
Brian Weisman (CFA®, CFP®, CPA, CMA) founded Columbia Asset Management in 1997. He was raised in Michigan and attended the University of Michigan, graduating with a degree in economics. He started tracking stocks right out of college, after owning …
Say Hello to Sarah
Sarah Fitzgibbon, financial analyst, joined Columbia Asset Management in 2006. She was born and raised in Ann Arbor, Michigan and graduated in 2006 from the University of Michigan with a Bachelor of Science. After working full-time at Columbia for …
Catch up with Christen
Christen Sando, registered investment advisor representative, joined Columbia Asset in 2010. She was born and raised in Kokomo, Indiana, and attended Indiana University in Bloomington, where she graduated with a B.S. in Kinesiology. In 2010, she …
Chat with Charlie
Charlie Cook, financial analyst, joined Columbia in December 2013. She grew up in West Michigan, but Ann Arbor became home during college at the University of Michigan. A few fun facts include that she is the youngest of three and the first in her …
Learn about Linda
Hello and happy fall! We at Columbia want to give you the opportunity to get to know us a little better, so we’ve decided to start including an employee newsletter in with your report every quarter. Enjoy! Linda Meadows, analyst, and compliance …