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Название | Заголовок | Год | До |
---|---|---|---|
Ariel Liang | Portfolio Manager | 2018 | Сейчас |
James Thai | Portfolio Manager | 2017 | 2021 |
Биография | James joined BMO Asset Management Inc. in March 2011 on the Quantitative line of funds. His 11 years of experience have focused on programming, quantitative analysis, and quantitative portfolio management. Most recently James was a Partner and Portfolio Manager at an investment fund he co-launched in 2008. Prior to this, he spent six years at Legg Mason as a quantitative analyst and portfolio manager. James is a CFA charterholder and has both a Bachelors and Masters of Applied Science in Computer Engineering from the University of Waterloo. | ||
Greg Gipson | Vice President | 2017 | 2018 |
Биография | Greg Gipson, M. Econ, M. OR BMO Asset Management Inc. Greg Gipson is Vice President and Head of Portfolio Management, Quantamental Investments, at BMO Asset Management (BMO AM). Mr. Gipson began his investment career in 1997 and joined BMO AM in 2009. | ||
Jeffrey Bradacs | Portfolio Manager | 2013 | 2017 |
Биография | Jeff is a portfolio manager at Picton Mahoney Asset Management, specializing in Canadian equities. Prior to joining us, Jeff was vice president and senior portfolio manager at BMO Global Asset Management, where he was lead portfolio manager for Canadian large-cap equity portfolios, managing over $6 billion AUM. Prior to that, he spent over a decade at Manulife Asset Management, joining as an analyst and progressing to managing director and portfolio manager. Jeff is a CFA charterholder and has an Honours B.Admin. from the Richard Ivey School of Business at Western University. | ||
Jordan Luckock | Portfolio Manager | 2012 | 2017 |
Биография | Jordan joined BMO in March 2022 as the lead portfolio manager for BMO GAM’s Canadian core equity mandates. Jordan brings 18 years of professional investment experience to the team, including 10 years managing Canadian-focused large cap equity portfolios for institutional, retail, and high net worth clients. He has an Honours Bachelor of Arts in Economics degree from the University of Western Ontario (Huron College) and a Master of Science (Finance) degree from Queen’s University. | ||
Lesley Marks | Lead Portfolio Manager | 2012 | 2013 |
Биография | Lesley is the Lead Portfolio Manager for small cap investing at BMO Asset Management Inc. Lesley joined the firm in 1998 and has 16 years of investment industry experience. Prior to joining BMO Asset Management, Lesley was a portfolio manager with a major investment management firm, responsible for the management of Canadian equities for mutual and pension fund assets. Lesley has a Bachelor of Commerce degree from Queen's University, an MBA from the Richard Ivey School of Business and is a CFA charter holder. | ||
Robert Taylor | Portfolio Manager | 2012 | 2013 |
Биография | Robert Taylor, CPA, CA, CFA, Senior Vice President & Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Business Administration, Wilfred Laurier University. Industry start date: 1998. Rob leads a team of North American equity analysts and the asset allocation decisions. Prior to joining Canoe Rob was at BMO Global Asset Management where he was responsible for managing more than $4 billion in Canadian Equities. | ||
Michael R. Stanley | CIO (Chief Investment Officer) | 1994 | 2012 |
Биография | Michael joined the organization in 1994. He has oversight responsibilities for all of the firm’s fundamental active Canadian equity and fixed income strategies. In addition, he has direct portfolio management responsibilities for a number of Canadian equity mandates. Michael completed his MBA at the University of Toronto in 1979 and is a CFA charter holder. |
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