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: BMO Market+ ETFs: Enhancing Core Equity Exposure - July 13, 2026

What if you could get the broad exposure of an index ETF, with a little extra alpha potential built in? In this episode, special guest Roxane Lapenna joins host Hilly Cutler to unpack BMO’s new Market+ ETF suite and the disciplined, rules-based approach behind it — and why this hybrid strategy may be especially timely as fee scrutiny reshapes the investment landscape. Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO Global Asset Management (BMO GAM). He is joined by Roxane Lapenna, Managing Director, Head of Retail Investment Specialists at BMO GAM. This episode was recorded live on Monday, July 13, 2026.

Views from the Desk

The VAULT Newsletter

Quantitative deep dive: Tailor beta exposures with an alpha-focused approach

A look into the methodology that drives BMO Global Asset Management’s quantitative team mandates — a disciplined core process working in lockstep with strategy-specific constraints to produced a set of robust, proven strategies.

Winter 2026