Kate MacDonald
Portfolio Manager-Aktien bei BMO Asset Management, Inc.
Profil
Ms. Meredith K.
MacDonald, CFA, is a Portfolio Manager at BMO Asset Management, Inc. She joined BMO Global Asset Management’s Global Equity team in 2022.
She manages real estate allocations across diversified mandates.
She has more than 15 years of investment industry experience specializing in real estate securities.
Ms. MacDonald was employed as a VP of Portfolio Management & Portfolio Manager by CI Investments, Inc., a Portfolio Manager by First Asset Investment Management, Inc., and an Associate Portfolio Manager by Morguard Financial Corp.
She received her undergraduate degree from Queen's University and a graduate degree from Queen's University and is a CFA charter holder.
Aktive Positionen von Kate MacDonald
| Unternehmen | Position | Beginn |
|---|---|---|
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Portfolio Manager-Aktien | 01.11.2022 |
Ehemalige bekannte Positionen von Kate MacDonald
| Unternehmen | Position | Ende |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Portfolio Manager-Aktien | 01.10.2022 |
First Asset Investment Management, Inc.
 First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds. | Portfolio Manager-Aktien | 01.06.2018 |
| Morguard Financial Corp. | Corporate Officer/Principal | 31.12.2012 |
Ausbildung von Kate MacDonald
| Queen's University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
First Asset Investment Management, Inc.
First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds. | Finance |
| Morguard Financial Corp. |
