Joe Nakhle joins as Chief Investment Officer and Head of Investment Risk

We are pleased to welcome Joe Nakhle to Montrusco Bolton as our newly appointed Chief Investment Officer and Head of Investment Risk.

Joe is a seasoned professional with over 20 years of experience in investment strategy, risk management, product development and business transformation. Throughout his career, he has held several key leadership positions in asset management, client relations and operations. He holds a bachelor’s degree in finance and economics from Concordia University and an MBA from INSEAD. He is also a CFA charterholder and holds the FRM designation.

In his new role, Joe will be responsible for fostering synergies across our investment teams, overseeing our investment risk management framework, and ensuring our processes remain rigorous and responsive to evolving market conditions. He will also lead our product strategy to continue delivering value to our clients. His appointment follows the recent addition of two new investment teams: a benchmark-agnostic Canadian equity team based at our headquarters in Montreal, Quebec, and an international equity team based in Newport Beach, California.

“As our expertise and offering continue to expand, so has our need for dedicated strategic leadership,” says Sylvain Boulé, President and Chief Executive Officer of Montrusco Bolton. “Joe brings strong leadership, a strategic vision and a deep understanding of global financial markets. He will work directly with our asset management teams to foster collaboration and support the effective sharing of resources, while ensuring our investment approach remains aligned with our clients’ needs and our business priorities.”

About us

Montrusco Bolton is an independent, majority employee-owned asset management firm with a global presence, serving institutional and private clients in Canada, the United States, Europe, the U.K. and Asia. For more investment and market insights, follow us on LinkedIn.