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May 11 Program - Jack Ablin, “The Unique Challenges of Retirement Investing”

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Jack Ablin is an Executive Vice President and Chief Investment Officer with BMO Private Bank.  Mr. Ablin's presentation on May 11 will be "The Unique Challenges of Retirement Investing".

As Head of Macro Strategy, Jack chairs the Asset Allocation, Mutual Fund  Re-Optimization and Harriscreen Stock Selection Committees and is responsible for establishing investment policy and strategy within BMO Private Bank throughout the U.S. He joined the organization in 2001 and has three decades of experience in money management.

Jack earned a bachelor’s degree from Vassar College in New York, where he graduated with honors with an A.B. in Mathematics and Computer Science.  A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago.

  • Author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; Wall Street Journal’s best-seller list, 2009.

  • A frequent contributor to CNBC, Bloomberg, The Wall Street Journal  and Barron’s.

  • Served as a Professor of Finance at Boston University, Graduate School  of Management.

  • Spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida.

  • Named one of the top 100 Wealth Advisors in North America, by CityWealth Magazine in 2006, 2010, 2011, 2012, 2013 and 2014.