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Bmo Core Plus Bond Fund Class I (MCBIX)
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11.62
-0.01
-0.09%
- Morningstar Rating:
- Total Assets: 869.66M
BMO TCH Core Plus Bond I
11.62
-0.01
-0.09%
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MCBIX Overview
On this page you'll find an in-depth profile of Bmo Core Plus Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of MCBIX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Frank J. Reda | Portfolio Manager / Head of Trading | 2015 | 2021 |
| Biography | Frank is responsible for the firm’s investment policy and strategy and manages client portfolios. As head of trading, he oversees trading and broker relationship management. He joined the team in 2001. Frank holds an M.S. in finance from Florida International University and a B.S. in economics and finance from Barry University. He was awarded the Chartered Market Technician (CMT) designation in 2011. | ||
| Scott M. Kimball | Portfolio Manager | 2012 | 2021 |
| Biography | Scott is responsible for the firm’s investment policy and strategy and manages client portfolios. He joined BMO Global Asset Management in 2007 and served as a research analyst prior to joining the portfolio management team in 2011. Previously, Scott held positions at Merrill Lynch and other boutique investment firms. Scott holds an M.B.A. from the University of Miami and a B.A. in international business from Stetson University. He is also a CFA® charterholder. | ||
| Janelle Woodward | President | 2015 | 2020 |
| Biography | Janelle Woodward joined MacKay as President in 2020. She partners with the Chairman and Chief Executive Officer to oversee the firm’s autonomous investment teams, as well as partners with the Head of Global Distribution to further address growing demand for custom investment solutions. Additionally, she sits on the Senior Leadership Team and leads the firm’s Diversity and Inclusion initiatives. Prior to joining MacKay, she worked at BMO Global Asset Management, where she served as Global Head of Fixed Income. Janelle also served as President and Portfolio Manager of Taplin, Canida & Habacht, LLC (TCH), an independently regulated subsidiary of BMO focused on fixed income strategies and and was executive sponsor and advocate for diversity and inclusion initiatives within BMO and across the financial services industry. She holds an M.B.A. from Kellogg School of Management of Northwestern University, a B.S. in business systems from Taylor University and is a CFA charter holder. She has been working in the investment industry since 2001 | ||
| Daniela M. Mardarovici | Portfolio Manager | 2012 | 2019 |
| Biography | Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, | ||
| William James Canida | Principal | 2008 | 2017 |
| Biography | Mr. Canida has been a Portfolio Manager at Taplin, Canida & Habacht since 1985. He is responsible for the firm’s investment policy and strategy and managing client portfolios along with the firm’s other portfolio managers. Mr. Canida has 37 years of investment experience including Senior Investment Officer of Harris Trust Company of Florida, Amerifirst Trust Company and Southeast Bank. Mr. Canida holds a BA and an MBA from Indiana University and was awarded the CFA designation in 1982. | ||
| Alan M. Habacht | Portfolio Manager | 2008 | 2016 |
| Biography | Mr. Habacht is a Vice President and Principal of Taplin, Canida & Habacht and has spent the past 43 years in the securities and investment management business, including 25 years with TCH. In addition to portfolio management, Mr. Habacht shares client service responsibilities with the other portfolio managers. Mr. Habacht previously served as Senior Vice President and portfolio manager for INVESCO Capital Management, general partner of Weiss, Peck and Greer; Vice President of Alliance Capital Management and Vice President of Bache & Co. Mr. Habacht is a graduate of Boston University. | ||
| Tere Alvarez Canida | Co-Portfolio Manager | 2008 | 2015 |
| Biography | Canida is a co-portfolio manager, Vice President and managing principal of Taplin, Canida & Habacht, LLC. Joined TCH in 1985. She previously served as vice president and senior investment officer of Southeast Bank. Ms. Alvarez Canida is a CFA Charterholder. | ||
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