Portfolio Solutions

Steve has a decade of experience in the investment industry, and currently serves as a portfolio manager as part of the Multi-Asset Solutions team at BMO Global Asset Management. In addition to portfolio management responsibilities, he is responsible for generating macro investment ideas, analyzing portfolio strategies, and championing the fund of fund solutions. Steve holds an HBA from the Richard Ivey School of Business at the University of Western Ontario. He is a CFA and CAIA charterholder. He has a number of industry credentials including Financial Risk Manager (FRM), Professional Risk Manager (PRM), and Certificate in Investment Performance Measurement (CIPM).

Robert Armstrong has over two decades of experience in the investment industry. He currently serves as Portfolio Manager in BMO Global Asset Management’s Mult-Asset Solutions Team. He develops a strategic asset allocation outlook and tactical investment ideas, which he implements across a wide range of client portfolios. Robert has a diverse investment industry background and most recently held the position of Vice President, Head of Managed Solutions. Prior to BMO, he served in various investment director roles at an independent fund company. He holds a Masters of Business Administration from Laurentian University; and a Master of Science, International Securities, Investments and Banking, from University of Reading. He is a CFA charterholder. Robert is a strong advocate for the investor and is a frequent voice in the media and investment conferences

Marchello oversees BMO GAM’s multi-asset investment solutions. Previously, he held the role of Portfolio Manager at CI GAM. Prior to that, he worked at a major global consulting firm, where he assisted a wide variety of institutional clients with asset liability modeling and investment manager research. He holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.

Before joining BMO GAM, Fred was Chief Macro Strategist for Canada at TD Securities since 2017. Prior to that, he was at Credit Suisse Asset Management in New York where he worked as a Portfolio Manager focused on systematic, global-macro trading strategies. Before moving to capital markets in 2008, Fred was a Principal Researcher at the Bank of Canada, building various short-term macro forecasting models for the Canadian economy and wrote several working papers documenting his empirical research. Fred also worked as a quantitative analyst at Caisse de Dépôt et Placement du Québec where he built and managed systematic macro strategies. Fred holds a B.A. in Economics from Concordia University and M.A. in Economics from the University of Ottawa.

Steve started his career in the investment industry in 1994, holding several senior roles in sales and product management before moving into the role of portfolio manager in 2013. He joined BMO in 2008, with primary responsibility for oversight of the selection and monitoring of internal and external fund managers, and asset allocation of the firm’s fund of fund solutions and other products. He is a graduate of the Richard Ivey School of Business at the University of Western Ontario, and is a CFA charterholder.

Brittany is Senior Analyst, Multi Asset Solutions, in the Toronto office. As part of the MAST team, Brittany focuses on developing capital markets views in collaboration with the global team and bringing greater depth to BMO’s research on Canadian capital markets.  Before joining BMO GAM, Brittany was Macro Strategist at TD Securities in London and Toronto since 2016. Prior to that, she was at Crédit Agricole CIB in New York where she worked as Economist and FX Strategist focused on the U.S. and Canada. Brittany holds a B.A. in Economics from Georgetown University and Ph.D. in Economics from Boston University.

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.