Portfolio Management Team
BMO Nesbitt Burns' Private Client Division has assembled unique specialist groups to support our practice, which includes a research team that has been ranked #1 for 28 consecutive years in the prestigious Brendan Wood International survey. Leveraging their expertise, I am able to ensure that you receive access to the best advice in all areas concerning you and your family.
Stéphane Rochon, Vice-President and Managing Director, Head of Private Client Research
Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports. Prior to joining Credit Suisse in 2004, he spent six years working with RBC Dominion Securities in Toronto. Stephane is a Chartered Financial Analyst and holds and MBA from McGill University.
Richard Belley, CFA, Fixed Income
Richard has been involved with Fixed Income and Interest Rate Derivative markets for over 12 years and is the Fixed Income Strategist providing advice on building and maintaining fixed income portfolios to BMO Nesbitt Burns Investment Advisors.
Pat Keene, MBA, High Yield Equities
Pat has been in the investment business for 26 years and currently specializes in the preferred share and income trust markets. Pat and her team are a valuable resource on a wide range of high-yield equities and equity derivatives, and offer portfolio construction advice.
Russ Visch, CMT, Technical Analyst
Russ provides technical coverage on equity, commodity, fixed income, and currency markets. He has been a member of the Portfolio, Action & Research Team group since he joined BMO Nesbitt Burns in 1996.