David Hartley
Senior Investment Counsellor and Portfolio Manager @Bmo Private Wealth
Oakville, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2017 — Present
Senior Investment Counsellor and Portfolio Manager @Bmo Private Wealth
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EDUCATION
1988 — 1992
University of Toronto
Bachelor of Arts, Double Major, Economics and English
2001
CFA Institute
CFA, Capital Markets, Investments
SKILLS
Capital MarketsAsset ManagementAlternative InvestmentsFinancial AnalysisEquity ResearchResearchPortfolio ManagementMarketingHedge FundsInvestmentsEquitiesCritical ThinkingBloombergCorporate FinanceInvestment BankingFixed IncomeValuationFinancial ModelingEquity ValuationInvestment StrategiesAnalysisDerivatives
ABOUT DAVID HARTLEY
I bring together the substantial resources of BMO Private Bank to build customized…
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