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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
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 photograph
Michael Miranda, CFA®
Head of Investments,
North American Private Wealth
Michael is responsible for all aspects of the investment management busine…
Michael is responsible for all aspects of the investment ma…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wea…
Yung-Yu Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Officer
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in th…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth M…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. H…
Amy Griman
Amy Griman
Global Head, BMO Family Office
Amy Griman is the Global President of BMO Family Office, an integrated wea…
Amy Griman is the Global President of BMO Family Office, an…
Amy Griman is the Global President of BMO Family Office, an integrated wealth management provider that serves individua…
marc-mckay
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
Wallace Harris
President
BMO Investment Services
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…
Jim Duff — U.S. National Head of Banking with BMO Private Bank
Jim Duff
U.S. National Head of Banking
U.S. Private & Business Banking (U.S. P&BB)
James Duff is the U.S. National Head of Banking  for the BMO Private …
James Duff is the U.S. National Head of Banking  for t…
James Duff is the U.S. National Head of Banking  for the BMO Private Bank and has over 30 years of experience in t…
Pratik Patel
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.
Pratik is Head, U.S. Wealth Planning and is responsible for strategic…
Pratik is Head, U.S. Wealth Planning and is responsibl…
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealt…
derek-weatherford
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
Amy Hale
Regional President - Southern & Central Regions
BMO Wealth Management - U.S.
Amy Hale, Regional President for the Southeast with BMO Wealth Management …
Amy Hale, Regional President for the Southeast with BMO Wea…
Amy Hale, Regional President for the Southeast with BMO Wealth Management U.S. Amy oversees a team of professionals …
test-sep-test-sep
Carol Schleif, CFA, FSA
Chief Investment Officer
BMO Family Office
Carol Schleif is the Chief Investment Officer of BMO Family Office, an int…
Carol Schleif is the Chief Investment Officer of BMO Family…
Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serve…
Peter O'Connor
Peter O'Connor
Regional President, Chicago & Suburban Illinois Regions
BMO Wealth Management - U.S.
Peter oversees the strategic development and delivery of BMO Private Bank&…
Peter oversees the strategic development and delivery of BM…
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform t…
jeff-hoffmann
Jeff Hoffmann
Regional President, Western Region
BMO Wealth Management - U.S.
Jeff oversees the strategic development and delivery of BMO Private Bank&r…
Jeff oversees the strategic development and delivery of BMO…
Jeff oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to…
rod-larson
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
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…
leila-t-francis
Leila T. Francis
National Head, Fiduciary Advisory Services
BMO Wealth Management U.S.
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…
laurie-klinkhammer
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 …
brett-sanchez
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
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
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…
Jonathan Batt
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&…
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, …
Peter Wolynski
Peter Wolynski
Senior Wealth Planning Consultant
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Ban…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financia…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financial planning solutions to high net worth individuals…
Paul Majerus
Paul Majerus, Business Owner …
Business Owner Strategist
BMO Private Bank
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a ke…
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies …
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and  Solutions (BOSS) team, a specialized gro…
Carl Hibben
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…
Stephen White
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
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…
Nathan Byers
Nathan Byers
Senior Wealth Planning Consultant
BMO Private Bank
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial planning solutions to high net worth individuals …
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