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Bmo Dividend Income Fund Class A (BADIX)
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13.04
-0.08
-0.61%
21/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 6.48M
BMO Dividend Income A
13.04
-0.08
-0.61%
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BADIX Overview
On this page you'll find an in-depth profile of Bmo Dividend Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of BADIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kenneth Conrad | Vice President | 2013 | 2022 |
| Biography | Kenneth Conrad, PhD, CFA Director and Portfolio Manager Ken joined BMO Asset Management in 2008 with responsibility for both BMO Dividend Income and Tax-Efficient Portfolio (TEP) strategies. Ken began his investment career in 2000 working with Comsys and PulseMetrics as a consultant to NASDAQ. He joined BMO Asset Management U.S. through an acquisition and started with the predecessor firm in 2008. Previously, Ken was a Quantitative Analyst for MEMBERS Capital Advisors from 2005 through 2007, where he supported equity and fixed income mutual funds. Ken holds a BA in Economics from Pomona College and an MS in Operations Research and a Ph.D. in Economics from George Mason University. In addition, Ken holds the Chartered Financial Analyst® (CFA) designation and an active member of the CFA Society of Madison. | ||
| Casey J. Sambs | Analyst | 2013 | 2022 |
| Biography | Casey is responsible for equity portfolio management and research. Prior to his current role, Casey worked as an analyst supporting a number of investment strategies. He began his career in the investment industry in 2001 with the Investor Services Department. He holds an M.B.A. from the University of Wisconsin–Madison and a B.S. in finance and economics from the University of Wisconsin–La Crosse. In addition, Casey is a CFA® charterholder. | ||
| Ernesto Ramos | Portfolio Manager | 2012 | 2013 |
| Biography | 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. | ||
| Daniel P. Brown | Vice President | 2011 | 2013 |
| Biography | Daniel P. Brown, CFA is an Investment Officer with Annex Wealth Management LLC. He works closely with the Chief Investment Officer (CIO) to establish investment policy and strategy, strategic and tactical asset allocation, active manager selection, and the development of Annex's discretionary managed portfolios. He is a member of the Investment Policy Committee and interacts closely with the firm's financial Advisors. Mr. Brown joined Annex in 2013 and has nearly 20 years of investment management experience. He holds a Bachelors of Business Administration degree in Finance from the University of Wisconsin – Milwaukee, holds his Chartered Financial Analyst (CFA) designation and is a member of the Chicago Quantitative Alliance (CQA). As a holder of the CFA designation, Dan is bound by the CFA Institute's Code of Ethics and Standards of Professional Conduct, which, among many other things, requires a charter holder to place the integrity of the investment management profession and the interests of clients above their own interests. With over 23 years of experience in investment management, trust and banking, Dan has a strong background in the financial services industry. Prior to joining Annex, Dan worked for 20 years at M&I Investment Management/BMO Global Asset Management as a Director and equity Fund Manager. While at M&I/BMO he managed numerous equity strategies including: dividend income, large-cap value, tax efficient, socially responsible and fundamental index. He managed both mutual funds and separate account strategies for a variety of clients utilizing active and passive management techniques. Dan is recognized as an inventor by the U.S. Patent office for two business method patents related to tax efficient investing. | ||
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