Lesley Marks, CFA
Title Sponsor


As Chief Investment Strategist, Lesley is accountable for the oversight of BMO Private Wealth’s investment management platform. This includes setting the strategic and tactical asset allocation for proprietary investment mandates, as well as overseeing investment products available through BMO Private Wealth. 

Lesley has over 25 years’ experience in the investment industry. Prior to joining BMO Private Wealth, she held senior investment management positions at BMO Global Asset Management Inc. This included Chief Investment Officer of Fundamental Investments and, prior to that, Lead Portfolio Manager of Canadian small-cap equity mandates.

Lesley holds a Bachelor of Commerce degree from Queen’s University, an MBA from the Richard Ivey School of Business, and is a CFA Charterholder.

Active in her community, Lesley is the past Chair of the Finance Committee for The Sterling Hall School Board of Governors, and is a current board member of two charitable foundations.  She is also a founding advisory board member of the Institute for Sustainable Finance. 

Posted December 17, 2018 in: by WIBC