William Herbert
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William Herbert Email & Phone Number

Investment Banking Summer Analyst at BMO Capital Markets
Location: Oakville, Ontario, Canada 3 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
BMO Capital Markets
Role
Investment Banking Summer Analyst
Location
Oakville, Ontario, Canada
Company size
5256 employees

Who is William Herbert? Overview

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Quick answer

William Herbert is listed as Investment Banking Summer Analyst at BMO Capital Markets, a with 5256 employees, based in Oakville, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for William Herbert.

William Herbert previously worked as Investment Analyst, Public Equities at Cumberland Private Wealth Management Inc. and Private Equity Summer Analyst at &Capital Inc.. William Herbert holds Honours Business Administration (Hba) from Ivey Business School At Western University.

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BMO Capital Markets

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Profile bio

About William Herbert

Incoming 2025 Investment Banking Summer Analyst at BMO Torontoemail: wherbert@uwo.ca

Current workplace

William Herbert's current company

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BMO Capital Markets
Bmo Capital Markets
Investment Banking Summer Analyst
Oakville, ON, CA
Website
bmocm.com
Employees
5256
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3 roles

William Herbert work experience

A career timeline built from the work history available for this profile.

Investment Analyst, Public Equities

Current
Cumberland Private Wealth Management Inc.

Toronto, Ontario, Canada

Toronto-based wealth manager with $4bn AUM. Worked on the public equities investment team. Continued role part-time following the summer term.Pitched long positions on WSP (TSE: WSP), Ferrari (NYSE: RACE), Stryker (NYSE: SYK), and nVent (NYSE: NVT).

May 2024 - Present

Private Equity Summer Analyst

&Capital Inc.

Toronto, Ontario, Canada

Lower-middle market rollups of occupational health & safety businesses across North America. Identified investment opportunities, completed due diligence and financing modelling on live transactions.

May 2023 - Aug 2023
Team & coworkers

Colleagues at BMO Capital Markets

Other employees you can reach at bmocm.com. View company contacts for 5256 employees →

LW Leah White Leah White Colleague at Bmo Capital MarketsKelowna, British Columbia, Canada View → KM Kartik Makhija, Cfa Kartik Makhija, Cfa Colleague at Bmo Capital MarketsMississauga, Ontario, Canada View → JW Jonathan Weessies, Mba, Cpa, Cma Jonathan Weessies, Mba, Cpa, Cma Colleague at Bmo Capital MarketsToronto, Ontario, Canada View → SS Saylor Shea Saylor Shea Colleague at Bmo Capital MarketsGranger, Indiana, United States View → TC Tony Choy Tony Choy Colleague at Bmo Capital MarketsMississauga, Ontario, Canada View → SF Sarah-Maude Fortin Sarah-Maude Fortin Colleague at Bmo Capital MarketsMontreal, Quebec, Canada View → TD Tanya Davidson-Skelton Tanya Davidson-Skelton Colleague at Bmo Capital MarketsGreater Chicago Area, United States View → AG Anne Guan Anne Guan Colleague at Bmo Capital MarketsGreater Toronto Area, Canada View → SM Sheheryar Masood, Mba Sheheryar Masood, Mba Colleague at Bmo Capital MarketsPickering, Ontario, Canada View → GM Glen Macleod Glen Macleod Colleague at Bmo Capital MarketsDartmouth, Nova Scotia, Canada View →
3 education records

William Herbert education

FAQ

Frequently asked questions about William Herbert

Quick answers generated from the profile data available on this page.

What company does William Herbert work for?

William Herbert works for BMO Capital Markets.

What is William Herbert's role at BMO Capital Markets?

William Herbert is listed as Investment Banking Summer Analyst at BMO Capital Markets.

Where is William Herbert based?

William Herbert is based in Oakville, Ontario, Canada while working with BMO Capital Markets.

What companies has William Herbert worked for?

William Herbert has worked for Bmo Capital Markets, Cumberland Private Wealth Management Inc., and &Capital Inc..

Who are William Herbert's colleagues at BMO Capital Markets?

William Herbert's colleagues at BMO Capital Markets include Leah White, Kartik Makhija, Cfa, Jonathan Weessies, Mba, Cpa, Cma, Saylor Shea, and Tony Choy.

How can I contact William Herbert?

You can use AeroLeads to view verified contact signals for William Herbert at BMO Capital Markets, including work email, phone, and LinkedIn data when available.

What schools did William Herbert attend?

William Herbert holds Honours Business Administration (Hba) from Ivey Business School At Western University.

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