Adam M. Phillips, CFA®

Co-Head, U.S. Fixed Income

Adam is Co-Head U.S. Fixed Income. In this role, he has executive responsibilities for running the U.S Fixed Income business and serves as a member of the team’s management and investment committees. As Head of Client Portfolio Management, Fixed Income, Adam is responsible for management of the Fixed Income Client Portfolio Managers across BMO. He is the primary author of BMO’s Fixed Income thought leadership pieces, including the Fixed Income Insights series. Adam began his career in the investment industry in 2004 and joined BMO in 2014.

Previously, he was a vice president in portfolio management at Spruce Private Investors, a member of the capital markets group at BlackRock and on the investments team at Ivy Asset Management.

Adam holds a B.A. in economics and anthropology from Emory University. In addition, he is a CFA® charterholder.