Our Portfolio Management Team

Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 20 years including 7 years in direct sales and trading. Early in his career, Richard worked as an interest rate Futures and Options institutional representative for BMO Nesbitt Burns Inc. and then for an international bank advising national and international clients. This was followed by a 3-year period as a provincial and municipal trader for the Private Client Division of BMO Nesbitt Burns Inc.

In 2001, Richard participated in the launch of the newly created Portfolio Services Group within the Private Client Division to provide a low-cost alternative for management of fixed income portfolios for high net worth individuals and institutional clients. Richard has been actively managing fixed income portfolios for more than 10 years. He has been a CFA Charterholder since 1999 and is a registered portfolio manager.

Russ Visch is PAT’s Technical Analyst, providing coverage on equity, commodity, fixed income, and currency markets. He has been a member of the Portfolio Advisory Team since he joined BMO Nesbitt Burns in 1996. Russ graduated from Carleton University with a degree in Economics, and completed the Market Technicians Association’s Chartered Market Technician program in 2000.

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.