Jeff Hoffmann

Jeff oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout California, Nevada, Oregon, Washington and Idaho. Mr. Hoffmann is a member of the National Wealth Management Executive Committee.

Prior to his current role, Jeff was the Head of Sales for Wealth Management at Bank of the West, where he led a team of Regional Managers who were responsible for managing both the Private Bank and Brokerage Businesses. In addition, Jeff managed a Sales Strategy and Analytics Team, and the Investor Center for Mass Affluent clients.

With 25 years of experience in the financial services sector, and a deep understanding of Banking, Trust and Brokerage capabilities, Jeff has a proven track record of leading high performing teams in Retail Banking, Private Banking and Wealth Management.

Jeff earned his Bachelor’s in Finance and Economics from Iowa State University.