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Profile
Ms. Louise G.
Willmering, CFA, is Senior Portfolio Manager at BMO Harris Bank, NA.
She received her undergraduate degree from the University of Arizona.
Former positions of Louise Goudy Willmering
| Companies | Position | End |
|---|---|---|
BMO Bank NA (Investment Management)
 BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Portfolio Manager-Fixed Income | 2021-08-31 |
Training of Louise Goudy Willmering
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
BMO Bank NA (Investment Management)
BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Finance |
University of Arizona
 University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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