Overview

I am a former portfolio manager of the 4 star rated BMO Small and Mid Cap Value Funds. Our team lost an internal political battle which resulted in BMO shutting down its entire Milwaukee fundamental investments office despite having over $1B in AUMs. I am looking to get back into the investment advisory business by either acquiring a book of business or joining a firm that has an advisor looking to transition his book as he approaches retirement. I formerly ran a small investment advisory firm in Madison, WI called Guardian Capital Management.

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