Thought Leader

Brad Herman, CFP®, AEP®, ChFC®

Regional Director, Wealth Planning

BMO Private Bank

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the wealth planning client experience. Additionally, he is a member of BMO’s …

Thought Leader

Brett Sanchez

Managing Director and Head of Private Credit

BMO Wealth Management

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…

Thought Leader

Garb Mechigian

Managing Director

BMO Family Office

Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in the financial services industry. Garb is principally responsible for pursuing strategies to grow the entire enterprise. Garb a…

Thought Leader

Hanny Pei-Rodriguez

Director, Estate Settlement Services

BMO Private Bank

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, personal trusts, and guardianships accounts.  Hanny is also a licensed at…

Thought Leader

Jon Finney

Director, Traditional Research

BMO Family Office

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services industry.  As the Director of Traditional Research, Jon oversees the re…

Thought Leader

Ken Fujita

BMO Family Office

Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, investment, phil…