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Michael D. Finan is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices …
Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the Wealth Management group for BMO, the 8th largest bank in North America with $1.29 trillion in assets. …
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealth planning services for BMO Private Bank, BMO Investment Ser…
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…
Elizabeth serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Elizabeth works closely with clients to gain a complete understandin…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wealth Management – U.S. As head of the Investment team, …
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