Profile

Mr. Jon D.
Adams
, CFA MBA, is a Portfolio Manager at BMO Asset Management Corp.
His responsibilities include conducting top-down macro research with a focus on portfolio construction and working with clients to develop holistic investment solutions.
He joined the firm in 2015.
Mr. Adams began his career in the investment industry in 2003 at UBS Asset Management, where he was a portfolio manager from 2003 to 2015.
At UBS Asset Management, he was a voting member of the asset allocation committee and deputy head of currency.
In addition to currency portfolios, he managed global tactical asset allocation and multi-asset strategies.
He received his B.S.
degree in finance from Valparaiso University and an MBA in analytic finance and economics from The University of Chicago.
He is a CFA charterholder.

Former positions of Jon D. Adams

CompaniesPositionEnd
Analyst-Equity 2022-02-28
Investment Committee Member -
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Training of Jon D. Adams

Valparaiso University Undergraduate Degree
The University of Chicago Masters Business Admin

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

4

1st degree companies

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Female

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Executives

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Linked companies

Private companies2

Finance

Finance

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