Kenneth Millman, CFA®, CAIA®

Ken Millman is a Director of Investment Advisory Services and Team Lead with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.

Ken has more than 25 years of experience in financial services and investment management. He specializes in portfolio strategy, asset allocation, multi-generational wealth transfer and portfolio design. Prior to joining BMO Family Office, Ken served as Senior Director of Wealth Management at BNY Mellon. Throughout his career, he has served in senior roles at US Trust, Bank of America Wealth Management, Barclays Global Investors, Mellon Capital Management, and Boston Private Bank and Trust. He has been a large contributor to strategy research, portfolio construction, and the evolving product management of institutional target date funds and multi-asset class solutions.

Ken received a Bachelor’s of Science in Business Administration from California Polytechnic State University, San Luis Obispo in 1995 and holds the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations. Ken enjoys traveling, skiing, music and spending time with family and friends. He lives in Orinda, California with his wife and daughter.