Portfolio Manager@ BMO Wealth Management - U.S.
Chicago, Illinois, United States
Jay D. Gellman, CFA
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University of Wisconsin-Madison
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FlashIntel GPTJay D. Gellman, CFA is an Associate Portfolio Manager at BMO Harris Private Banking with 17.2 years of experience in portfolio management, derivatives, equities, investments, fixed income, asset management, financial analysis, financial modeling, Bloomberg, and securities. He has worked at BMO Wealth Management - U.S. as a Portfolio Manager and at Northern Trust Corporation as a Senior Derivatives Analyst. Jay D. Gellman, CFA has a strong background in financial services and has worked with a wide range of clients, including individuals, small businesses, and institutional investors. He is based in Chicago, Illinois.
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About
Associate Portfolio Manager at BMO Harris Private Banking
Work Experience
Portfolio Manager
Portfolio Manager
Financial Services
Jay D. Gellman, CFA's Professional Milestones
- Associate Portfolio Manager (2011-11-01~): Developed and implemented effective investment strategies, contributing to company profitability and portfolio growth.
- Portfolio Manager (2015-10-01~): Streamlined portfolio operations to optimize efficiency and maximize portfolio return.
Education
Finance,
Investments And Banking; Risk Management And Insurance
2002-2006Skill
Portfolio Management
Derivatives
Equities
Investments
Fixed Income
Asset Management
Financial Analysis
Financial Modeling
Bloomberg
Securities
Certification
Colleagues
Shannon Kennedy
ceo bmo wealth management u s experienced board executive
Stephanie Torn
crm product owner vice president
Patrick Hamlin
deputy chief fiduciary officer & sr manager compliance risk advisory
Yung-Yu Ma
Chief Investment Officer
Steven J. Blazek
director private wealth advisor - connector leader mentor dynamic business owner s strategies and solutions
Other Named Jay D. Gellman, CFA
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Jay D. Gellman, CFA works for BMO Wealth Management - U.S.
Jay D. Gellman, CFA's role in BMO Wealth Management - U.S. is Portfolio Manager
Jay D. Gellman, CFA works in the industry of Financial Services
Jay D. Gellman, CFA's colleagues are Shannon Kennedy,Stephanie Torn,Patrick Hamlin
Jay D. Gellman, CFA's latest job experience is Portfolio Manager at BMO Wealth Management - U.S.
Jay D. Gellman, CFA's latest education in University of Wisconsin-Madison
