Rodney Stein

Senior Investment Advisor

Rod joined the Bank of Montreal (BMO) in 1972 and in November 1979, became the Senior Manager Bond Trading responsible for all trading and distribution of long term debt market products.  Three years later, he was promoted to Vice-President within the Bank’s Domestic Cash Markets Group, mainly responsible for the distribution of Money Market Products to the Corporate and Institutional investor.  In 1987, Rod assumed total responsibility for the origination of all money market activities as Director of the Debt Origination Group, within the BMO capital Markets.

With over 38 years with BMO Capital Markets, Rod has had an exceptional history and proven track record in the origination of Debt Market Products.  A market visionary who has successfully built teams through leadership, integrity and commitment. He has been consulting on numerous capital market opportunities. namely:

  • CFO of Blackstone Energy Group, a green-energy company specializing in the capitalizing and funding of green energy initiatives.
  • Jameson Bank, a new schedule 1 Bank Capital utilization (increasing overall ROE).
  • Public debt management projects for certain Central Banks.
  • Securitized asset-backed commercial paper markets for a Federal Government Agency.