Mark Khonsari
Associate Portfolio Manager, Portfolio Management Group @Bmo Private Wealth
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WORK HISTORY
Associate Portfolio Manager, Portfolio Management Group @Bmo Private Wealth
Toronto, ON, CA
EDUCATION
University of Toronto - Rotman School of Management
Master of Finance
Amirkabir University of Technology - Tehran Polytechnic
Master of Business Administration - MBA
University of Tabriz
Bachelor of Engineering - BE
ABOUT MARK KHONSARI
With over five years of experience in the financial services industry, I specialize in delivering tailored investment solutions for high-net-worth and ultra-high-net-worth clients at BMO Private Wealth. Passionate about optimizing risk-adjusted returns, I focus on aligning portfolios with client objectives through strategic asset allocation and risk analysis. My commitment to fostering trust and collaboration enables me to bring diverse perspectives to our team and contribute to meeting client goals in a dynamic investment environment. At BMO Private Wealth, I co-manage substantial assets while conducting in-depth risk analysis and performance monitoring. My role encompasses strategic policy trades and tactical asset allocation decisions, supported by a strong foundation in financial analysis and investment strategy. By leveraging my expertise in equity and fixed-income research, I help enhance portfolio efficiency and support the organization’s mission to deliver exceptional client service.
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