Jon Adams

Portfolio Manager

Jon serves as co-manager of the BMO Target Risk Funds and Managed Asset Allocation Portfolios (MAAPs). 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 began his career in the investment industry in 2003 at UBS Asset Management, where he was a portfolio manager from 2003 to 2015. At UBS Asset Management, Jon was a voting member of the asset allocation committee and deputy head of currency. In addition to currency portfolios, he managed global tactical asset allocation and multi-asset strategies.

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.

Multi-asset capabilities