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100 results from “ private investment”

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meeta-yadava
Executive
Meeta Yadava
Managing Director
BMO Family Office

Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their…

michael miranda photograph
Executive
Michael Miranda, CFA®
President,
BMO Family Office and Head of Investments, Wealth

Michael Miranda is the President of BMO Family Office and the Head of Investments for BMO Wealth Management – U.S.  In this role, Michael leads BMO Family Office, the 1…

michele-havens
Executive
Michele Havens
Head of BMO Wealth Management - U.S.
BMO Wealth Management - U.S.

Based in Los Angeles, Michele is Head of the BMO Wealth Management -U,S, the 8th largest bank in North America with $1.29 trillion in assets.  BMO Private Wealth today is com…

rod-larson
Thought Leader
Rod Larson
Managing Director & Head of Research
BMO Family Office

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 and family offices across their tax, estate, investment, philanthropic,…

elizabeth-buckton
Thought Leader
Elizabeth Buckton
Private Wealth Advisor
BMO Wealth Management

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…