Jordan Bradley Luckock
Portfolio Manager-Equities at BMO Asset Management, Inc.
Profile
Mr. Jordan B.
Luckock, CFA, is a Portfolio Manager at BMO Asset Management, Inc. He has over 16 years of professional investment experience and currently co-manages all of the First Avenue mandates.
Mr. Luckock was employed as a Portfolio Manager by Stylus Asset Management, Inc., a Vice President & Portfolio Manager by BMO Asset Management, Inc., a Research Analyst by BMO Harris Investment Management, Inc., and an Equity Research Associate by BMO Capital Markets Corp.
(Canada).
He received his undergraduate degree from the University of Western Ontario and a a Master of Science (Finance) degree from Queen’s University.
Jordan Bradley Luckock active positions
Companies | Position | Start |
---|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Portfolio Manager-Equities | 2022-02-28 |
Former positions of Jordan Bradley Luckock
Companies | Position | End |
---|---|---|
First Avenue Investment Counsel, Inc.
First Avenue Investment Counsel, Inc. Investment ManagersFinance First Avenue Investment Counsel, Inc. is a Canadian company that invests capital alongside their clients, ensuring that their families' financial security is directly aligned with their clients. The private company is based in Toronto, Canada. The company acts as a fiduciary and partner to their clients. and has subsidiaries in Canada. The company was founded in 2009 by Kashayar J. Pashootan, who has been the CEO since 2009. | Portfolio Manager-Equities | 2022-02-28 |
Stylus Asset Management, Inc.
Stylus Asset Management, Inc. Investment ManagersFinance Stylus Asset Management, Inc. operates as pooled investment firm. Its funds include momentum fund, growth fund, value with income fund, wealth protection fund and U.S. blended equity fund. The company was founded by Richard J. Przybylski and is headquartered in Ronchi dei Oakville, Canada. | Portfolio Manager-Equities | 2020-12-30 |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Portfolio Manager-Equities | 2017-02-28 |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Corporate Officer/Principal | 2012-04-30 |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Corporate Officer/Principal | 2007-04-30 |
Training of Jordan Bradley Luckock
Queen's University | Graduate Degree |
University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Finance |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
BMO Private Investment Counsel, Inc.
BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Finance |
Stylus Asset Management, Inc.
Stylus Asset Management, Inc. Investment ManagersFinance Stylus Asset Management, Inc. operates as pooled investment firm. Its funds include momentum fund, growth fund, value with income fund, wealth protection fund and U.S. blended equity fund. The company was founded by Richard J. Przybylski and is headquartered in Ronchi dei Oakville, Canada. | Finance |
First Avenue Investment Counsel, Inc.
First Avenue Investment Counsel, Inc. Investment ManagersFinance First Avenue Investment Counsel, Inc. is a Canadian company that invests capital alongside their clients, ensuring that their families' financial security is directly aligned with their clients. The private company is based in Toronto, Canada. The company acts as a fiduciary and partner to their clients. and has subsidiaries in Canada. The company was founded in 2009 by Kashayar J. Pashootan, who has been the CEO since 2009. | Finance |
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