Kenneth Conrad, CFA®

Portfolio Manager

Ken is responsible for equity research and portfolio management. He joined the company in 2008, and contributes to the BMO Disciplined Dividend Income and BMO Disciplined Tax-Efficient Portfolio (TEP) investment strategies.

Ken began his investment career in 2000, working with Comsys and PulseMetrics as a consultant to NASDAQ. Ken has also worked as a quantitative analyst for MEMBERS Capital Advisors, where he supported equity and fixed income mutual funds.

Ken holds a Ph.D. in economics and an M.S. in operations research from George Mason University, as well as a B.A. in economics from Pomona College. In addition, Ken is a CFA® charterholder and an active member of the CFA® Society of Madison.

U.S. Equities capabilities