Alfred Lee Email & Phone Number
Director, Portfolio Manager and Investment Strategist (BMO ETFs) @ BMO Global Asset Management
Alfred Lee's Location
Toronto, ON, CA
Alfred Lee's Work
- Director, Portfolio Manager and Investment Strategist (BMO ETFs) @ BMO Global Asset Management
- ETF and Index Strategy and Research, Investment Strategy Group @ CIBC Wood Gundy
- Guided Portfolio Investment Committee @ CIBC Wood Gundy
- Manager, Index and Universe Specialist @ RBC Global Securities Services
- Institutional Funds Analysis @ RBC Global Securities Services
Alfred Lee's Education
- Market Technicians Association (MTA)
CMT Charterholder
- CFA Institute (CFAI)
CFA Charterholder
- The University of Western Ontario
BA
- Canadian Securities Institute (CSI)
Derivatives Markets Specialist
Alfred Lee's Skills
- ETFs
- Equities
- Multi-Asset
- Portfolio Management
- Derivatives
- Investments
- Capital Markets
- Investment Strategies
- Asset Allocation
- Mutual Funds
Alfred Lee's Summary
Alfred Lee, based in Toronto, ON, CA, is currently a Director, Portfolio Manager and Investment Strategist (BMO ETFs) at BMO Global Asset Management - Canada, bringing experience from previous roles at CIBC Wood Gundy and RBC Global Securities Services. Alfred Lee holds a CMT Charterholder @ Market Technicians Association (MTA). With a robust skill set that includes ETFs, Equities, Multi-Asset, Portfolio Management, Derivatives and more, Alfred Lee contributes valuable insights to the industry. Alfred Lee has 2 emails and 1 mobile phone number on RocketReach.
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