Casey J. Sambs, CFA®

Portfolio Manager

Casey is responsible for equity research and portfolio management. He joined the company in 2004, and contributes to the BMO Disciplined Dividend Income and BMO Disciplined Tax-Efficient Portfolio (TEP) investment strategies.

Casey began his investment career in 2001 when he joined the company to provide client support in the Investor Services Department.

He holds an M.B.A. from the University of Wisconsin–Madison and a B.S. in finance and economics from the University of Wisconsin–La Crosse. In addition, Casey is a CFA® charterholder, a member of the CFA® Institute and an active member of the CFA® Society of Milwaukee.

U.S. Equities capabilities