MONTRUSCO BOLTON INVESTMENTS INC. of MONTREAL, QUEBEC is an SEC-registered investment adviser (CRD 154475). Regulatory assets under management: $12.9B.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
Showing 25 of 98 people.
| Name | Role | Location |
|---|---|---|
| Timothy Russell | VICE PRESIDENT, CLIENT SERVICING | Whitewater, WI |
| Sylvain Boule | PRESIDENT & CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER | Knowlton, A8 |
| Richard Guay | SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, INSTITUTIONAL MARKETS | Westmount, A8 |
| Jean-Claude Ayotte | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT, CORPORATE AFFAIRS | Montreal, A8 |
| Benoit Bourdages | VICE PRESIDENT, OPERATIONS; VICE PRESIDENT, OPERATIONS AND DATA ANALYTICS | Deux-Montagnes, A8 |
| Marylee How | SHAREHOLDER | Brossard, A8 |
| Thimothy Russell | VICE PRESIDENT | — |
| Ginette Therien | SENIOR VICE PRESIDENT, GOVERNANCE AND CHIEF COMPLIANCE OFFICER | Montreal, A8 |
| John-Henri Goldsmith | HEAD OF CANADIAN EQUITIES; VICE PRESIDENT, DEPUTY HEAD OF EQUITIES | — |
| Jean-David Meloche | HEAD OF GLOBAL EQUITIES; VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| Kimberly Melissa Cheong | PORTFOLIO MANAGER | — |
| Michael Pierre Bouet | SENIOR ANALYST | — |
| Olivier Barres | VICE PRESIDENT, FIXED INCOME; VICE PRESIDENT, FIXED INCOME AND CLIENT SERVICING | — |
| Ale Badara Niang | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER | — |
| Simon Simonian | PORTFOLIO MANAGER | — |
| Claude-Andre Duquette | SENIOR VICE PRESIDENT, HEAD OF BUSINESS DEVELOPMENT AND MARKETING; VICE PRESIDENT, INSTITUTIONAL AND RETAIL SALES | — |
| Robert Hiscock | PORTFOLIO MANAGER; SHAREHOLDER | — |
| Munir Shahin | SHAREHOLDER | — |
| Piotr Marek Stusio | SHAREHOLDER | — |
| Dina Fakhry | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER/CORPORATE SECRETARY | — |
| Marc-Oliver Fortier | SHAREHOLDER | — |
| Mark Alexander Haas | SHAREHOLDER | — |
| Jason Szczepkowski | VICE PRESIDENT, ASSISTANT HEAD OF CLIENT SERVICING, NORTH AMERICA; VICE PRESIDENT, HEAD OF CLIENT SERVICING NORTH AMERICA | — |
| Marc Drolet | VICE PRESIDENT, HEAD OF CLIENT SERVICING; VICE PRESIDENT, HEAD OF CLIENT SERVICING INTERNATIONAL | — |
| Munjal Vasantbai Patel | SHAREHOLDER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MONTRUSCO BOLTON GLOBAL EQUITY FUND | Private Equity Fund | Canada | 211 | $739.2M | $150K |
| MONTRUSCO BOLTON U.S. EQUITY FUND | Private Equity Fund | Canada | 62 | $28.1M | $150K |
| City | State | Employees | Phone |
|---|---|---|---|
| TORONTO, ONTARIO | — | 3 | 416-860-1257 |
| TORONTO, ONTARIO | — | 3 | 416-860-1257 |
| NEWPORT BEACH | CA | 2 | 949-640-0801 |
| NEWPORT BEACH | CA | 2 | 949-640-0801 |
| — | — | 1 | 416-860-1365 |
| — | — | 1 | 514-282-2924 |
| — | — | 1 | 514-282-2924 |
| — | — | 1 | 416-860-1365 |
| FRANKFURT | — | 0 | +49 (69) 25 73 |
| FRANKFURT | — | 0 | +49 (69) 25 73 |