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MFWire: BMO Funds
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BMO Global Asset Management Corp.
115 South LaSalle
11th Floor
Chicago, IL  60603
Google Maps

Main Phone: 800-580-3863
Web Site: http://www.bmofundsus.com

Mutual Fund Brand(s)
BMO Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    BMO Global Asset Management U.S. is the U.S. arm of BMO GAM, the multinational asset manager of a Canadian bank, BMO Financial Group. BMO (the Bank of Montreal) was established in 1817 and has a host of financial services business lines, including: commercial banking, investment banking, personal banking, and wealth management, as well as asset management.

    BMO bought M&I (Marshall & Ilsley) in 2011, and that deal brought along a U.S. mutual fund business. In 2012 the Marshall Funds became the BMO Funds. The mutual fund family traces its roots back to 1992.

    The BMO GAM network includes more than 20 offices, including teams in Chicago and Milwaukee, as well as Hong Kong-based Lloyd George Management, Toronto-based Monegy, London-based Pyrford International and U.S.-based Taplin, Cania & Habacht. Chicago, Hong Kong, London, and Toronto are BMO GAM's primary investment centers.
    Sponsored Opportunities

    Key People:
    Kristi Mitchem
    CEO, BMO Global Asset Management
    Richard Wilson
    CEO, Chief Investment Officer, BMO Global Asset Management
    Phil Enochs
    Head of BMO GAM U.S., Head of Distribution and Client Management for BMO GAM U.S., BMO Global Asset Management
    John Blaser
    President and Director, BMO Funds U.S.
    Joan Mohammed
    Chief Operating Officer, BMO Global Asset Management
    David Logan
    Head of Distribution, BMO Global Asset Management
    Ben Jones
    Managing Director, Head of Intermediary Distribution, BMO Global Asset Management U.S.
    Chris Barlow
    National Director, Defined Contribution Investments, BMO Global Asset Management
    Mike Robinson
    National Director, Subadvisory and Private Bank National Accounts, BMO Global Asset Management
    Ernesto Ramos
    Managing Director, Head of Equities, BMO Asset Management U.S.
    Peter Arts
    Managing Director, Head of Fixed Income, Chicago & Toronto, BMO Global Asset Management
    Dave Majewski
    Managing Director, Head of Client Service, BMO Asset Management U.S.
    Janelle Woodward
    Managing Director, Global Co-Head of Income — Head of Fixed Income, Miami, BMO Global Asset Management
    Steve Ilott
    Head of Multi Asset and Alternative Investment, CIO U.S., BMO Global Asset Management
    Rob Wimmel
    Managing Director, Head of Municipal Fixed Income, BMO Global Asset Management
    Mark Osterkamp
    Managing Director, Head of Institutional Distribution, BMO Global Asset Management U.S.
    Story Archive for BMO Global Asset Management Corp.
    Published On Story Headline Publication
    3/6/2024 2024's Eight Most Ethical Fund Firms MFWire.com
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    1/23/2023 Catalyst Leads With $2.2B MFWire.com
    12/20/2022 A Liquid Alts Shop Leads With $196MM MFWire.com
    11/17/2022 An ETF Shop Leads For Seven Months and Counting MFWire.com
    6/21/2022 A Texas Startup Wins In May MFWire.com
    5/25/2022 A Multiboutique Wins As Micro Firms Buck the Industry's Flows Pain MFWire.com
    3/15/2022 2022's Six Most Ethical Fund Firms MFWire.com
    2/8/2022 The 41 Best Fund Firms For LGBTQ+ Workers MFWire.com
    1/21/2022 With $2B of Inflows, an Ex-TAMP Leads This Pack MFWire.com
    6/21/2021 Three CEOs Talk DE&I and WFH MFWire.com
    8/3/2020 A Veteran DC AM Leader Takes Over an EM Team 401kWire.com
