Profile
Ms. Lori J.
Marchildon, CFA, is a Portfolio Manager at Monegy, Inc. She has over 20 years of experience in the financial industry.
She is an Officer of the Monegy as well as a member of the Investment Policy Committee.
Prior to joining the firm in 2001, she spent over 5 years with BMO Financial Group's Risk Management Group where she led the design and implementation of a risk framework to address credit risk for trading, underwriting and investment portfolios.
Her prior experience also includes working as an Economist with the federal Department of Finance.
She received a Bachelor of Arts in Economics from the University of Western Ontario and Masters in Economics from Queen's University.
Former positions of Lori Jane Marchildon
| Companies | Position | End |
|---|---|---|
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Corporate Officer/Principal | 31/12/2000 |
Monegy, Inc.
 Monegy, Inc. Investment ManagersFinance Founded in 1997, Monegy, Inc. is a registered investment advisor located in Toronto, Ontario. The firm is a subsidiary of BMO Funds, Inc. and their ultimate parent is Bank of Montréal (NYSE: BM). Monegy's international client base includes pension funds, corporations, mutual funds, sub-advisory, high net-worth and retail investors. | Investment Committee Member | - |
Training of Lori Jane Marchildon
| Queen's University | Graduate Degree |
| University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Monegy, Inc.
Monegy, Inc. Investment ManagersFinance Founded in 1997, Monegy, Inc. is a registered investment advisor located in Toronto, Ontario. The firm is a subsidiary of BMO Funds, Inc. and their ultimate parent is Bank of Montréal (NYSE: BM). Monegy's international client base includes pension funds, corporations, mutual funds, sub-advisory, high net-worth and retail investors. | Finance |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Finance |
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