BMO Family Office
Director, Estate Settlement Services
BMO Private Bank
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, personal trusts, and guardianships accounts. Hanny is also a licensed attorney and, before transitioning to banking, practiced in both the public and private sectors, working with minors, disabled adults, and families navigating issues brought on by aging, chronic illness, and disability. Hanny has presented on these matters to local community organizations as well as at professional institutes including the Illinois Institute for Continuing Education and Fiduciary Investment and Risk Management Association.