Multi-Asset solutions

Kelvin joined the Multi-Asset Solutions team in January 2022 where he is responsible for portfolio rebalancing, research, operations, and research. He previously was employed with a boutique asset management firm in Toronto as a research associate before joining RBC Capital Markets as an analyst. He has passed all three levels of the CFA program.

Chloe previously worked at Neuberger Berman as a Quantitative Investment Analyst before joining BMO GAM, where she is now responsible for portfolio analysis for the Multi-Asset Solutions team. Her experience is in portfolio management and quantitative research. She holds a bachelor’s degree from the University of Waterloo and a master’s degree in mathematical finance from the University of Toronto.

Jose holds a bachelor degree in political science and economics from Rafael Urdaneta University and a master’s degree in global affairs from the University of Toronto. He is a CFA level III exam candidate. Previously, he worked as a senior quantitative research analyst at Orenda Software Solutions, holding that position for over two years.

Yifei joined the Multi-Asset Solutions team in January 2022, where he is responsible for day-to-day portfolio management, trading, and asset allocation research. He entered the financial services industry in 2015 with his previous roles focusing on derivatives as well as quantitative analysis. He is a CFA charter holder and also holds the CAIA designation.

Howard is currently Vice President of Multi-Asset Solutions and is responsible for investment strategy research and implementation with a quantitative focus. Previously, he was a senior researcher in the Systematic Investments team and a senior analyst in the Strategic Solutions Group where he developed multi-asset solutions and targeted research for institutional clients. Howard has over two decades of experience in the investment industry. Prior to BMO GAM, he held senior role at a fund-of-hedge-funds company and TD Securities with responsibility for asset-liability management, portfolio construction, quantitative modeling and enterprise system development. He has a B.Math., Honours in Computer Science with a minor in Economics from the University of Waterloo, followed by an M.Sc. from Stanford University in Engineering Economic Systems. Howard holds the Financial Risk Manager (FRM) designation.

Taylor joined BMO Global Asset Management in July 2023 as an Associate Portfolio Manager for the Multi-Asset Solutions (MAST) team. Previously, Taylor worked at Sun Life Global Investments where he held a few Roles. He worked on the Product team for 2 years then moved over to the Multi Asset Solutions Portfolio Management team where he started as an Analyst, then Senior Analyst and eventually became an Associate Portfolio Manager. He was at Sun Life for a total of 7 years. Taylor graduated from Queens in Applied economics in 2013. He is a CFA charterholder.

Francois-Xavier is an Associate Portfolio Manager in the Multi-Asset Solutions team at BMO Global Asset Management and focuses on Portfolio Construction and Implementation and leveraging the risk infrastructure. He has 20 years of experience in the investment industry and before joining BMO GAM in March 2019, Francois-Xavier was a Systematic Portfolio Manager at CDPQ focussing on global-macro cross-asset strategies and cross-asset factor investing since 2014. From 2007 to 2014, he successively occupied role of systematic currency Portfolio Manager and Director Quantitative Research at CDPQ. Prior to joining CDPQ, he worked at Montrusco Bolton as Senior Quantitative Analyst working on portfolio construction for asset mix purposes from 2005 to 2007; and for TAL Global Asset Management from 2002 to 2005, as Quantitative Analyst and Currency Market Analyst. Francois-Xavier has a B.A. in Economics and a M.A. in Econometrics from the University of Montreal, and holds the Financial Risk Manager (FRM) and CIM designations.

Steve has a decade of experience in the investment industry, and currently serves as a portfolio manager as part of the Multi-Asset Solutions team at BMO Global Asset Management. In addition to portfolio management responsibilities, he is responsible for generating macro investment ideas, analyzing portfolio strategies, and championing the fund of fund solutions. Steve holds an HBA from the Richard Ivey School of Business at the University of Western Ontario. He is a CFA and CAIA charterholder. He has a number of industry credentials including Financial Risk Manager (FRM), Professional Risk Manager (PRM), and Certificate in Investment Performance Measurement (CIPM).

Robert Armstrong has over two decades of experience in the investment industry. He currently serves as Portfolio Manager in BMO Global Asset Management’s Mult-Asset Solutions Team. He develops a strategic asset allocation outlook and tactical investment ideas, which he implements across a wide range of client portfolios. Robert has a diverse investment industry background and most recently held the position of Vice President, Head of Managed Solutions. Prior to BMO, he served in various investment director roles at an independent fund company. He holds a Masters of Business Administration from Laurentian University; and a Master of Science, International Securities, Investments and Banking, from University of Reading. He is a CFA charterholder. Robert is a strong advocate for the investor and is a frequent voice in the media and investment conferences

Marchello oversees BMO GAM’s multi-asset investment solutions. Previously, he held the role of Portfolio Manager at CI GAM. Prior to that, he worked at a major global consulting firm, where he assisted a wide variety of institutional clients with asset liability modeling and investment manager research. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.

Before joining BMO GAM, Fred was Chief Macro Strategist for Canada at TD Securities since 2017. Prior to that, he was at Credit Suisse Asset Management in New York where he worked as a Portfolio Manager focused on systematic, global-macro trading strategies. Before moving to capital markets in 2008, Fred was a Principal Researcher at the Bank of Canada, building various short-term macro forecasting models for the Canadian economy and wrote several working papers documenting his empirical research. Fred also worked as a quantitative analyst at Caisse de Dépôt et Placement du Québec where he built and managed systematic macro strategies. Fred holds a B.A. in Economics from Concordia University and M.A. in Economics from the University of Ottawa.

Steve started his career in the investment industry in 1994, holding several senior roles in sales and product management before moving into the role of portfolio manager in 2013. He joined BMO in 2008, with primary responsibility for oversight of the selection and monitoring of internal and external fund managers, and asset allocation of the firm’s fund of fund solutions and other products. He is a graduate of the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.

Brittany is Senior Analyst, Multi Asset Solutions, in the Toronto office. As part of the MAST team, Brittany focuses on developing capital markets views in collaboration with the global team and bringing greater depth to BMO’s research on Canadian capital markets.  Before joining BMO GAM, Brittany was Macro Strategist at TD Securities in London and Toronto since 2016. Prior to that, she was at Crédit Agricole CIB in New York where she worked as Economist and FX Strategist focused on the U.S. and Canada. Brittany holds a B.A. in Economics from Georgetown University and Ph.D. in Economics from Boston University.