Roxane Lapenna

CFA, CAIA

Head of Retail Investment Specialists

As Head of Retail Investment Specialists, Roxane focuses on delivering impactful investment insights and solutions to retail clients. She is a senior investment professional bringing over a decade of experience across asset management, product research, and investment communications.

Roxane is known for her collaborative leadership style, strong analytical acumen, and ability to craft compelling investment content — from thought leadership and investment presentations to podcasts and advisor education. She is known for her ability to translate complex investment strategies into clear, actionable narratives.

Prior to her current role, Roxane has been instrumental in leading a team that shaped the communication of TD Asset Management’s investment strategies. Her fund coverage has included full portfolio solutions, liquid alternatives, private alternatives, fixed income, and outcome-driven mandates.

Throughout her career, she held progressively senior roles at TD Wealth and TD Asset Management, where she led initiatives across product due diligence, investment manager research, and client portfolio management.

Roxane is a CFA charterholder and holds the CAIA designation. She earned her BBA in Finance and Economics from Bishop’s University.

Current Podcasts

Podcast: The Case for Covered Call ETFs - April 27, 2026

In this episode, host Zayla Saunders sits down with Roxane Lapenna to break down the mechanics behind the covered call ETF shelf: from option premium and cash flow generation to the realities of NAV erosion and what it all means for your portfolio. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM. This episode was recorded live on April 27, 2026.

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