BMO Private Wealth
340 Albert Street
Associate Investment Counsellor
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Jesse is responsible for designing customized discretionary investment portfolios as well as implementing strategic and tactical allocation strategies within the portfolio. As an investment counsellor, Jesse works closely with private bankers and wealth planners who provide holistic financial planning for private clients, corporations and trusts in the Ottawa area.
Jesse has been with BMO Private Investment Counsel for 3 years and prior to joining BMO he worked as an analyst with MUFG in their risk department. Jesse graduated from Carleton University in 2016 where he received his undergrad in Communications and was captain of the Carleton varsity football team.
Jesse is currently a level III exam candidate for the Chartered Financial Analyst (CFA) designation and level II exam candidate for the Chartered Alternative Investment Analyst (CAIA) designation