For many employees in corporate America, a portion of compensation comes from one or more forms of stock option plans. Compensation income from stock incentives contributes to adjusted gross income, but not net investment income for purposes of calculating the new 3.8% tax on net investment income. The Columbia Management Learning Center is dedicating a Read More
Abram Claude, Vice President, Columbia Management Learning Center
Abram Claude is vice president of the Columbia Management Learning Center®, the value add program for Columbia Management Investment Distributors, Inc. (CMID) Mr. Claude is a member of the national speaker bureau and has spoken extensively on retirement and education planning topics. He joined the firm* in 2002 and has been a member of the investment community since 1987.
Prior to joining the financial services industry, Mr. Claude held several executive roles with nonprofit public policy organizations, served on the staff of a U.S. congressman and was chief of staff for a Massachusetts state senator. He began his career in financial services at Fidelity Investments and held positions with responsibility for capacity forecasting, business analysis, public relations, and product management and marketing for college savings and retirement plans.
Mr. Claude earned his B.A. in history from Boston University. He holds the Series 7, 63, 66, 26 and 53 licenses.