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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, …
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. …
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations, in…
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…
As Chief Trust Officer, Randi reviews new business opportunities, advises the BMO Delaware Team on a variety of questions relating to existing trust accounts, and addresses regula…
Robert provides tailored private banking services to high net worth individuals, families and organizations, including closely-held and family-owned businesses, as part of an overall personal wealth management strategy. He joined the organization in…
Serge serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Serge closely works with clients to gain a complete understanding of their lifes…
Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provides sophisticated wealth planning guidance to business owners and corporate…
As a Senior Trust Advisor, Tonia works closely with her clients and their advisors in managing and overseeing complex trusts administered by BMO under Delaware law. Tonia’s …
As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience through comprehensive financial planning. Wallace and team als…
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