Richard Belley is a seasoned financial services leader who is passionate about fixed income strategies. In an industry preoccupied with equities, Richard specializes in simplifying fixed income investments and the interest rate markets and bringing them to life for advisors and investors. Fully bilingual, Richard has been with BMO Private Wealth and its predecessor firms for more than 25 years and in the industry almost 30. He was named Managing Director of the BMO Portfolio Services Group (PSG) in 2011 to head a team of Portfolio Managers and drive strategy. Richard helped launch this groundbreaking group in 2001, which is unique because, in addition to supporting advisors, it actively manages more than $2.5 billion for hospitals, foundations, municipalities, universities, corporations and high net worth individuals.
Also in 2011, Richard was named Fixed Income Strategist for BMO Private Wealth Canada. He helps advisors navigate interest rate markets and manage fixed income assets for high-net-worth clients and also supports their portfolio construction and business development activities. Richard holds the Chartered Financial Analyst (CFA®) designation, a Bachelor of Business Administration degree from HEC Montréal and his Portfolio Manager’s license. He is a member of the BMO Nesbitt Burns Asset Allocation Committee and the CFA Societies of Toronto and Montreal.