Lesley Carolyn Marks
Chief Investment Officer at BMO LONG-TERM US TREASURY BOND INDEX ETF
Net worth: 25 864 $ as of 2024-04-29
Profile
Ms. Lesley C.
Marks, CFA MBA, is a Chief Investment Officer at Mackenzie Investments Corp.
(United States) and a CIO-Fundamental Canadian Equity & SVP at BMO Long-Term US Treasury Bond Index ETF.
She will play a key role in furthering Mackenzie's goal of being Canada's preferred global asset management solutions provider and will have oversight of its equities' boutiques.
Ms. Marks is a seasoned investment leader with more than 25 years of experience across asset and wealth management, including 22 years with BMO Global Asset Management and BMO Wealth Management.
Most recently she served as CIO and Head of Investment Management of BMO Private Wealth (Canada).
In this role she managed a team of more than 80 investment professionals, had overall responsibility for BMO's Private Wealth Investment Management platforms and led research, product, trading and investment strategy.
Prior to this, she served as Senior Vice-President and CIO (Fundamental Investments), BMO Global Asset Management Canada where she led the Canadian active equity and fixed income investment teams and 25 investment professionals.
Further, she possesses an extensive track record of successfully managing Canadian equity portfolios.
She is a CFA charterholder and holds an MBA from Richard Ivey School of Business and a B.
Comm from Queen's University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
IGM FINANCIAL INC.
0.00% | 2023-10-30 | 1,044 ( 0.00% ) | 25 864 $ | 2024-04-29 |
Lesley Carolyn Marks active positions
| Companies | Position | Start |
|---|---|---|
| BMO LONG-TERM US TREASURY BOND INDEX ETF | Chief Investment Officer | - |
Mackenzie Investments Corp. (United States)
 Mackenzie Investments Corp. (United States) Investment ManagersFinance Mackenzie Investments Corp. (United States) (Mackenzie US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is the US-based subsidiary of Mackenzie Investments Corp., ultimately owned by Power Financial Corp. (TSE: PWF) in Canada. Mackenzie US provides investment advisory and related services to retail and institutional clients. | Chief Investment Officer | 2020-12-31 |
Former positions of Lesley Carolyn Marks
| Companies | Position | End |
|---|---|---|
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. | Head-Equity Investments | - |
Training of Lesley Carolyn Marks
| Queen's University | Undergraduate Degree |
| University of Western Ontario | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 Long-Term US Treasury Bond Index ETF
 BMO Long-Term US Treasury Bond Index ETF Investment Trusts/Mutual FundsMiscellaneous BMO Long-Term US Treasury Bond Index ETF is an investment vehicle which seeks to replicate, to the extent possible, the performance of the applicable index, net of expenses. It will invest in and hold the Constituent Securities of the applicable Index in the same proportion as they are reflected in the applicable Index or securities intended to replicate the performance of the Index. The company is headquartered in Toronto, Canada. | Miscellaneous |
Mackenzie Investments Corp. (United States)
Mackenzie Investments Corp. (United States) Investment ManagersFinance Mackenzie Investments Corp. (United States) (Mackenzie US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm is the US-based subsidiary of Mackenzie Investments Corp., ultimately owned by Power Financial Corp. (TSE: PWF) in Canada. Mackenzie US provides investment advisory and related services to retail and institutional clients. | Finance |
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