PEOPLE
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Bolton’s team of professionals has developed wide-ranging expertise in structured finance, equity and debt derivatives, portfolio construction and management, securities lending, finance, compliance and operations over more than 100 years of combined securities and investment experience.

Rod Wilmer, CFA, ICD.D, CEO & PORTFOLIO MANAGER

Rod Wilmer is an experienced capital markets executive with a distinguished track record of performance as a Portfolio Manager, Trader and Executive. Previously Rod was CEO of Societe Generale Capital Canada and Managing Director of BMO Capital Markets.  Rod is Portfolio Manager for the Bolton Yield Enhanced Canadian Preferred Share Fund. He has extensive risk management expertise and is an active investor in emerging fintech companies.  He has a BA (1982) in Economics from McGill University, and a CFA (1995) and ICD from the Institute of Directors. He lives in Toronto with his wife and children.

Susan Murphy, CFP®, VP FINANCE

Susan is a Certified Financial Planner® with over 20 years of financial and capital markets experience.  Susan spent the majority of her career at Dundee Securities Ltd. and ScotiaMcLeod, as an Investment Associate where she was actively involved in the development, execution and review of clients investment portfolios.  Susan’s strength is in building and maintaining client relationships based on trust, integrity, exceptional client service and professionalism.  Susan holds a BA (1990) in Administrative & Commercial Studies (Financial & Economic) from the University of Western Ontario.

Gino Martone, CA, CFA

Gino has over 25 years of capital markets experience in various structuring, derivatives and portfolio management roles.  Gino became a CA while at Deloitte & Touche in 1987 and obtained his CFA in 1996.  Most recently Gino spent 18 years at BMO Capital Markets in various roles culminating in him being Executive Managing Director & Head of Structured Finance for 6 years.  Gino holds a HBA (1984) from the Ivey Business School at the University of Western Ontario.

Graham Watt, CIM

Graham has over 28 years of capital markets experience at major bank-owned dealers spanning derivatives, domestic and eurobond debt origination as well as investment banking.  Most recently Graham spent 16 years at BMO Capital Markets as Executive Managing Director & Head of Issuer Origination – Financial Products Group.  Graham holds a BA (1985) in Economics from Princeton University and has completed the Certified Investment Manager (CIM) certification.