Lowell heads Multi-Asset Solutions at BMO Global Asset Management U.S., overseeing the group's strategic modeling, manager research and selection, and portfolio management teams. He also chairs the Investment Strategy Committee.
Prior to joining the company in 2014, Lowell spent 11 years at UBS Global Asset Management, where he was most recently managing director and head strategist of the Americas and the U.K. He oversaw the U.S.- and U.K.-based multi-asset strategies and was a co-manager of the UBS Global Allocation Fund and Dynamic Alpha Mutual Fund, a macro liquid alternative strategy. Prior to this, Lowell managed global and global ex-U.S. equity portfolios at UBS.
Lowell also spent 13 years as a consultant, including time at Mercer Investment Consulting, where he was responsible for advising clients on asset allocation and liability-driven asset investing. He began his career as a pension actuary for Towers Perrin.
Lowell holds an M.B.A. in finance from the University of Chicago and a B.S. in actuarial science from the University of Illinois. In addition, he is a CFA® charterholder and a member of the CFA Society of Chicago. He is also an Associate of the Society of Actuaries.