ariz

Ariz David

Ariz has over 23 years of experience in Corporate Finance and Investment Management, building strong relationships with diverse clientele. As an Investment Counsellor at BMO Private Banking, he provides customized discretionary investment management services to private clients, their families and their corporations. Ariz is fully responsible for developing and executing a portfolio strategy that properly reflects clients’ investment objectives.

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colin

Colin Marinelli

With over a decade experience in relationship management, Colin is now in his 7th year with BMO Private Wealth and is directly involved in the management of investment portfolios for individuals, corporations, and foundations. As a lifelong learner of the capital markets, Colin acts as a steward of his clients’ capital and executes an array of investment objectives. In conjunction with the discretionary management services Colin provides to private clients, he implements comprehensive wealth plans to drive an exceptional client experience.

Graduated with a Bachelor of Business from Acadia University followed by a Master of Finance at Saint Mary's University in Halifax, Nova Scotia. Colin was awarded the Chartered Financial Analyst (CFA) designation and ESG Certificate by the CFA institute in 2022. He most recently acquired the Certified Financial Planner (CFP) designation in 2023 and is currently enrolled for the Charter of Alternative Investment Analyst (CAIA) exam. Colin is currently serving as a board member for the CFA Atlantic Chapter. He is also actively involved with his local community as a board member for the Greater Burnside Business Association to further advocate economic prosperity in the region.

Colin proudly grew up in Cole Harbour, Nova Scotia and has worked in various locations in Alberta before settling back home in 2019. He currently resides in Halifax, Nova Scotia. When he is not working, Colin leads an active lifestyle and participates in a multitude of sports. He is also an avid reader and enjoys a range of topics and subject matter.

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jeff

Jeff Rudderham

Jeff brings 25 years of experience managing investment portfolios for individuals and corporations to the BMO Private Banking team. With his broad‐based industry knowledge, understanding of client investment needs, and direct involvement with the investment management process, he plays a key role in client relations efforts. Prior to joining BMO in 2008, Jeff held increasingly senior positions with several national investment management firms and was a founding partner of Rudderham Norwood Ellison Investment Counsel of Halifax. As Investment Counselor for BMO Private Banking, Jeff assumes the role of Lead Relationship Manager for many of the private bank’s clients. Graduated with a Bachelors degree in Commerce from Saint Mary’s University in Halifax, NS and was awarded the Chartered Financial Analyst (CFA) designation in 2000. He is a Past President of the Atlantic Canada CFA Society and a member of the CFA Institute (formerly AIMR) of Charlottesville, Virginia. Jeff has served numerous charitable fundraising initiatives and has been an active mentor to the St. Mary’s University IMPACT Program in support of the Sobey School of Business Finance program. He currently resides in Bedford, NS with his wife Terri and their three daughters.

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