BMO Capital Markets

BMO Capital Markets

October 04, 2010 09:30 ET

BMO Capital Markets Expands U.S. Public Finance Group with New Hires

- New additions in public finance strengthen BMO Capital Markets in Chicago, New York and San Francisco

- BMO hired five senior professionals in its Non-Profit Institutions Group covering health, education & cultural organizations, with particular focus on Strategy & Analytics

- BMO has expanded with 450 new employees worldwide since last year, 189 in the United States

NEW YORK, NEW YORK and CHICAGO, ILLINOIS--(Marketwire - Oct. 4, 2010) - BMO Capital Markets, the investment and corporate banking arm of BMO Financial Group (NYSE:BMO)(TSX:BMO), has hired five senior public finance professionals to bolster its U.S. Public Finance Group in Chicago, New York and San Francisco. The new hires will provide investment banking services to non-profit institutions, including health, education and cultural organizations, with particular emphasis on strategy and analytics.

"With an ever increasing demand for comprehensive investment banking services that meet the strategic, financial and advisory needs of non-profit health, education and cultural organizations, BMO Capital Markets continues to expand our focus, capabilities and expertise for this essential industry segment," said Lyle McCoy, Managing Director and Head of Public Finance & Infrastructure. "Our new team members further enhance our proven track-record of success and customer-focused execution in public finance throughout the U.S." 

The new hires include:

Brett Whysel, based in New York, will lead the firm's Public Finance Strategy & Analytics as Managing Director, reporting to Lyle McCoy. Mr. Whysel brings 16 years of experience to BMO from financial firms including Ziegler, Citigroup Global Markets, and Merrill Lynch. He is a recognized industry leader in risk analytics development and risk consulting.

David Johnson, Managing Director and Head of BMO's Non-Profit Institutions Group, will be based in Chicago. Mr. Johnson brings more than 25 years of investment banking, strategic advisory and leadership experience from Citigroup Global Markets, Merrill Lynch and Lehman Brothers. 

Kerry Rudy, joins as a Managing Director in the Non-Profit Institutions Group in Chicago, bringing over 20 years of experience to BMO from financial firms including Goldman Sachs and Lehman Brothers.

Lisa Conley, joining the Chicago-based group as Director, will report to David Johnson. With over 15 years of financial experience, Ms. Conley was formerly a Director at Citi Markets and Banking. 

Jullia Quazi, joining the San Francisco office as Director, will also report to David Johnson. Ms. Quazi, a senior professional with over 10 years of experience, comes to BMO from Ziegler Capital Markets where she was Director of Healthcare Finance. 

These new additions demonstrate BMO's continued expansion, which includes 450 new employees worldwide since last year, with 189 of them in the United States.

About the Non-Profit Institutions Group

The BMO Capital Markets Non-Profit Institutions Group is focused on securing senior manager mandates by providing superior investment banking services to health, education and cultural organizations throughout the United States.

About the BMO Capital Markets Public Finance & Infrastructure Group

About BMO Capital Markets

BMO Capital Markets is a leading, full-service North American financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,000 employees operating in 26 locations around the world, including 14 in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE:BMO)(TSX:BMO), one of the largest diversified financial services providers in North America with US$386 billion total assets and 38,000 employees as at July 31, 2010.



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