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Nome | Título | Desde | Até |
---|---|---|---|
Michael Dowdall | Portfolio Manager | 2017 | 2019 |
Biografia | Mike serves as co-manager of the BMO Target Risk Funds, Managed Asset Allocation Portfolios, and manager of the BMO Alternative Strategies Fund. Prior to working with BMO Global Asset Management, Mike was an investment analyst at Lighthouse Investment Partners. Mike holds an M.B.A. in econometrics and statistics from the University of Chicago Booth School of Business and a B.B.A. in finance from the University of Notre Dame. In addition, he is a CFA® charterholder. | ||
Irina Pacheco | - | 2017 | 2019 |
Biografia | Ms. Pacheco, Investment Strategist and Portfolio Manager of BMO Asset Management Corp., joined BMO in 2006. | ||
Jon D. Adams | Portfolio Manager | 2015 | 2019 |
Biografia | Mr. Adams, Senior Investment Strategist and Portfolio Manager, joined BMO Asset Management Corp in 2015. Previously, Mr. Adams was a portfolio manager with UBS Global Asset Management from 2003 to 2015. He is a Director and is an Asset Allocation Analyst on the Global Investment Solutions team. He is responsible for the setting-up of Global Balanced, US Balanced and Currency strategies. His other responsibilities include analysis of economics, capital market assumptions and currencies. | ||
Lowell Yura | Co-Portfolio Manager | 2014 | 2017 |
Biografia | Mr. Yura, Head of Multi-Asset Solutions at BMO Asset Management, joined BMO Asset Management in 2014 and is a CFA Charterholder. Prior to 2014, Mr. Yura was Head Strategist, Americas and U.K. and a Managing Director at UBS Global Asset Management and held various positions there since 2003. | ||
Alan W, Schwartz | Director | 2013 | 2016 |
Biografia | Mr. Schwartzl joined BMO Asset Management Corp. in 1981 and currently serves as Director of Asset Allocation Strategies. He is also co-manager of the BMO Target Retirement Funds. He holds a BS in Finance and Economics from the University of Wisconsin – La Crosse. In addition, Al holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute and is also an active member of the CFA Society of Milwaukee. | ||
Sandy Lincoln | - | 2013 | 2015 |
Biografia | Sandy joined the firm in 2008 and currently serves as the Chief Market Strategist for BMO Asset Management U.S. In that capacity, he is also a member of the Investment Strategy Committee which provides direction regarding asset allocation for clients spanning institutional to retail investors with assets that total over $130 billion*. Sandy is also one of three portfolio managers on BMO Asset Management’s Managed Asset Allocation Portfolios with $4 billion* in assets. Sandy brings more than 35 years of investment management and consulting experience, including: President of W.M. Mercer's Global Asset Consulting subsidiary; Chief Investment Officer of Kemper Corporation, where he oversaw their $50 billion portfolio of mutual funds; and Chief Operating Officer at Lincoln Capital Management ($60 billion in managed assets). Sandy holds a BA from Valparaiso University, as well as an MBA in Finance from Loyola University. Additionally, he has made regular appearances on CNBC, CNN, WGN and Bloomberg, and has been quoted in such publications as Wall Street Journal, Investor’s Business Daily and Chicago Tribune. | ||
Brent Schutte | Senior Portfolio Manager | 2015 | 2015 |
Biografia | Mr. Schutte, Senior Portfolio Manager of the BMO Asset Management Corp. , joined the BMO in 2012. He is a CFA Charterholder. | ||
John D. Boritzke | Lead Portfolio Manager | 2013 | 2015 |
Biografia | John is Head of Fixed Income for BMO Asset Management U.S., where he provides guidance and leadership to the fixed income team. He is Co-Manager of the BMO Intermediate Tax-Free Strategy which includes responsibility for the BMO Intermediate Tax-Free Fund and separate accounts. He joined M&I Investment Management Corp., now a part of BMO Asset Management U.S. in 1983. |
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