Mark leads the North American-based Equities team that provides independent and objective guidance on individual stocks to BMO Private Wealth Investment Advisors, Portfolio Managers, and their teams across Canada and the U.S. Mark and the team are tasked with helping these professionals build scalable equity models that can be used across their practice, and ensuring that they and their clients are well supported with day-to-day counsel and thought leadership on relevant stocks, sectors, investment themes, and broad macro topics. Mark and the team collaborate closely with other internal investment strategy teams in BMO Private Wealth and partners across BMO Capital Markets and BMO Global Asset Management to bring the best of BMO to professionals and their clients.
Before joining BMO, Mark spent 25 years with RBC Dominion Securities where he assumed leadership positions across various investment management roles. This included coverage of U.S. equities, building out and supporting the firm's suite of guided portfolios, engineering a practice management and multi-asset class offering, and overseeing a team of individuals responsible for asset allocation, equity and fixed income security coverage, portfolio construction, practice management, and investment analytics.
Mark is a CFA Charterholder and holds a Bachelor of Commerce degree from McGill University.
