Meet the BMO Family Office team in California

Kenneth Millman, CFA^®, CAIA^®

Director - BMO Family Office

Email: Ken.Millman@bmo.com | Phone: 650-512-2142

Ken Millman is a Director of Investment Advisory Services and Team Lead with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

Ken has more than 25 years of experience in financial services and investment management. He specializes in portfolio strategy, asset allocation, multi-generational wealth transfer and portfolio design. Prior to joining BMO Family Office, Ken served as Senior Director of Wealth Management at BNY Mellon. Throughout his career, he has served in senior roles at US Trust, Bank of America Wealth Management, Barclays Global Investors, Mellon Capital Management, and Boston Private Bank and Trust. He has been a large contributor to strategy research, portfolio construction, and the evolving product management of institutional target date funds and multi-asset class solutions.

Yale Kofman

Director - BMO Family Office

Email: Yale.Kofman@bmo.com | Phone: 650-512-2156

Yale Kofman is a Director of Investment Advisory Services with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

He is responsible for implementing be spoke investment, tax and philanthropic strategies which help clients to enhance multi-generational asset transfer and to enable their wealth to promote their values.  Yale combines his experience in a family business, institutional portfolio management and passion for impact investing, working primarily with business owners, entrepreneurs and corporate executives.

He brings to BMO Family Office almost 30 years of experience in asset allocation, alternatives, ESG investing, client relationship management and C-suite strategy.  Prior to joining BMO, Yale spent 6 years in senior client-facing roles at BNY Mellon Wealth Management in San Francisco.  Other notable roles included Chief Administrative Officer at First Republic Private Wealth Management and Managing Director and Portfolio Manager at Charles Schwab Investment Management where additional responsibilities included delivering economic and market outlook on a national level. Yale received a JD from the University of San Francisco School of Law and a B.A. from Lewis & Clark College in Portland, Oregon.

Abraham Dairi

Director, Private Wealth Advisor - BMO Family Office

Email: abraham.dairi@bmo.com