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Director, Traditional Research
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 15 years of experience in the financial services industry. As the Director of Traditional Research, Jon oversees the research, due diligence and approval of the third-party traditional investment managers that BMO Family Office recommends to our clients. Jon works closely with Investment Advisors to implement those investments across client portfolios. Before assuming his current role, Jon was a Senior Research Analyst at CTC l myCFO whose research coverage spanned public markets, hedge funds and private markets investments.
Jon also leads the firm’s impact practice, working with an internal team that blends expertise across investment research, philanthropy and trust and estate planning. In collaboration, the team enables clients to properly align their net worth with personally-defined impact objectives.
Mr. Finney earned a BS in civil and environmental engineering from the University of California, Davis. He holds the Chartered Alternative Investment Analyst (CAIA®) designation.
Jon currently serves on multiple for-profit and not-for-profit advisory boards. He is the former President of the Portland Alternative Investment Association and is a member of the CFA Society in Portland.