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Name | Title | Since | Until |
---|---|---|---|
Ernesto Ramos | Portfolio Manager | 2021 | Now |
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. | ||
J.P. Gurnee | Vice President | 2020 | Now |
Biography | Mr. Gurnee joined BMO Asset Management Corp. in 2018 where he currently serves as a Vice President and Portfolio Manager. Previously, Mr. Gurnee was an analyst at Northern Trust from 2016-2018 and at Calamos Investments from 2014-2016. He is a CFA Charterholder. | ||
Jason C. Hans | Equity Portfolio Manager | 2012 | Now |
Biography | Jason joined BMO Asset Management Inc in 2008 and is responsible for equity portfolio management and research. Jason began his experience in the investment industry in 1998, and was the Managing Director, Head of Research for Quantitative Services Group. Jason holds an MBA in Finance from Notre Dame and a BS in Business, with a major in Finance and a minor in Physics from Miami University. In addition, Jason holds the Chartered Financial Analyst® (CFA) designation, is a member of the CFA Institute, the CFA Society of Chicago and the Chicago Quantitative Alliance | ||
David A. Corris | Portfolio Manager | 2013 | 2021 |
Biography | 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. | ||
Ernesto Ramos | Portfolio Manager | 2012 | 2020 |
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 L. Sido | Senior Partner | 2012 | 2013 |
Biography | Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University. | ||
Robert G. Cummisford | Vice President | 2007 | 2012 |
Biography | As Chief Investment Officer, Rob is responsible for leading the firm's investment policy committee which provides asset allocation, portfolio modeling, capital market assumptions and investment manager guidance to clients. Rob also conducts manager research on traditional long-only and alternative investments. He provides client service to a number of CMC institutional clients. Rob has 25 years of financial industry experience including leadership positions in equity mutual fund management across a variety of styles and market capitalizations using both fundamental and quantitative techniques. In addition, he has been responsible for client portfolio management, quantitative securities research, mutual fund research, asset allocation analysis, and training. He has provided guidance to institutions and advisors on manager selection, asset allocation, and investor profiling. Rob co-authored Investing in Global Hard Assets: A Diversification Tool for Portfolios for Van Eck Global. Rob earned his Chartered Financial Analyst (CFA) designation in 1995 and is a member of the CFA Society of Milwaukee and the CFA Institute. He received his Bachelor of Arts degrees, cum laude, in Economics and Behavioral Sciences from Lake Forest College in 1990. | ||
Alan Creech | Portfolio Manager | 2007 | 2012 |
Biography | Creech is a portfolio manager of M&I and previously served as an analyst at Banc One Investment Advisors. | ||
Mary R. Linehan | Director | 2003 | 2007 |
Biography | Linehan, is a Director of MSA and joined Northwestern Mutual in 2007.Prior to joining the company,Linehan was a Fund Manager for Marshall and Ilsley Corporation (M&I) from 2003-2007. During the time period from 1989 to 2003, She held various investment positions at M&I, Strong Funds and Heartland Funds. | ||
William J. O'Connor | Vice President | 1996 | 2003 |
Biography | O'Connor is currently a vice president with M&I Investment Management Corp. Prior to returning to M&I in February, 1995, he was a vice president and director of equity research at Arnold Investment Counsel. O'Connor had been a vice president, portfolio manager, and research analyst with M&I from 1979 to 1991 prior to joining Arnold. His team's style of equity management is growth & income. O'Connor holds the Chartered Financial Analyst designation. |
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