UE-EN Institutional

Michael Montgomery

Portfolio Manager

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.

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.