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Jennifer So
Portfolio Manager-Equities at BMO Asset Management, Inc.
Profile
Ms. Jennifer So is a Vice President & Portfolio Manager at BMO Asset Management, Inc. She joined the firm in September 2015 as an Equity Analyst with a focus on ESG, industrials, large cap energy and materials (non-mining).
She spent a decade at a Canadian Bank with experience in Investment Banking, Research and Institutional Sales.
In addition she has a further 7 years’ experience as a Chartered Accountant at one of the big four accounting firms and teaching undergraduate finance at a Canadian University.
Ms. So has a Bachelor of Commerce from the University of Toronto and is a CFA charter holder, Chartered Accountant and Chartered Professional Accountant.
Jennifer So active positions
Companies | Position | Start |
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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-Equities | - |
Training of Jennifer So
University of Toronto | Undergraduate Degree |
Experiences
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Private companies | 1 |
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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 |
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