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Bmo Intermediate Tax Free Fund Class Y (MITFX)
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11.59
-0.00
0.00%
10/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 414.05M
BMO Intermediate Tax-Free Y
11.59
-0.00
0.00%
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MITFX Overview
On this page you'll find an in-depth profile of Bmo Intermediate Tax Free Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of MITFX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian Sipich | Vice President | 2016 | 2021 |
| Biography | Mr. Sipich joined BMO Asset Management Corp in 2015 where he serves as a Vice President and Portfolio Manager. Previously, Mr. Sipich was a quantitative analyst at Invesco Advisers and held various positions there since 2008. He is a CFA Charterholder. | ||
| Thomas M. Byron | Senior Portfolio Manager | 2015 | 2021 |
| Biography | Tom is a senior portfolio manager on the BMO Tax-Exempt Fixed Income Team. Before joining BMO Global Asset Management in 2015, Tom was a senior portfolio manager at Invesco. He began his career in the investment industry as a unit trust administrator for Invesco in 1981. Tom holds an M.B.A. in finance from DePaul University and a B.S. in finance from Marquette University. | ||
| Robert W. Wimmel | Head | 2015 | 2021 |
| Biography | Rob is the head of Tax-Exempt Fixed Income at BMO Global Asset Management. Rob began his career in the investment industry in 1992 and joined BMO Global Asset Management in 2015. Previously, Rob was head of investment-grade municipals at Invesco from 1996 to 2015. Rob holds an M.A. in economics from the University of Illinois at Chicago and a B.A. in anthropology cum laude from the University of Cincinnati. | ||
| Craig J. Mauermann | Vice President | 2015 | 2016 |
| Biography | Craig has managed the BMO Tax-Free Money Market Fund since its inception in 2004 and co-managed the BMO Ultra Short Tax-Free Mutual Fund since it began in 2009. Craig started working in the financial services industry in 1993 and in 1997 he started as a Municipal Bond Analyst for Strong Capital Management. He joined BMO Asset Management U.S. through an acquisition and started with the predecessor firm in 2004. | ||
| John D. Boritzke | Lead Portfolio Manager | 1994 | 2016 |
| Biography | 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. | ||
| Duane McAllister | - | 2007 | 2015 |
| Biography | Duane has more than 30 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Duane obtained his undergraduate degree from Northern Illinois University and earned the Chartered Financial Analyst designation in 1991. He is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Duane was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies. | ||
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