Executive leadership
Meet the BMO Global Asset Management (GAM) team, committed to offering innovative solutions to address our clients’ evolving investment needs.
Meet the team
BMO GAM’s executive team consists of highly accomplished professionals with deep industry knowledge and an unwavering commitment to creating long-term value for our clients.
Asma Panjwani
Asma Panjwani currently serves as Head, Distribution & Client Management at BMO Global Asset Management. She focuses on expanding distribution channels and driving sales strategies across Canada. She is a seasoned executive in capital markets and investment banking, specializing in structured note solutions. With nearly two decades of experience, including roles at CIBC, Morgan Stanley, Goldman Sachs, Citigroup and HSBC, Asma brings a wealth of knowledge and expertise to her leadership positions. She graduated as Valedictorian from McGill University with a Bcomm (Honours) degree in Finance and Accounting.
Brad Gerster
Brad Gerster is Head of Product for BMO Global Asset Management (BMO GAM). In this role, he is responsible for directing BMO GAM’s product strategy and managing its product shelf. This responsibility encompasses all of the forms that an asset management products may take (including mutual funds, ETFs, other investment vehicles and managed accounts) and all of the channels through which these products may be distributed. Brad and his team work closely with BMO GAM’s investment and distribution professionals in order to establish and maintain the products that best serve the needs of its clients. Brad brings over 30 years of experience to this role, and has worked on both the sell side and the buy side of the financial industry. He joined BMO GAM from Franklin Templeton’s Canadian business, where he held a similar role. Prior to that, Brad spent 13 years at Mackenzie Investments, where he was a Senior Vice President in its Product department and later the Head of its Fund Tax Services department. Before moving to the buy side, Brad spent ten years in the derivatives business, working on both the sales and trading sides of the business for Bankers Trust, CIBC and finally RBC. Brad holds an Honours Bachelor of Arts in Business Administration from the Ivey Business School at Western University. He graduated With Distinction.
David Hudson
David joined BMO Global Asset Management in September 2022 and is currently the Head of the Structured Solutions team, responsible for building new initiatives within the organization.
David previously spent over 10 years in the capital markets division at another Canadian Bank, where he developed novel financial products for retail investors. David started his career as a corporate lawyer in Toronto and has extensive experience in derivatives and structured products.
David holds a joint Master of Business Administration / Bachelor of Laws degree from the Schulich School of Business at York University and Osgoode Hall Law School in Toronto.
Sara Petrcich
As head of ETFs and Structured Solutions, Sara manages the BMO GAM Investment Teams responsible for all passive Investments, defined outcome, synthetic and rules-based investments, including the Quantitative Investment Team and Liquid Alternative Investments. She also leads the manufacturing of new and innovative products across these strategies in the Structured Solutions group which are exotic derivatives based, novel investment solutions. Sara is also responsible for Collateral Optimization across BMO GAM. Sara sits on the BMO GAM Executive Committee and the Executive BMO GAM sponsor for DEI.
Sara joined BMO GAM in August 2022 after a successful 20+ year career in Capital Markets where she grew her career in structured products trading of credit, equity and interest rate exotic derivatives, proprietary trading, Head of XVA, as well as one and a half years in the Bank on secondment for the CFO & Group Treasurer at one of Canada’s largest Banks. Sara was in a senior leadership role at BMO Global Markets as Head of Risk Strategy and part of BMO Global Markets’ leadership team, leading the business’s risk-taking strategies. She was the exclusive trusted risk advisor to the Head of Global Markets.
Sara also acts as a trusted risk advisor to the CEO of BMO GAM and Group Head of BMO Wealth.
She holds a Bachelor degree in Economics and Mathematics from the University of Ottawa.
Peter Intraligi
Peter is the Chief Operating Officer for BMO Global Asset Management. He joined the company in 2020. Prior to working with BMO, Peter spent 20 years with Invesco. During that time he held a number of roles, most recently serving as the Head of Wealth Management intermediaries for the Americas and President & Chief Operating Officer for Canada. Peter is a recognized leader within the asset management industry, pioneering an entirely new way of transacting in mutual funds with the launch of Platform Traded Funds™, advancing digital onboarding tools for advisors and independent distributors, and implementing advanced analytic capabilities. He holds an M.B.A. from the Rotman School of Management and a BASc in engineering from the University of Toronto.
Jeffrey Shell
Jeff joined BMO Global Asset Management in August of 2021 from BMO Capital Markets, where he served as head of Global Financial Institutions, with responsibilities that included serving Asset and Wealth managers. Previous to this, Jeff had a number of leadership roles at BMO including heading Trade Finance, Treasury & Payments Solutions and Asia Corporate Banking, in addition to serving as an advisor in Corporate Strategy. Prior to BMO, Jeff worked as a strategy consultant, as a university researcher and as an entrepreneur. He has authored a number of patents related to advanced technology interface design. He holds a Master’s degree in Computer Science from Queen’s University and an MBA from Cornell University.
Bill Bamber, CFA
Bill Bamber joined BMO Wealth Management in April 2022 as Head of Synthetic Asset Management and is currently the CEO of BMO Global Asset Management. Bill has more than 30 years of experience in the Financial Services Industry, including extensive experience in International Capital Markets, most notably in exotic derivatives spanning all asset classes as well as global structuring and structured products.
Prior to joining BMO, Bill oversaw Structured Products and Quantitative Investment Strategy businesses globally and led many ground-breaking initiatives and innovative indices. He has held senior positions at International and North American financial institutions including a focus on equity derivative structuring in the Americas.
Bill is well-known as an innovator in the investment industry with an outstanding track record for product firsts around the world. This includes pioneering the world’s first Emerging Market ETF (STX40 SJ Equity) and creating the first MLP-linked security both inside (AMJ US Equity) and outside of the U.S. He was also the first to create a listed trading platform for zero-coupon South African gilts.
Bill is a Chartered Financial Analyst (CFA) and holds both a Master of Management Analytics and a Master of Business Administration from Queen’s University.
Ross F. Kappele, CFA
Ross brings over three decades of investment industry experience to his advisory role. Previously, as Head of Client Management at BMO Global Asset Management, he played an instrumental role in shaping the distribution strategy for both Canadian retail and institutional products. A Chartered Financial Analyst, Ross holds a B.A. in Economics from the University of Western Ontario. He also actively contributes to the industry while serving as a director and member of the executive committee at the Investment Fund Institute of Canada (IFIC).
Sadiq S. Adatia, CFA, FSA, FCIA
As Chief Investment Officer, Sadiq S. Adatia manages the BMO Global Asset Management (BMO GAM) Investment Teams and sits on the BMO GAM Executive Committee. He is responsible for overall investment strategy and risk management across BMO GAM’s investment solutions. He oversees asset allocation, portfolio structure, trading, portfolio analytics and investment governance across all traditional asset classes. Sadiq joined BMO GAM in August 2021, bringing with him strong knowledge and expertise in managed solutions, risk management, derivatives and tactical asset allocation. Sadiq’s investment knowledge is widely sought after in the broader investment community by media outlets such as CNBC, BNN/Bloomberg and Reuters. Before joining BMO GAM, Sadiq was Chief Investment Officer at Sun Life Global Investments and Russell Investments Canada. Prior to that, he worked at Mercer as Business Leader for Investment Consulting for Central Canada. Sadiq holds an Honours Bachelor of Mathematics degree in Actuarial Science & Statistics from the University of Waterloo. He is also a CFA Charter holder and is a Fellow, both of the Society of Actuaries (Investment Specialty Track) and the Canadian Institute of Actuaries.
Disclosures:
BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.
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