Douglas B. Stotz

Sales & Marketing at

BMO Financial Group, Inc.

Finance

Commercial Services

Consumer Services

Profile

Douglas B. Stotz is currently the Chief Marketing Officer & Executive Vice President at BMO Financial Group, Inc. He started this position in 2013.
Prior to his current role, he was the Chief Marketing Officer at Bank of Montreal from 2011 to 2013.
He also held the position of EVP-Product & Profitability Management at FleetBoston Financial Corp.
Additionally, he worked as a Partner-Financial Services Practice at Bain & Co., Inc. and as a Strategic Consultant at The Boston Consulting Group, Inc. Mr. Stotz completed his graduate degree at Massachusetts Institute of Technology and his undergraduate degree at The Wharton School of the University of Pennsylvania.

Douglas B. Stotz active positions

Companies	Position	Start
BMO Financial Group, Inc. BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services	Sales & Marketing	11/01/2011

All active positions of Douglas B. Stotz

Former positions of Douglas B. Stotz

Companies	Position	End
The Boston Consulting Group, Inc. The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services	Corporate Officer/Principal	-
Bain & Co., Inc. Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services	Corporate Officer/Principal	-
FleetBoston Financial Corp. FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.	Corporate Officer/Principal	-
BANK OF MONTREAL	Sales & Marketing	-

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Linked companies

Private companies	7
Bank of Montreal Bank of Montreal Major BanksFinance Provides national banking services	Finance
FleetBoston Financial Corp. FleetBoston Financial Corp. Major BanksFinance Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.	Finance
Bain & Co., Inc. Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services	Commercial Services
The Boston Consulting Group, Inc. The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides management consulting services	Commercial Services
BMO Financial Group, Inc. BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services	Finance
Massachusetts Institute of Technology Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services