Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:The Sale of M&I Investment Management's Parent is Complete Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, July 6, 2011

The Sale of M&I Investment Management's Parent is Complete

Reported by Armie Margaret Lee

Bank of Montreal yesterday finished its $4.1 billion acquisition of M&I Investment Management's parent, Marshall & Ilsley.

M&I Investment Management [see profile] runs the Marshall family of mutual funds.

An SEC filing from BMO in April outlined the posts that executives will be offered upon the deal's closing. Below are some highlights from the filing:

  • Kenneth (Ken) C. Krei, chairman, president and CEO of Marshall & Ilsley Trust Company and chairman and CEO of M&I Investment Management Corp. will be offered the role of executive vice president, global private banking, reporting to Gilles Ouellette.

  • Tommy O. Huie, president and chief investment officer of M&I Investment Management Corp. will be offered the role of president and chief investment Officer of BMO Asset Management U.S., reporting to Barry S. McInerney, who will continue as co-CEO BMO Global Asset Management.

  • Steve Arquilla of Harris will be offered the role of COO at BMO Asset Management U.S.

  • Phil Enochs of Harris Investments will be offered the role of managing director of relationship management at BMO Asset Management U.S.

    Click here to view the filing. 

    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 0.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2025: Q3Q2Q1
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
    2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
    3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
    4. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
    5. MFDF webinar - ETF Conversions, July 17
    6. MFDF Director Discussion Series - Open Forum (New York), July 22
    7. MFDF Ask Anything webinar - AI Edition, July 24
    8. MFDF webinar - Use of Derivatives by RICs, July 29
    9. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
    10. Samfund Soiree Boston 2025, August 21
    11. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    12. ICI ETF Conference, Sep 8-10
    13. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    14. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    15. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    16. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    17. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    18. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    19. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    20. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    21. 10th annual Fuse Forum, October 8
    22. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    23. 2025 MMI Annual Conference, Oct 15-17
    24. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
    25. MFDF In Focus webinar - Audit Committee Chair, November 5
    26. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13




    ©All rights reserved to InvestmentWires, Inc. 1997-2025
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use