Our team

There are many words that we could use to describe the kind of people we hire. But if we had to choose just one, it would be this: leaders. Our people lead by example. They lead with their words. And above all, they’re partnering with our clients to lead the way forward.

Executive leadership

Michele Havens

Head of U.S. Private Wealth

U.S. Wealth Management

Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the We…

Based in Los Angeles, Michele is Head of the U.S. Private W…

Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the Wealth Management group for BMO, the 8th larges…

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 Inve…

Michael Miranda is the President of BMO Family Office and t…

Michael Miranda is the President of BMO Family Office and the Head of Investments for BMO Wealth Management – U.S…

Dan Phillips, CFA®

Chief Investment Officer

BMO U.S. Wealth Management

As Chief Investment Officer, Dan is responsible for setting U.S. Wealth Ma…

As Chief Investment Officer, Dan is responsible for setting…

As Chief Investment Officer, Dan is responsible for setting U.S. Wealth Management asset allocation policy and communic…

Carol Schleif, CFA, FSA

Chief Market Strategist

BMO Private Wealth

Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an int…

Carol Schleif is the Chief Market Strategist of BMO Private…

Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serve…

John Ippolito

Head of Sales and Client Experience

BMO U.S. Wealth Management

John Ippolito is a seasoned executive in private wealth management, bringi…

John Ippolito is a seasoned executive in private wealth man…

John Ippolito is a seasoned executive in private wealth management, bringing more than 30 years of experience driving g…

Marc McKay

National Head of Trust & Estate

BMO Wealth Management U.S.

Marc McKay serves as National Head of BMO’s Trust, Estate & Fidu…

Marc McKay serves as National Head of BMO’s Trust, Es…

Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team. In this role…

Wallace Harris

President

BMO Investment Services & Regional President of the Illinois Region

As Head of BMO Investment Services, Wallace leads the financial advisor te…

As Head of BMO Investment Services, Wallace leads the finan…

As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience th…

Pratik Patel

Head U.S. Wealth Planning

BMO Wealth Management - U.S.

Pratik is the US Head of Planning for BMO Wealth Management and is respons…

Pratik is the US Head of Planning for BMO Wealth Management…

Pratik is the US Head of Planning for BMO Wealth Management and is responsible for the strategic development and delive…

Matthias Mackay

Head, Philanthropy and Impact

BMO Wealth Management

Matthias joins BMO from National Philanthropic Trust (NPT), where he serve…

Matthias joins BMO from National Philanthropic Trust (NPT),…

Matthias joins BMO from National Philanthropic Trust (NPT), where he served as Regional Director of Development for the…

Derek Weatherford

Regional President of the Northern Region

BMO Wealth Management - U.S.

Derek B. Weatherford is a Managing Director with BMO Wealth Management. …

Derek B. Weatherford is a Managing Director with BMO Wealth…

Derek B. Weatherford is a Managing Director with BMO Wealth Management. Derek oversees a team of professionals dedic…

Amy Hale

Regional President - Southern & Central Regions

BMO Wealth Management U.S. and Stokler Ostler RIA

Amy Hale, Regional President with BMO Wealth Management U.S. Amy overse…

Amy Hale, Regional President with BMO Wealth Management U.S…

Amy Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to provi…

Rod Larson

Managing Director & Head of Research

BMO Family Office

Rod Larson is a Managing Director and Head of the Research Team with BMO F…

Rod Larson is a Managing Director and Head of the Research …

Rod Larson is a Managing Director and Head of the Research Team with BMO Family Office, an integrated wealth management…

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Thought leaders

Hanny Pei-Rodriguez

Director, Estate Settlement Services

BMO Private Bank

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 20…

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institutio…

Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, per…

Laurie Klinkhammer

National Head, Estate Settlement Services

BMO Wealth Management U.S.

As the head of BMO Private Bank's Estate Settlement Services group, La…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estate…

As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works …

Leila T. Francis, JD

National Head, Fiduciary Advisory Services

Leila serves as a fiduciary professional and advisor in the areas of tax, …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She …

Leila serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration. She provides customized advice to integrate the client…

Brett Sanchez

Managing Director and Head of Private Credit

BMO Wealth Management

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wea…

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Cre…

Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Credit team which focuses on providing liquidity solu…

Brad Herman, CFP®, AEP®, ChFC®

Regional Director, Wealth Planning

BMO Private Bank

Brad is a Regional Director of Wealth Planning, responsible for leading a …

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…

Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…

Jon Finney

Director, Traditional Research

BMO Family Office

Jon Finney is the Director of Traditional Research at BMO Family Office. …

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …

Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…

Stephen White, Senior Directo…

BMO Private Bank

Stephen White serves as a Senior Business Owner Strategist with the BMO BO…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions tea…

Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provi…

Daniel L. Gerding

Director, Private Wealth Advisor

Dan serves as a lead advisor and relationship manager to high-net-worth in…

Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including c…

Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Dan close…

Carl Hibben, CFP®, Director, …

Director, Private Wealth Advisor

BMO Private Bank

Carl serves as a lead advisor and relationship manager to high-net-worth i…

Carl serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including …

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 clo…

Jonathan Batt

Senior Director, Digital Strategy

BMO Wealth Management

As Senior Director – Digital Strategy for US Wealth Management, Jona…

As Senior Director – Digital Strategy for US Wealth Management, Jonathan is accountable for building the digital …

As Senior Director – Digital Strategy for US Wealth Management, Jonathan is accountable for building the digital client experience for the mass affluent, high net&…

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