Our team has extensive experience managing customized fixed income strategies across all bond market sectors.
Wide breadth of capabilities
Our team is experienced in taxable and tax-exempt strategies and instruments, with the ability to customize solutions to meet our clients’ needs.
We employ a research-based and technology-enhanced process to build portfolios and manage risk.
Peter serves as BMO Global Asset Management’s Global Head of Money Markets and Short Duration. In addition, he is also the Head of Private Debt, Taxable Fixed Income, and Canadian Fixed Income. In this role, he oversees assets across Toronto, Chicago and London managed by a global team of portfolio managers and credit analysts. Peter serves on the global committees for Counterparty, Investment and Risk. He also holds global responsibilities for the Cash Management business.
He began his career at Harris Investment Management as a portfolio manager specializing in short intermediate, collective, mutual, and 2a7 funds. During his tenure, Peter has been responsible for a wide variety of portfolios, including Canadian and U.S. core/core plus, liquidity, loans, managed accounts, municipals, securities lending, short duration, stable value and structured products. Peter also specializes in building offshore client solutions within separate account and fund structures.
Peter’s previous experience includes derivatives trading at BMO Capital Markets and fixed income sales and trading at Lehman Brothers.
He holds an M.B.A. in finance from DePaul University and a B.A. in finance from Loras College.
, Portfolio Manager
Mark is a senior portfolio manager with the BMO Taxable Fixed Income Team, responsible for short-duration fixed income separately managed accounts with individual mandates. He also serves as the BMO Taxable Fixed Income Team’s primary specialist for fixed-income corporate securities. He began managing short-duration products in 2000.
Mark’s past experience includes serving as director of investments and cash management for United Airlines with responsibilities for short-term investment management, cash management, corporate liability programs, bank relationships and risk management. He began his investment career in 1984.
He holds an M.A. in economics from Northern Illinois University and a B.A. in political science from the University of Illinois.
Boyd is a portfolio manager with the BMO Taxable Fixed Income Team. He also serves as a corporate sector specialist for the short-duration group. Boyd is a member of the Fixed Income Advisory Committee and a part of the liquidity products team that has principal responsibility for the firm’s short-duration, securities lending and cash management strategies. He joined the company in 1996.
He holds an M.B.A. in finance from DePaul University and a B.S. in business administration from Ferris State University.
, Senior Portfolio Manager
Don is a senior portfolio manager with the BMO Taxable Fixed Income Team. He is responsible for managing portfolios with an emphasis on securitized products and the analysis and trading of the mortgage- and asset-backed bond sectors. He joined BMO Global Asset Management in 2013.
Don began his investment experience in 1996. He previously held investment management positions with Loop Capital Markets, National Investment Services, Mutual of Omaha Investment Management and National City Corporation Asset Management Group.
He holds an M.B.A. in finance from Case Western Reserve University and a B.S. in finance from the University of Dayton.
Robert serves as a portfolio manager on the BMO Taxable Fixed Income Team. He joined the company in 2014, bringing five years of fixed income experience with Loop Capital, Crestmark Bank and Flagstar Bank. Most recently, he worked on a sell-side institutional trading desk, assisting in mortgage and corporate trading as well as client relations.
Robert holds a B.S. in finance from Miami University in Ohio and is a CFA® Level II candidate in the CFA Institute.
Michael is part of the BMO Tax-Exempt Fixed Income Team, contributing to the portfolio management process for municipal bond mutual funds and separately managed accounts. He joined BMO Global Asset Management in 2017.
Michael began his career in the investment industry in 2012. Previously, he held positions at William Blair and Ziegler working on municipal bond transactions for local government and not-for-profit senior living entities.
Michael holds a B.S. in finance from Wake Forest University. He also holds the FINRA Series 7 and 63 securities licenses and has passed Level II of the CFA® Program.
David joined BMO Global Asset Management in 2012 to co-manage an initiative focused on the management of collateralized loan obligations (CLOs) and separate accounts. He has more than 20 years of experience in the leveraged loan market; he currently co-manages two client accounts with combined assets under management of approximately $700 million.
Previously, David was a founding partner and senior managing director of Pangaea Asset Management, LLC, which managed four primarily middle-market CLO funds with more than $1 billion in total assets. He was a member of the investment committee and responsible for communication with investors as well as operational and financial matters.
His prior experience also includes serving as managing director and CLO portfolio manager at GE Asset Management, where as part of the bank loan team, David was responsible for the management of more than $2 billion in CLO funds. He was previously a member of the Antares Asset Management (AAM) investment committee and chief financial officer for Antares Capital Corporation (ACC). ACC and AAM managed six CLO funds and two separate accounts totaling more than $2 billion.
David holds an M.B.A. from the Kellogg School of Management at Northwestern University and a B.S. in accounting from Miami University in Ohio. He is also a certified public accountant (inactive).