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Nome | Título | Desde | Até |
---|---|---|---|
David A. Corris | Portfolio Manager | 2018 | 2021 |
Biografia | David heads the BMO Disciplined Equity Team and is responsible for equity portfolio management and research. He joined the company in 2008. David began his investment management career in 1999, and was a quantitative equity portfolio manager/researcher at Northern Trust Global Investments. He holds an M.B.A. from Harvard Business School and a B.S. in mathematics and quantitative economics from the University of Wisconsin. In addition, he is a CFA® charterholder. | ||
Jay Kaufman | Portfolio Manager | 2018 | 2021 |
Biografia | Jay is responsible for equity portfolio management and research. Prior to joining BMO Global Asset Management in 2010, Jay worked as a quantitative investment analyst at Strategic Investment Group. He holds an M.B.A. from the University of Chicago, concentrating in analytic finance, econometrics and statistics. He also holds a B.S. in economics from the Wharton School at the University of Pennsylvania, concentrating in finance. In addition, Jay is a CFA® charterholder. | ||
Ernesto Ramos | Member | 2018 | 2021 |
Biografia | Ernesto is the managing director of active equities and a portfolio manager at BMO Global Asset Management. He joined the company in 2005. Ernesto began his investment management career in 1992 with Batterymarch Financial Management. He holds a Ph.D. and an M.S. in statistics from Harvard University and a B.S. in mathematics from MIT. | ||
Greg Gipson | Vice President | 2013 | 2018 |
Biografia | 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. | ||
James Thai | Portfolio Manager | 2013 | 2018 |
Biografia | 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. | ||
George N. Patterson | Co-Head of Quantitative Equity | 2013 | 2016 |
Biografia | George N. Patterson, PhD, CFA, CFP, is a Managing Director and Co-Head of QMA’s Quantitative Equity team. In this capacity, he oversees portfolio management, investment research and new product development for the US, Non-US and Value equity strategies. | ||
Matthew T. Haynes | Portfolio Manager | 2006 | 2013 |
Biografia | Matthew Haynes, CFA Director, Portfolio Manager/Analyst Lazard Asset Management LLC (New York) Matt Haynes is the Portfolio Manager/Analyst for the Classic Value - Global strategy. He began working in the investment field in 1989. Prior to joining Lazard in 2005, Matt was a Vice President and Portfolio Manager of Franklin Mutual Advisors, LLC (Mutual Series), and a co-manager of the Mutual Beacon Fund and Mutual European Fund. Previously, he was a Portfolio Manager of international equities at Morgan Stanley Dean Witter Advisors and co-managed two global equity mutual funds. Matt has a BA in Finance from William Paterson College of New Jersey. He is a member of the New York Society of Security Analysts (NYSSA). |
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