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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.

 

 

 

 

Steve Shepherd, Director, Portfolio Manager & Investment Strategist, Multi Asset Solutions


Steve Shepherd, CFA
Director, Portfolio Manager & Investment Strategist
Multi Asset Solutions

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Lutz Zeitler, Managing Director, Head of Canadian Fundamental Equities, Canadian Equities


Lutz Zeitler, CFA, MBA
Managing Director, Head of Canadian Fundamental Equities
Canadian Equities

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Philip Harrington, Director, Portfolio Manager, Canadian Equities


Philip Harrington, CFA
Director, Portfolio Manager
Canadian Equities

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Tyler Hewlett, Director & Portfolio Manager, Head of Canadian Growth Equities


Tyler Hewlett, CFA
Director & Portfolio Manager,
Head of Canadian Growth Equities

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David Taylor, Vice President, Portfolio Manager, Fundamental Canadian Equities


David Taylor, CFA
Vice President & Portfolio Manager,
Fundamental Canadian Equities

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Andrew Osterback, Vice President, Portfolio Manager


Andrew Osterback, CFA
Director, Portfolio Manager
Fixed Income - Canada

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James Thai, Director, Portfolio Manager, Disciplined Equities


James Thai, CFA, MASc
Director, Portfolio Manager
Disciplined Equities

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Ariel Liang, CFA, MS, Associate Portfolio Manager, Disciplined Equities


Ariel Liang, CFA, MS
Associate Portfolio Manager
Disciplined Equities

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Piper Kerr, CFA, MBA, Director & Portfolio Manager, Active Fixed Income


Piper Kerr, CFA, MBA
Director, Portfolio Manager
Active Fixed Income
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Jeff Sutcliffe, Director & Portfolio Manager, Multi-Asset Solutions


Jeff Sutcliffe
Director & Portfolio Manager,
Multi-Asset Solutions
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Ernesto Ramos, Head of Quantitative Equity Strategy Portfolio Manager, Disciplined Equities


Ernesto Ramos, PhD
Head of Quantitative Equity Strategy Portfolio Manager
Disciplined Equities

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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, Director, Portfolio Manager, Quantitative Investments


Jason C. Hans
Director, Portfolio Manager
Quantitative Investments

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David Corris, CFA Head of Disciplined Equities Portfolio Manager


David Corris, CFA
Head of Disciplined Equities Portfolio Manager
Disciplined Equities

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Tom Lettenberger, Equity Portfolio Manager


Tom Lettenberger
Equity Portfolio Manager

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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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Jonathan Mann, Head of Emerging Market Debt


Jonathan Mann
Head of Emerging Market Debt
F&C Management Limited

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Erik Rubingh, Head of Systematic Strategies


Erik Rubingh
Head of Systematic Strategies
F&C Management Limited

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Chris Childs, Director, Systematic Strategies


Chris Childs
Director, Systematic Strategies
F&C Management Limited

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Miguel Gandolfo, Fund Manager, Emerging Market Debt


Miguel Gandolfo
Fund Manager, Emerging Market Debt
F&C Management Limited

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Patrick Newens, Director, Global Small Cap


Patrick Newens
Director, Global Small Cap
F&C Management Limited

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Catherine Stanley, Director & Head of Global Small Cap


Catherine Stanley
Director & Head of Global Small Cap
F&C Management Limited

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Ian Robinson, Head of Credit (EMEA)


Ian Robinson
Head of Credit (EMEA)
F&C Management Limited

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Rebecca Seabrook, Fund Manager


Rebecca Seabrook
Fund Manager
F&C Management Limited

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Sujay Shah, Director, Portfolio Manager, Global Rates and Money Markets


Sujay Shah
Director, Portfolio Manager, Global Rates and Money Markets
F&C Management Limited

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James Lindley, Vice President, Portfolio Manager, Global Rates and Money Markets


James Lindley
Vice President, Portfolio Manager, Global Rates and Money Markets
F&C Management Limited

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Sujay Shah, Director, Portfolio Manager, Global Rates and Money Markets


Jamie Jenkins
Head of the Responsible Global Equities team.
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
Janelle E. Woodward, CFA


Janelle E. Woodward, CFA®
Global Co-Head of Income
Head of BMO Fixed Income in Miami
BMO Fixed Income

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Scott M. Kimball, CFA, Director, Portfolio Manager, Fixed Income - Miami


Scott M. Kimball, CFA®
Director, Portfolio Manager
Fixed Income - Miami

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Daniela Mardarovici, CFA, Director, Portfolio Manager, Fixed Income - Miami


Daniela Mardarovici, CFA®
Director, Portfolio Manager
Fixed Income - Miami

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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, Managing Director, Head of ETF Portfolio Management, Exchange Traded Funds


Rob Bechard, CFA, M.Sc.
Managing Director, Head of ETF Portfolio Management
Exchange Traded Funds

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Chris Heakes, Director, Portfolio Manager, Exchange Traded Funds


Chris Heakes, CFA, M.Fin.
Director, Portfolio Manager
Exchange Traded Funds

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Director, Portfolio Manager, Exchange Traded Funds


Chris McHaney, CFA
Director, Portfolio Manager
Exchange Traded Funds

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Raymond Chan, Director, Portfolio Manager, Exchange Traded Funds


Raymond Chan, CFA, FRM
Director, Portfolio Manager
Exchange Traded Funds

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Alfred Lee, Director, Portfolio Manager, Exchange Traded Funds


Alfred Lee, CFA, CMT, DMS
Director, Portfolio Manager
Exchange Traded Funds

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Matt Montemurro, Director, Portfolio Manager, Exchange Traded Funds


Matt Montemurro, CFA
Director, Portfolio Manager
Exchange Traded Funds

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Charles-Lucien Myssié, Director, Portfolio Manager, Exchange Traded Funds


Charles-Lucien Myssié
Director, Portfolio Manager
Exchange Traded Funds

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