“Lesley has a sterling reputation in our industry and I know this first-hand from having worked with her in the past,” Mackenzie Investments President and CEO Barry McInerney said of Marks. “Her extensive mix of research and investment management experience is complemented by a strong commitment to collaboration and investment excellence. We’re fortunate to have her join Mackenzie.”
Marks’ professional career spans more than 25 years across asset and wealth management, with 22 years spent at BMO Global Asset Management and BMO Wealth Management.
Most recently, she was CIO and head of Investment Management of BMO Private Wealth (Canada), where she managed a team of more than 80 investment professionals; had overarching responsibility for BMO’s Private Wealth Investment Management platforms; and led research, product, trading and investment strategy.
Before that, she led 25 investment professionals across the Canadian active equity and fixed income investment teams at BMO Global Asset Management Canada as senior vice-president and CIO (Fundamental Investments).
A CFA charterholder with an MBA from Richard Ivey School of Business and a B. Comm from Queen’s University, Marks boasts a successful track record of managing Canadian equity portfolios.
