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Name | Title | Since | Until |
---|---|---|---|
Keith Patton | Portfolio Manager | 2018 | Now |
Biography | Keith joined BMO Global Asset Management in 2012 and plays a leading role in managing multi asset strategies and developing unconstrained fixed income solutions across the group. Prior to joining BMO Global Asset Management and after a brief period at Brevan Howard (the macro hedge fund) he became the global head of fixed income for UBS Wealth Management in Zurich and a member of the global asset allocation committee within the investment office. Keith graduated in 1989 from South Bank University in London with a BA (Hons) in Business Studies (specialising in Finance). | ||
Sujay Shah | Director | 2018 | Now |
James Lindley | Vice President | 2018 | Now |
Ian Robinson | Portfolio Manager | 2018 | 2023 |
Biography | Ian Robinson is Global co-Head of Income and Head of Credit EMEA. He joined the Group in 2002. Prior to this, Ian worked at WestLB Asset Management as a Fund Manager in the Global Fixed Income and Currencies team, with responsibilities for Sterling investments and global credit exposure. In 1996, Ian joined MGM Assurance as a Fixed Income Fund Manager, having started his career with Whittingdale in 1992. Ian obtained an MSc (Eng) in Integrated Management Systems in 1990, having graduated from the University of Birmingham in 1989 with a First Class BSc (Hons) in Software Engineering. | ||
Paul Taylor | CIO (Chief Investment Officer) | 2018 | 2018 |
Biography | Paul oversees asset allocation both from a strategic and tactical perspective for the firm’s multi-asset class strategies, in addition to being a member of its leadership team. He has 25 years of investment industry experience, 10 of which have been with BMO Financial Group. Paul earned his Bachelor of Arts (Economics) degree from the University of Western Ontario and his Masters of Business Administration (MBA) degree from Queen’s University. He is a CFA charterholder and a member of the CFA Institute and the Toronto CFA Society. | ||
Alfred Lee | Portfolio Manager | 2015 | 2018 |
Biography | Alfred has over 11 years of experience in the investment industry. Prior to joining BMO AM, Alfred spent four years at a large Canadian based brokerage covering ETFs as well as providing daily commentary to commodities, foreign exchange, international macro and sat on the investment committee that managed the firm’s active equity strategies. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, CMT and DMS designations. He is also a current member to the International Association of Financial Engineers (IAFE). | ||
Matthew Montemurro | Portfolio Manager | 2015 | 2018 |
Biography | Matt is responsible for managing and trading on behalf of the fixed income portfolios, as well as, assisting with currency hedging and managing the equity portfolios for the BMO Global Structured Investments team. Matt joined BMO Financial Group in 2009, as a part of the Wealth Management Associate program. Upon completion of the two year rotational program, Matt worked as a fixed income trader for the fundamental fixed income team at BMO Asset Management Inc. Matt graduated in 2009 with an Honours Business Administration degree from the Richard Ivey School of Business and is a CFA charterhold | ||
Rob Bechard | Portfolio Manager | 2013 | 2018 |
Biography | Rob Bechard has been in the investment industry since 1998. Prior to joining BMO, Rob was a fixed income portfolio manager at Barclays Global Investors for 7 years in both their London (UK) and Toronto offices. In addition, Rob has worked extensively on synthetic equity and currency hedged portfolios. Rob holds a BSc in mathematics from Queen’s University, Kingston, Canada and an MSc in mathematical trading and finance from City University Business School, London, England. He also has received his CFA designation. | ||
Isobel Lee | Head | 2007 | 2013 |
Biography | Isobel joined Insight in 1997 as a portfolio manager focusing on derivatives and fixed income. Over the past nine years she has been responsible for a wide range of fixed income portfolios and in 2005 she became head of global fixed income. She has over 19 years’ experience in investment management. Isobel holds a BSc honours degree in Mathematics from Manchester University. She also holds the Investment Management Certificate from the UK Society of Investment Professionals. | ||
Dale Thomas | Other Executives | 2001 | 2013 |
Biography | Dale joined Rothschild (now Insight Investment Management) in 1995. He is responsible for Japanese research, overseeing currency research, and the management of non-dollar bond portfolios. Dale has more than 10 years of experience managing fixed income portfolios. He previously spent six years at the Bank of England. Dale has a BA in Mathematics from Kings College, Cambridge University, an MSc in Operational Research from Lancaster University, and a Post-Graduate Certificate in Economics from London University. |
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