BMO Family Office
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achievements and industry experience to the Investment Strategy team. As Chief Investment Strategist, he is responsible for guiding strategic and tactical asset allocations for client portfolios and leads a team that conducts macroeconomic and market analysis, and also modeling across asset classes. He is frequently cited in print media including the Wall Street Journal, NY Times, Barron’s, etc., and has appeared on NPR, CNBC, and Yahoo Finance television.
Prior to joining BMO, Yung-Yu was a finance professor at Lehigh University, where he taught courses in equities, fixed income, and derivatives. His academic studies have been cited in leading finance journals (including the Journal of Finance), top law journals, the Wall Street Journal, the Handbook of High Frequency Trading, and in the Oxford Handbook of Corporate Governance. During his tenure at Lehigh, he was awarded the Staub Outstanding Teacher Award, awarded to one faculty member by a vote of faculty and students. Prior to his academic career, Yung-Yu worked for a global consulting firm with operations in Hong Kong, Taiwan and Mainland China where he performed financial, macroeconomic, and market analysis for global companies. Later, he served as a regional manager at a Fortune 500 subsidiary in Taipei and Mainland China.
Dr. Ma earned his Ph.D. in Finance at the University of Utah and his B.A. in Economics and Political Science, magna cum laude, at Williams College in Massachusetts.