![R. Michael Sullivan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. R.
Michael Sullivan, CFA, is Regional Director of Investments at BMO Harris Bank, NA.
He received his BSBA in Finance and Real Estate from the Eller College of Management at University of Arizona.
Former positions of R. Michael Sullivan
| Companies | Position | End |
|---|---|---|
BMO Bank NA (Investment Management)
 BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Director of Investments | 01/03/2015 |
Training of R. Michael Sullivan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
BMO Bank NA (Investment Management)
BMO Bank NA (Investment Management) Investment ManagersFinance BMO-IM manages a variety of fixed-income and dividend-yielding equities. The firm's investment strategy focuses on asset allocation, but they also believe that substantial value is created by making disciplined, research-driven tactical asset allocation adjustments to capture market opportunities as they arise. BMO-IM employs a disciplined, multi-step process to create customized portfolios for each client. The firm defines the client's investment objectives, establishes the client's strategic asset allocation strategy, and implements tactical asset allocation, portfolio construction, and portfolio management. | Finance |
Eller College of Management
 Eller College of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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