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Director, Private Wealth Advisor
BMO Private Bank
Carl serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Carl closely works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Once he has a holistic understanding of his clients’ objectives he engages a Client Strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals. Carl joined the organization in 2010 and has over 17 years of experience in the financial services industry.
Carl earned a BS in Financial Planning from Purdue University – West Lafayette, IN. He also earned a Master of Science in Wealth Management with Distinction from DePaul University – Chicago, IL. Carl is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association.
He is a Member of the Chicago Estate Planning Council and a current Board Member with the Financial Planning Association of Illinois.Carl makes his home in Chicago with his wife, and their two girls. In his free time Carl enjoys running and taking guitar lessons at the Old Town School of Folk Music.