Our Portfolio Management Team

Brian is the 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 U.S. and Canadian equity markets.

In his more than 32 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray. Brian is frequently quoted in the financial press, including regular appearances on CNBC, and BNN, and is renowned for his accuracy as a strategist.

Brian has been ranked as a Top Gun analyst by Brendan Woods since 2016. He holds a B.Sc. degree from St. Cloud State University and splits his time between the BMO offices in New York and Toronto.

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.