Marchello Holditch

Portfolio Manager-Equities at

BMO Asset Management, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. Marchello W.
Holditch is a Head of Multi-Asset Solutions at BMO Asset Management, Inc. He oversees BMO GAM’s multi-asset investment solutions.
Previously, Mr. Holditch held the role of Portfolio Manager at CI GAM.
Prior to that, he worked at a major global consulting firm, where he assisted a wide variety of institutional clients with asset liability modeling and investment manager research.
Mr. Holditch holds an Honours Bachelor of Mathematics degree in actuarial science from the University of Waterloo and is a CFA charterholder.

Marchello Holditch 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.	Portfolio Manager-Equities	2021-12-31

All active positions of Marchello Holditch

Former positions of Marchello Holditch

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.	Investment Committee Member	2021-12-31
Towers Watson Canada, Inc. Towers Watson Canada, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Willis Towers Watson Plc, Towers Watson Canada, Inc. is a company based in Toronto, Canada.	Corporate Officer/Principal	2013-03-31

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Linked companies

Private companies	4
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
The University of Waterloo The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Towers Watson Canada, Inc. Towers Watson Canada, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Willis Towers Watson Plc, Towers Watson Canada, Inc. is a company based in Toronto, Canada.	Commercial Services