← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（11/22/2024）
MONTRUSCO BOLTON INVESTMENTS INC. · 所有者与执行高管（CRD 154475）
机构事实页：MONTRUSCO BOLTON INVESTMENTS INC. 事实页 → | 官方原文：IAPD firm-summary/154475
Schedule A · 直接所有者（34 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| AYOTTE, JEAN-CLAUDE | 个人 | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | 是 | NA |
| BOURDAGES, BENOIT | 个人 | VICE PRESIDENT, OPERATIONS | 是 | NA |
| BOULE, SYLVAIN | 个人 | PRESIDENT, CHIEF EXECUTIVE OFFICER | 是 | B |
| RUSSELL, TIM | 个人 | VICE PRESIDENT | 是 | NA |
| THERIEN, GINETTE | 个人 | SENIOR VICE PRESIDENT, GOVERNANCE AND CHIEF COMPLIANCE OFFICER | 是 | NA |
| GOLDSMITH, JOHN | 个人 | VICE PRESIDENT, DEPUTY HEAD OF EQUITIES | 是 | A |
| GUAY, RICHARD | 个人 | SENIOR VICE PRESIDENT | 是 | B |
| MELOCHE, JEAN-DAVID | 个人 | VICE PRESIDENT AND PORTFOLIO MANAGER | 是 | NA |
| AMG CANADA HOLDING CORP. | 境外实体 | SHAREHOLDER | 是 | C |
| FONDS DE SOLIDARITE DES TRAVAILEURS DU QUEBEC | 境外实体 | SHAREHOLDER | 是 | B |
| CHEONG, KIMBERLY, MELISSA | 个人 | PORTFOLIO MANAGER | 是 | NA |
| BOUET, MICHAEL, PIERRE | 个人 | SENIOR ANALYST | 是 | NA |
| Barres, Olivier | 个人 | VICE PRESIDENT, FIXED INCOME | 是 | NA |
| NIANG, ALE, BADARA | 个人 | VICE PRESIDENT, CHIEF TECHNOLOGY OFFICER | 是 | NA |
| SIMONIAN, SIMON | 个人 | PORTFOLIO MANAGER | 是 | NA |
| DUQUETTE, CLAUDE-ANDRE | 个人 | VICE PRESIDENT, INSTITUTIONAL AND RETAIL SALES | 是 | NA |
| HISCOCK, ROBERT | 个人 | SHAREHOLDER | — | NA |
| SHAHIN, MUNIR | 个人 | SHAREHOLDER | — | NA |
| STUSIO, PIOTR MAREK | 个人 | SHAREHOLDER | — | NA |
| FAKHRY, DINA | 个人 | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER | 是 | NA |
| FORTIER, MARC-OLIVER | 个人 | SHAREHOLDER | — | NA |
| HAAS, MARK ALEXANDER | 个人 | SHAREHOLDER | — | NA |
| SZCZEPKOWSKI, JASON | 个人 | VICE PRESIDENT, HEAD OF CLIENT SERVICING NORTH AMERICA | 是 | NA |
| DROLET, MARC | 个人 | VICE PRESIDENT, HEAD OF CLIENT SERVICING INTERNATIONAL | 是 | NA |
| PATEL, MUNJAL VASANTBAI | 个人 | SHAREHOLDER | — | NA |
| ST-GERMAIN, JULIE | 个人 | SHAREHOLDER | 是 | NA |
| MAGGIORE, GIACOMO | 个人 | SHAREHOLDER | — | NA |
| MCNEILL, MATHEW | 个人 | SHAREHOLDER | — | NA |
| GARNIER, MELINE | 个人 | SHAREHOLDER | — | NA |
| HOW, MARYLEE | 个人 | SHAREHOLDER | — | NA |
| CASSAR, JENNIFER | 个人 | SHAREHOLDER | — | NA |
| MACKAY, CHRISTINE | 个人 | SHAREHOLDER | — | NA |
| GAREAU, KARINE | 个人 | SHAREHOLDER | — | NA |
| MOKRI, MELORI | 个人 | SHAREHOLDER | — | NA |
Schedule B · 执行高管（2 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| AMG NORTH AMERICA HOLDING CORP. | SHAREHOLDER | 是 |
| AFFILIATED MANAGERS GROUP, INC. | SHAREHOLDER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
