Emily Cao

Portfolio Strategist, BMO Private Wealth (Moderator)

Emily is a Portfolio Strategist at BMO Private Wealth. She works with advisors to build highly customized solutions tailored to the clients. She brings 10 years of industry experience and has held progressive roles on the Product Development and Institutional teams at well-known Canadian asset management companies. Emily earned a B.A. in Economics from the University of British Columbia, and is a CFA and CAIA Charterholder.