Bert was named Director of Canadian and U.K. Equity Research in February 2017. Bert has more than 20 years of equity research experience. He joined BMO Capital Markets Equity Research in 2000 as a software research analyst, after covering the sector for another investment dealer. In 2003, Bert transitioned his coverage to special situations/industrials stocks, and subsequently narrowed his focus to the industrial names over time. During Bert’s tenure in the sector, our industrial products team was consistently ranked #1 in the Brendan Wood International Survey and by Greenwich Associates.
Bert holds a BBA and a BIS (bachelor of information systems) from St. Francis Xavier University, and is a CFA charterholder.
BMO Capital Markets is a trade name used by BMO Financial Group for the wholesale banking businesses of Bank of Montreal, BMO Harris Bank N.A. (member FDIC), Bank of Montreal Europe p.l.c, and Bank of Montreal (China) Co. Ltd, the institutional broker dealer business of BMO Capital Markets Corp. (Member FINRA and SIPC) and the agency broker dealer business of Clearpool Execution Services, LLC (Member FINRA and SIPC) in the U.S., and the institutional broker dealer businesses of BMO Nesbitt Burns Inc. (Member Investment Industry Regulatory Organization of Canada and Member Canadian Investor Protection Fund) in Canada and Asia, Bank of Montreal Europe p.l.c. (authorised and regulated by the Central Bank of Ireland) in Europe and BMO Capital Markets Limited (authorised and regulated by the Financial Conduct Authority) in the UK and Australia.