Meeta Yadava, Managing Director

Meeta Yadava is a Managing Director at 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.

Meeta joined our organization in 2009 and has 25 years of experience helping clients navigate the complex issues of significant wealth. She leads teams across multiple states and is responsible for promoting new client engagement across the enterprise, and helps to develop and execute upon strategies for growing the business and delivering exceptional client experiences.

Ms. Yadava earned a Bachelor of Commerce with honors in Business, Finance and Accounting from Hindu College, Delhi University in India. She also earned an MBE in Finance and Marketing from Delhi University in India. She is a CERTIFIED FINANCIAL PLANNER™ professional and is currently pursuing the Certified Divorce Financial Analyst® certification. Meeta has Series 7, 63 and 65 licenses.

She serves on the Board of Barrington Area Community Foundation, is on the WINGS suburban leadership council and Chairman of the LaxmiTara Public School in India, educating 1,200 under privileged students in rural India. Meeta was named a BMO Private Bank Platinum Award Recipient in 2013, 2014 and 2015 in recognition of her contributions to growing the business. She was selected to Diversity MBA’s eleventh annual list of Top 100 under 50 Diverse Emerging Leaders for 2017.