Alan Tannenbaum
Chief Executive Officer at BMO Capital Markets Corp. (Canada)
Net worth: 15 762 $ as of 29/04/2024
Profile
Mr. Alan Tannenbaum is a Chief Executive Officer & Group Head at BMO Capital Markets Corp.
He was appointed CEO & Group Head, BMO Capital Markets in November 2023.
In this role he is responsible for BMO's interactions with corporate, government and institutional clients in global markets.
He is a member of the bank’s Executive Committee.
He has more than 25 years of experience on Wall Street.
Mr. Tannenbaum joined BMO Capital Markets in 2010 and was Co-Head of Global Equity Products with responsibility for overseeing all of BMO’s equity research, equity sales and trading, as well as the various equity finance businesses.
In 2017, he moved to I&CB as Head of the Global Corporate Finance Solutions group with responsibility for all capital raising activities and associated risk across equity and fixed income.
Prior to joining BMO, he spent 13 years at Lehman Brothers, including as Head of European Equity Capital Markets, based in London, and Head of U.S.
Institutional Sales, based in New York.
Mr. Tannenbaum is a graduate of the University of Michigan with a Bachelor of Arts degree in English Literature, high honors.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
BANK OF MONTREAL
0.00% | 28/04/2024 | 170 ( 0.00% ) | 15 762 $ | 29/04/2024 |
Alan Tannenbaum active positions
| Companies | Position | Start |
|---|---|---|
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Chief Executive Officer | 31/10/2023 |
BMO Capital Markets Corp.
 BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Chief Executive Officer | 31/10/2023 |
Former positions of Alan Tannenbaum
| Companies | Position | End |
|---|---|---|
| ODYNE CORPORATION | Chief Executive Officer | 30/01/2009 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 30/04/2006 |
Paragon Asset Management Co.
 Paragon Asset Management Co. Investment ManagersFinance Paragon Asset Management Company is a fee-based registered investment advisor that offers portfolio management and cash management services to individual and corporate clients. The firm is located in Henderson, Nevada. | Corporate Officer/Principal | - |
James Capel, Inc.
 James Capel, Inc. Investment Banks/BrokersFinance James Capel, Inc. offers stock broking services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Alan Tannenbaum
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ODYNE CORPORATION | Producer Manufacturing |
| Private companies | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Finance |
BMO Capital Markets Corp.
BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Finance |
James Capel, Inc.
James Capel, Inc. Investment Banks/BrokersFinance James Capel, Inc. offers stock broking services. The company is based in New York, NY. | Finance |
Paragon Asset Management Co.
Paragon Asset Management Co. Investment ManagersFinance Paragon Asset Management Company is a fee-based registered investment advisor that offers portfolio management and cash management services to individual and corporate clients. The firm is located in Henderson, Nevada. | Finance |
- Stock Market
- Insiders
- Alan Tannenbaum