    12/5/2019 A Multinational AM's Parent Trims Five Percent MFWire.com
    12/2/2019 Week In Preview, December 2-8 MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    5/15/2019 M* Dominates This Pack MFWire.com
    3/18/2019 Week In Preview, March 18-24 MFWire.com
    2/26/2019 Three Months, $1.311B MFWire.com
    1/23/2019 A San Fran Fundster Takes Over a $320B AUM Multinational MFWire.com
    10/8/2018 Week In Preview, October 8-14 MFWire.com
    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    2/23/2018 Enochs Continues BMO GAM's Transformation Journey MFWire.com
    8/29/2017 Follow the Fundsters - August 29, 2017 MFWire.com
    7/3/2017 Follow the Fundsters - July 3, 2017 MFWire.com
    5/12/2017 Filings for Fundsters - May 12, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/17/2017 Follow the Fundsters - January 17, 2017 MFWire.com
    11/7/2016 People on the Move - November 7, 2016 MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    10/25/2016 Fundsters Meet in Beantown as Directors Meet in Chitown MFWire.com
    9/16/2016 Filings for Fundsters - September 16, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    5/9/2016 Who Will Take Over BMO GAM in the U.S.? MFWire.com
    1/27/2016 A $10.4B Boutique's Co-Founder Passes the Torch MFWire.com
    10/13/2015 Two Co-PMs Leave a $1.2B Suite of Asset Allocation Funds MFWire.com
    7/6/2015 You've Just Sold Your 401k Recordkeeping Biz. What Are You Going to Do Next? MFWire.com
    6/26/2015 OneAmerica Acquires, Swells Its AUA By $26 Billion MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    1/29/2015 Introducing a Bigger BMO GAM U.S. MFWire.com
    6/3/2014 Is BMO's Phil Enochs Like Gen. Patton? MFWire.com
    1/31/2014 BMO Seals a $1.2B Deal Across the Pond MFWire.com
    11/25/2013 Product Explosion at a $125B Giant Continues with a Frontier Fund, and an Alt MFWire.com
    10/14/2013 kasina: Advisors Want You Online, Big Time MFWire.com
    10/1/2013 BMO Puts on a New Face, Online MFWire.com
    9/30/2013 BMO Hires Two MFWire.com
    9/4/2013 BMO Unveils New Crop of Retirement Funds MFWire.com
    8/22/2013 BMO Revises PM Info For a Bond Fund MFWire.com
    8/21/2013 LPL Teams up with Two RKers 401kWire.com
    7/25/2013 BMO Amends Three PM Lists MFWire.com
    7/12/2013 BMO Strategizes With New Positions MFWire.com
    6/26/2013 BMO Lures an Equity Honcho from Barclays MFWire.com
    6/25/2013 BMO Global's Branching Down Under MFWire.com
    6/20/2013 BMO's New Accounts Director Speaks MFWire.com
    4/30/2013 A $125B Firm Names a Head of Fixed Income MFWire.com
    3/19/2013 Undiscovered Funds' PMs Make Their Case to the Media MFWire.com
    2/28/2013 Three Things to Know from BMO's Earnings MFWire.com
    2/13/2013 BMO Hires a Intermediary Exec MFWire.com
    1/24/2013 BMO Reaches $10B MFWire.com
    1/23/2013 Which New Funds' PMs Eat a Lot of Their Own Cooking? MFWire.com
    11/29/2012 BMO Unveils a Tax-Free Fund MFWire.com
    11/19/2012 McInerney Focuses BMO on Consultants and Stays Open to Deals MFWire.com
    11/7/2012 BMO Hires Four in Institutional Sales MFWire.com
    10/10/2012 Another Firm Joins the ETF Fee War MFWire.com
    10/1/2012 BMO's Mantra for The US Is "Grow, Grow, Grow." MFWire.com
    6/22/2012 McInerney Reaffirms BMO Funds' Love of Milwaukee MFWire.com
    3/9/2012 And the Lipper Fund Awardees Are... MFWire.com
    3/25/2011 A Fund Legal Expert Returns to U.S. Bancorp MFWire.com
    12/17/2010 A Fund Firm's Parent is Sold MFWire.com
    8/18/2010 Marshall Funds Hires a Distribution Exec MFWire.com
    8/5/2005 Fidelity Lets Off Marshall Funds After Error MFWire.com
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