Profil
Ms. Louise G.
Willmering, CFA, is Senior Portfolio Manager at BMO Harris Bank, NA.
She received her undergraduate degree from the University of Arizona.
Ehemalige bekannte Positionen von Louise Goudy Willmering
| Unternehmen | Position | Ende |
|---|---|---|
BMO Bank NA (Investment Management)
BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Portfolio Manager-Fixed Income | 01.09.2021 |
Ausbildung von Louise Goudy Willmering
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
BMO Bank NA (Investment Management)
BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Finance |
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















