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Jeffrey Shell, MBA
Jeffrey joined BMO Global Asset Management in August of 2021 where he currently serves as Head of Alternatives, Commercial ESG and Innovation. He is responsible for driving innovation across BMO Wealth via key themes such as machine learning and hypersonalized investment experiences. Jeffrey brings with him over 10 years of experience throughout BMO, including roles in corporate strategy as well as global trade and banking. Jeffrey graduated with an MBA from Cornell University and a MSc from Queen’s University.
Kristi Mitchem is Co-Chief Executive Officer and head of BMO Global Asset Management (BMO GAM), BMO’s asset management division, where she co-leads a team of investment professionals dedicated to delivering investment solutions across a range of asset classes including multi-asset, alternative and more traditional exposure to listed fixed income and equities. Prior to joining BMO in 2019, Ms. Mitchem served as the CEO of Wells Fargo Asset Management where she led 28 autonomous investment teams. She has more than 20 years of experience in roles related to asset management, defined contribution pension plans and equities markets at State Street Corporation, BlackRock, and Goldman Sachs. Ms. Mitchem is a passionate advocate for diversity and inclusion. At State Street she was a driving force in bringing to market a gender diversity index exchange-traded fund (ticker: SHE) designed to invest in U.S. companies committed to advancing the roles women play in their management and on their boards. Ms. Mitchem was named one of the Most Influential Women in Bay Area Business by the San Francisco Business Times in 2018, as one of the Top Women in Asset Management by Money Management Executive in 2017, and as one of Treasury & Risk’s Top 100 Influential People in 2008. She is also listed in several patent filings focused around guaranteed income requirements. Ms. Mitchem earned a bachelor’s degree in political science from Davidson College, where she graduated summa cum laude and was awarded First Honors. She earned a master’s degree in business administration from the Stanford Graduate School of Business, where she was an Arjay Miller Scholar. She is also a Fulbright Scholar.
Alfred Lee, CFA, CMT, DMS
Alfred is a portfolio manager at BMO Asset Management Inc. where he manages fixed income and preferred share related mandates for both institutional and retail clients. As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios including Canadian bonds, U.S. investment grade, high yield, European and Asian bonds, emerging market debt and others. Previously, he worked for a large Canadian based brokerage developing ETF related strategies and sat on the firm’s investment committee. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician and Derivatives Market Specialist and DMS designations.
Sadiq S. Adatia, FSA, FCIA, CFA
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.
The viewpoints expressed by these individuals represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice.