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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Chris McHaney | Portfolio Manager | 2013 | now |
自傳 | Chris has more than fourteen years of experience in the investment industry and currently serves as portfolio manager for derivative-based and equity-based portfolios. He has taken on numerous roles since joining BMO in 2002, including Manager of Investments for BMO Asset Management Inc. where he was responsible for mutual fund manager monitoring and selection. In this role, he was also responsible for overseeing the currency hedging program across the mutual fund platform. Chris holds a BBA from York University's Schulich School of Business and is a CFA Charterholder. | ||
Rob Bechard | Portfolio Manager | 2013 | now |
自傳 | 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. | ||
Daniel L. Sido | Senior Partner | 2004 | 2013 |
自傳 | 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. | ||
Jon K. Tesseo | Vice President | 1998 | 2009 |
自傳 | Jon Tesseo is a quantitative analyst on the Value team at Denver Investments. He is also a vice president at the firm. Prior to joining the firm in 2008, Mr. Tesseo was the investment director for OmniWealth Ltd. and was the director of research and a portfolio manager at Oak Research Inc. for three years where he developed and managed two market neutral funds. He also worked for five years as a portfolio manager at Harris Investment Management, managing small-cap value portfolios, and served as the director of research and portfolio manager for Navellier & Associates for eight years, managing multiple quantitative strategies. He began his career as a systems engineer for Lotus Development Inc. where he developed quantitative models for financial institutions. Mr. Tesseo received a BS from Bryant College. | ||
Thomas M. Corkill | Partner, Portfolio Manager | 1998 | 2001 |
自傳 | Corkill serves as partner and portfolio manager with Harris Investment Management. He joined the firm as an equity research analyst in 1982. He initially covered the capital goods industries and later took on the energy and media industries. In late 1984, he became fund manager in the special-funds group responsible for small-cap equity products. At the end of 1991, he assumed responsibility for managing the derivative-funds group, a group of index and enhanced-index funds. |
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