Alfred Lee
Portfolio Manager-Fixed Income at BMO Asset Management, Inc.
Profile
Mr. Alfred Lee, CFA, is a Portfolio Manager & Investment Strategist at BMO Asset Management, Inc. He manages fixed income and preferred share related mandates for both institutional and retail clients.
As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios including Canadian bonds, U.S.
investment grade, high yield, European and Asian bonds, emerging market debt and others.
Previously, Mr. Lee worked for a large Canadian based brokerage developing ETF related strategies and sat on the firm’s investment committee.
He is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician and Derivatives Market Specialist and DMS designations.
Alfred Lee active positions
| Companies | Position | Start |
|---|---|---|
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-Fixed Income | 31/12/2009 |
Training of Alfred Lee
| University of Western Ontario | Undergraduate Degree |
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| Private companies | 1 |
|---|---|
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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