Chief Market Strategist for BMO Asset Management U.S. Appears on CNBC Power Lunch
Senior Vice President and Chief Market Strategist
Sandy is the Chief Market Strategist for BMO Asset Management U.S., a part of BMO Global Asset Management. He joined M&I Investment Management Corp., which is now part of BMO Asset Management U.S., in 2008 as a Senior Vice President and Investment Strategist. He brings more than 30 years of investment management and consulting experience.
After beginning his career as a trust officer with Continental Bank (Chicago), Sandy has served in consulting roles as a vice president at A.G. Becker and as president of Mercer Global Asset Consulting. Subsequently, he was chairman and chief executive officer at Kemper Institutional Asset Management Company and chief investment officer of its parent, Kemper Corporation, where he oversaw their $50 billion portfolio of mutual fund, institutional and insurance assets. In addition, Sandy was the chief operating officer at Lincoln Capital Management ($60 billion in managed assets), chief investment officer of Lake Forest Capital Management, and chief market strategist at Wayne Hummer Asset Management Company.
Sandy holds a bachelor of arts degree from Valparaiso University, as well as an MBA in finance from Loyola University. He has made regular appearances on CNBC, CNN, WGN and Bloomberg, and has been quoted in such publications as The Wall Street Journal, Investor's Business Daily and the Chicago Tribune.
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M&I Investment Management Corp. is the investment adviser to the Marshall Funds.
M&I Investment Management Corp. became a subsidiary of BMO Financial Corp. on July 5, 2011.
