Michael Finan, CFA®

Michael D. Finan is a Managing Director 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.

Mike joined the organization in 1998 and has over 25 years of experience in the financial services industry. Mike is responsible for overseeing the delivery of integrated investment advice and client service, including the development and implementation of investment policies, analysis and monitoring of client portfolios, recommendations of appropriate asset allocations and the evaluation and selection of investment managers. He is also directly responsible for the product development and co-portfolio management of the firm’s insurance dedicated funds, a series of multi-manager fund of funds portfolios which are available to private placement variable life and variable annuity insurance policy holders. Mike is the head of the Investment Advisory Services team.

Mike is a CFA charter holder and member of the CFA Society of Portland. He received a BA in Business Administration with an emphasis in finance and international business from Gonzaga University and an MBA in Finance from Eastern Washington University.

He is married with two sons, and lives in Portland, Oregon. He enjoys skiing, biking, kiteboarding and traveling.