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Derek Garland serves as Director, Business Owner Strategist on the BMO BOSS–Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth transfer, succession and transition planning gu…
Alexis Sumner, JD, is a Vice President and Senior Wealth Planning Strategist with BMO Private Bank. Alexis provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management s…
Amy Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations,…
As President and CEO, Anne is responsible for the development and delivery of BMO Trust Company’s trust services under Delaware law. Anne has over 35 years of Delaware based…
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Credit team which focuses on providing liquidity solutions to Private Equity and other alternative asset management General Part…
Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices ac…
As Chief Investment Officer, Dan is responsible for setting U.S. Wealth Management asset allocation policy and communicating the firm’s strategic and tactical market outlook…
Dave Bensema is a Managing Director 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 nee…
Derek oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families and organizations, …
Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is r…
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