Stéphane Rochon, CFA, MBA
Vice President and Managing Director, Head of Private Client Research
Stéphane has over 15 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As the Head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team's publications. Stéphane is a CFA charter holder and holds an MBA from McGill University.
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. He also managed the Credit Suisse Focus List and outperformed the S&P 500 seven consecutive years. Prior to joining Credit Suisse in 2004, he spent six years working with a major Canadian bank in Toronto.
Chief Economist, BMO Capital Markets
Douglas Porter has over 25 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that won the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy, and was named by Bloomberg as top Canadian forecaster.
As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.
Before joining BMO, Mr. Porter held the positions of Economist and Country Risk Analyst with other Canadian financial institutions, and also worked at the Bank of Canada.
Mr. Porter has been a member of C.D. Howe’s Monetary Policy Council since 2008 and serves on the Investment Management Committees of the Bank of Montreal’s Pension Fund Society and Western’s Endowment Fund. He also sits on the Board of Directors of the Toronto Financial Services Alliance.
Mr. Porter, CFA, earned a Masters degree in Economics from the University of Western Ontario.
For Doug’s latest views on the economy, read his commentary Talking Points