UE-EN Institutional

Jon Adams

Managing Director, Portfolio Manager

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.

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.

Multi-asset capabilities