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Michael Goldberg is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across…
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…
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…
Pratik is the US Head of Planning for BMO Wealth Management and is responsible for the strategic development and delivery of customized wealth planning services for ultra-affluent…
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…
Steve Kwei joined BMO Wealth Management as the U.S. Head of Banking in August 2025. Steve has over 20-years of banking and lending experience through his time at Merr…
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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