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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 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…
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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