I have never been satisfied with the status quo. I’m a challenger with a drive to make finance a force for good. Over the course of my career, I have had the opportunity to work with some of the largest and most sophisticated investors in the world.
At Ampersand Partners LLC*, I’m focused on building an institutional quality investment platform. I have over 25 years of experience in asset management and capital markets.
Most recently, I was CEO of BMO Global Asset Management, a Canadian asset manager with over $300 billion in assets under management.
Prior to my time at BMO, I was CEO of Wells Fargo Asset Management, where I helped steward over $500 billion in client assets. In addition to these roles as CEO, I also held leadership positions at Goldman Sachs and BlackRock, focusing on equity derivatives and defined contribution, respectively. I believe that we are in the business of changing lives, and for me, nothing could be more exciting and rewarding.