Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:BMO Strategizes With New Positions  Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 12, 2013

BMO Strategizes With New Positions

Reported by Nicole Spector

BMO Global Asset Management [profile] is deepening its bench in institutional sales, and trust and custody, assigning two employees, Sean Curry and Kimberly Palleon, brand new positions.

Curry has been added to its institutional sales team, and will fill the role of relationship manager, consultant relations in the Central and Eastern U.S. He is based in Chicago.

Palleon, as manager for trust and custody services, will oversee the trust and custody relationship management team. She has been with BMO since 1999, initially serving as a relationship coordinator on the retirement services relationship management team. In 2005, she became a relationship manager on BMO's not-for-profit services team.

Curry is also a veteran BMO-er. He joined the firm in 2005 and has focused on relationship management for asset management.


Company Press Release

BMO Global Asset Management Strengthens

Institutional Sales, Trust and Custody Efforts

  CHICAGO, July 11, 2013 – BMO Global Asset Management announced the expansion of its Institutional Sales team with the addition of Sean Curry as Relationship Manager, Consultant Relations, and of its Trust and Custody team with the appointment of Kimberly Palleon as Manager for Trust and Custody Services. Curry will provide dedicated relationship management to investment consultants based in the Central and Eastern U.S. Palleon will oversee the Trust and Custody relationship management team.

Curry has more than 13 years of experience in investment and institutional relationship management. He joined BMO in 2005 and has focused on relationship management for asset management clients in the U.S. In addition, he has played a key role in identifying new institutional opportunities with current clients and national consultants. His past experience includes roles with multiple leading financial services companies. Curry has earned an MBA in Finance from Babson College. He will be based in Chicago.  

“Sean’s extensive experience, investment knowledge and leadership skills will be invaluable in strengthening and complementing BMO’s dynamic Institutional Sales team,” said Jennifer Pedigo, Managing Director – Head of Institutional Sales, BMO Global Asset Management.  

Pedigo added that she continues to seek out innovative and seasoned professionals to further strengthen her Institutional Sales team.  

Joining BMO in 1999, Palleon first served as a Relationship Coordinator on the Retirement Services relationship management team. In 2005, she became a Relationship Manager on the newly-established Not-for-Profit Services team. Palleon has over 13 years of experience administering custody, foundation, endowment, and master custody relationships and has extensive experience with securities lending. She has earned a BBA in both Finance and Marketing.  

"With Kim's strong track record at BMO, her new leadership role will be of great benefit to our Trust and Custody clients. She shares our continued commitment to being a premiere, Trust and Custody services provider," said Todd Perala, Director, Retirement and Trust and Custody Relationship Management, BMO Global Asset Management. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. WE Philadelphia - Fall Networking Happy Hour, October 16
  2. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  3. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  4. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  5. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  6. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  7. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  8. Samfund Soiree Manhattan 2025, October 23
  9. Tiburon CEO Summit XLIX, Oct 27-29
  10. IDC Fund Directors Conference, Oct 27-29
  11. 2025 Sohn San Francisco Investment Conference, October 28
  12. IMEA Leadership Planning Meeting, October 28
  13. IMEA Leadership Summit, Oct 28-29
  14. IMEA Rising Star luncheon, October 28
  15. IMEA Boutique Managers luncheon, October 28
  16. IMEA Philanthropic Day, October 28
  17. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  18. Schwab Impact 2025, Nov 2-4
  19. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  20. MFDF In Focus webinar - Audit Committee Chair, November 5
  21. IMEA Digital Marketing Roundtable, November 5
  22. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  23. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  24. ALFI Roadshow to Houston, November 13
  25. 2025 Expect Miracles In Boston Gala, November 13
  26. ICI Retail Alternatives and Closed-End Funds Conference, November 20




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use