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Amy Hale, Regional President for the Southeast with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to providing high net worth individuals, families …
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…
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…
Kate serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Kate closely works with clients to gain a complete understanding of their…
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…
Rod Larson is a Managing Director and Head of the Research Team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families a…
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