François Trahan has joined BMO Capital Markets as chief investment strategist, after the departure of Brian Belski in October. Originally from Quebec, but now based in New York City, Trahan has more than 25 years of macroeconomic and equity strategy experience. He’s also a co-founder of the Macro Institute, a study program which offers a Macro Specialist designation for financial professionals who want to better understand how macro trends impact equity markets and implement macro techniques in their investment analysis. He was previously a managing director at UBS, and a partner at Cornerstone Macro LLC.
In a post on LinkedIn, Alan Tannenbaum, CEO and group head at BMO Capital Markets, noted Trahan, a member of the Institutional Investor All-America Research Team Hall of Fame, “is widely recognized for his forward-thinking approach and deep insights into market dynamics.”
“His addition expands our equity research coverage and reinforces our commitment to delivering insightful research and actionable strategies. We look forward to François’ contributions and perspectives as we continue to advance our platform.”
Other recent notable moves across the industry include:
- Trevor Hunt has joined Our Family Office Inc. as head of client engagement and portfolio manager. He brings 25 years of experience, including vice-president level roles with Northwood Family Office, BloombergSen Investment Partners, Leith Wheeler Investment Counsel Ltd. and BNY Mellon Wealth Management.
- Caroline Grimont has been promoted to chief marketing officer at Harvest ETFs after more than seven years as senior vice-president of marketing. Gregory Thorburn has also been promoted to senior business development manager with the firm, which he joined in 2022.
- Stephanie Lontoc has been promoted to the role of director, advice marketing with Manulife Wealth, where she was previously a senior marketing manager. Lontoc rejoined the firm in late 2023, after spending a year with Mackenzie Investments. She previously held other marketing roles with Manulife, dating back to 2015.
- Giulia Tatangelo has been appointed director of business development at Canada Life one year after joining the company as business development manager. She has past experience as a financial advisor with TD and as an associate with First Avenue Investment Counsel Inc.’s private investment group.
- Jeff Lucyk has joined Hamilton ETFs as head of sales. Lucyk made the move from Global X Investments Canada Inc., where he was executive vice-president overseeing sales for more than eight years. Before that, he was vice-president and national sales manager at Norrep Capital Management, with sales experience stretching back two decades.
- Justin Bowman has joined Evolve Funds Group Inc. as vice-president of sales. He brings previous experience as a regional sales manager with Harvest ETFs, and CI Global Asset Management.
- Michael Kapitan has been promoted to senior business development manager at Harvest ETFs.
If you know of other people moves in the financial industry and/or would like us to consider your announcement, email Alisha Hiyate at alisha.h@newcom.ca.