Jon leads the U.S. Multi-Asset Solutions Team and serves as co-manager of the BMO Managed Asset Allocation Portfolios (MAAPs) and BMO Target Risk Funds. His responsibilities include conducting top-down macro research with a focus on portfolio construction and working with clients to develop holistic investment solutions. Additionally, Jon is a frequent media contributor, having appeared in publications such as the Wall Street Journal, Financial Times, Bloomberg and CNBC. He joined BMO Global Asset Management in 2015.
Jon has nearly 20 years of experience in multi-asset portfolio management. He was previously a portfolio manager at UBS Asset Management where he spent 12 years. At UBS Asset Management, Jon was a voting member of the asset allocation committee and deputy head of currency.
Jon holds an M.B.A. in analytic finance and economics from the University of Chicago Booth School of Business and a B.S. in finance from Valparaiso University. In addition, he is a CFA® charterholder.
Irina provides quantitative analysis that supports the capital markets outlook, asset allocation strategies, LDI strategies, defined contribution investing and risk management at BMO Global Asset Management. She also contributes to the company’s financial markets publications, develops analysis for new products and tests market hypotheses. As a portfolio manager for the BMO Target Retirement Funds, she further supports and assists with the management of multi-asset portfolios, including idea generation, portfolio construction and portfolio coordination.
She joined the company in 2006 as a quantitative fixed income analyst. Irina began her investment experience in 2004 as a senior financial analyst for Allstate Investments. She began her working career in 1998, when she joined LaSalle Bank/ABN AMRO as a senior relationship banker.
Irina holds an M.B.A. and a B.S. in finance from DePaul University. Before completing her studies in finance in the U.S., she studied computer science for business, with a focus on computational finance, at Romanian-American University in Bucharest. She is also a CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago.
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