Jeff Elliott

Head-Equity Investments at

BMO Asset Management, Inc.

Finance

Consumer Services

Profile

Dr. Robert J.
Elliott is a Director & Portfolio Manager of Global Equity at BMO Asset Management, Inc. He leads the Global Equity portfolio management team and as a member of the Investment Committee, helps set the strategic direction of the team.
He has over 19 years of investment industry experience and specializes in the global healthcare sector.
Dr. Elliott was employed as a Vice President of Portfolio Management & Portfolio Manager by CI Investments, Inc., a Financial Analyst by Sectoral Asset Management, Inc., a Research Analyst by UBS Securities LLC and UBS Securities Canada, Inc., and an Associate by Raymond James Ltd. (Broker).
He holds the Chartered Financial Analyst (CFA) designation, an MBA from Richard Ivey School of Business, a Ph.D.
in Molecular Biology and Biochemistry from Simon Fraser University, and a Bachelor of Science in Biochemistry from Queen’s University.

Jeff Elliott active positions

Companies	Position	Start
BMO Asset Management, Inc. BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.	Head-Equity Investments	2023-07-31

All active positions of Jeff Elliott

Former positions of Jeff Elliott

Companies	Position	End
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Portfolio Manager-Equities	2022-06-29
Sectoral Asset Management, Inc. Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral aims to achieve superior returns for their investors by concentrating on primary research of company fundamentals and in-depth due diligence on companies to assess their scientific, business, financial and ESG aspects. The firm offers four Healthcare strategies: Global Healthcare, Emerging Healthcare, Small & Mid-Cap Healthcare & Biotech. They employ a bottom-up investment approach that can be categorized as Growth at a Reasonable Price (GARP).	Analyst-Equity	2013-06-30
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2010-09-29
UBS Securities Canada, Inc. UBS Securities Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-
Raymond James Ltd. (Broker) Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	2004-12-31

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Training of Jeff Elliott

Experiences
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Private companies

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Linked companies

Private companies	9
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
BMO Asset Management, Inc. BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.	Finance
Sectoral Asset Management, Inc. Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral aims to achieve superior returns for their investors by concentrating on primary research of company fundamentals and in-depth due diligence on companies to assess their scientific, business, financial and ESG aspects. The firm offers four Healthcare strategies: Global Healthcare, Emerging Healthcare, Small & Mid-Cap Healthcare & Biotech. They employ a bottom-up investment approach that can be categorized as Growth at a Reasonable Price (GARP).	Finance
Raymond James Ltd. (Broker) Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
UBS Securities Canada, Inc. UBS Securities Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Queen's University Queen's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Simon Fraser University Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Western Ontario University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services