Mutual Funds Team

 

 

BMO's team of mutual fund experts are focused on long-term performance and we’re committed to providing solutions for your investment goals.

 

 

 

 

Andrew Osterback, Vice President, Portfolio Manager


Andrew Osterback, CFA
Vice President, Portfolio Manager
Active Fixed Income

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Alkarim Jiwa, Vice President, Portfolio Manager


Alkarim Jiwa, CFA , ASA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Lutz Zeitler, Equity Portfolio Manager


Lutz Zeitler, CFA, MBA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Steve Shepherd, Vice President, Portfolio Manager


Steve Shepherd, CFA
Vice President, Portfolio Manager
Asset Allocation

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Kyle Hunter


Kyle Hunter, CFA, MBA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Tyler Hewlett, Vice President, Portfolio Manager


Tyler Hewlett, CFA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Jeffrey Bradacs, Vice President, Portfolio Manager


Jeffrey Bradacs, CFA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Philip Harrington, Vice President, Portfolio Manager


Philip Harrington, CFA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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James Thai, Portfolio Manager


James Thai, CFA, MASc
Vice President, Portfolio Manager
Systematic Equities

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Mark Serdan, Vice President, Portfolio Manager


Mark Serdan, CA, CFA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Greg Gipson, Vice President and Head of Portfolio Management


Greg Gipson, M. Econ, M. OR
Senior Vice President, Head of Portfolio Management
Systematic Equities

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Gino Di Monte, Portfolio Manager


Gino Di Monte, CFA
Vice President, Portfolio Manager
Fundamental Canadian Equities

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David Taylor, Associate Portfolio Manager


David Taylor, CFA
Associate Portfolio Manager
Fundamental Canadian Equities

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Jordan Luckock, Portfolio Manager


Jordan Luckock, CFA, M.Sc.
Vice President, Portfolio Manager
Fundamental Canadian Equities

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Ernesto Ramos


Ernesto Ramos, PhD
Equities Research Strategies
BMO Asset Management Corp.

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Peter J. Arts, Co-Head, Taxable Fixed Income


Peter J. Arts, BA, MBA
Co-Head, Taxable Fixed Income
BMO Asset Management Corp.

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Jason C. Hans


Jason C. Hans
BMO Asset Management Corp.

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Brian G. Belski, Chief Investment Strategist


Brian G. Belski
Chief Investment Strategist
BMO Capital Markets Corp.

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June Lui, Portfolio Manager


June Lui, CFA
Portfolio Manager
BMO Global Asset Management (Asia) Limited

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Christopher Darling, Portfolio Manager


Christopher Darling
Portfolio Manager
BMO Global Asset Management (Asia) Limited

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Keith Patton


Keith Patton
F&C Management Limited
Fixed Income
Asset Allocation Strategies

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David Moss, Head of European Equities


David Moss
Head of European Equities
F&C Management Limited

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Paul Niven, Head of Multi-Asset Investment


Paul Niven
Head of Multi-Asset Investment
F&C Management Limited

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7
Irina Hunter


Irina Hunter, MBA
Global Equities
LGM Investments Limited

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Damian Bird


Damian Bird, CFA
Portfolio Manager
LGM Investments Limited

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Rishikesh Patel


Rishikesh Patel, MBA
Portfolio Manager
LGM Investments Limited

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Lori Marchildon


Lori Marchildon, CFA
Monegy, Inc.
High Yield Portfolios

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Vincent Huang


Vincent Huang, CFA
Monegy, Inc.
High Yield Portfolios

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13
Tony Cousins, Chief Executive & Chief Investment Officer


Tony Cousins, CFA
Chief Executive & Chief Investment Officer
Pyrford International Ltd.

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Daniel McDonagh


Daniel McDonagh, CFA
Pyrford International Ltd.

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Paul Simons


Paul Simons, CFA
Pyrford International Ltd.

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15
Tere Alvares Canida


Tere Alvares Canida, CFA
President and Portfolio Manager
TCH

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Janelle E. Woodward, CFA


Janelle E. Woodward, CFA
President and Portfolio Manager
TCH

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Scott M. Kimball, CFA, Portfolio Manager


Scott M. Kimball, CFA
Vice President, Portfolio Manager
TCH

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Daniela Mardarovici, CFA, Portfolio Manager


Daniela Mardarovici, CFA
Portfolio Manager
TCH

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17

ETFs Team

 

 

BMO's team of ETF experts have a proven track record in portfolio construction and strategy design and are committed to providing innovative solutions to meet your needs.

 

 

Rob Bechard, Senior Vice President, Head of ETF Portfolio Management


Rob Bechard, CFA, M.Sc.
Senior Vice President, Head of ETF Portfolio Management
Global Structured Investments

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Chris Heakes, Vice President, Portfolio Manager


Chris Heakes, CFA, M.Fin.
Vice President, Portfolio Manager
Global Structured Investments

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Chris McHaney, Vice President, Portfolio Manager


Chris McHaney, CFA
Vice President, Portfolio Manager
Global Structured Investments

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Raymond Chan, Vice President, Portfolio Manager


Raymond Chan, CFA, FRM
Vice President, Portfolio Manager
Global Structured Investments

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Alfred Lee, Vice President, Portfolio Manager & Investment Strategist


Alfred Lee, CFA, CMT, DMS
Vice President, Portfolio Manager & Investment Strategist
Global Structured Investments

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Matt Montemurro, Vice President, Portfolio Manager


Matt Montemurro, CFA
Vice President, Portfolio Manager
Global Structured Investments

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Charles-Lucien Myssie, Portfolio Manager


Charles-Lucien Myssie
Vice President, Portfolio Manager
Global Structured Investments

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Contact Us

Give us a call For Mutual Funds:
1-800-668-7327 For ETFs:
1-800-361-1392
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