Investment Strategy Partners


Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy publications on a regular basis, with particular focus on both the US and Canadian equity markets. In his more than 26 years in the investment industry, Brian has held various strategy and research positions, most recently as the Chief Investment Strategist at Oppenheimer & Company. He has also spent time as the Chief US sector Strategist at Merrill Lynch and the fundamental market strategist at Piper Jaffray. Brian is frequently quoted in the financial press, including regular appearances on CNBC, as well as other media outlets such as Bloomberg and BNN. In addition, he was named the most accurate strategist on Wall Street according to a 2004 poll conducted by USA Today. Most recently, his forecast for the US stock market in 2012 was within one point, while his 2014 forecast missed by less than 9 points. Brian holds a B.Sc. degree from St. Cloud State University and is located in both New York and Toronto


Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 20 years, including seven 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 an international bank advising national and international clients. This was followed by a three-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.
In 2011, Richard assumed the role of Fixed Income Strategist for the Private Client Division of BMO Nesbitt Burns and is a member of the Investment Strategy Committee.