Michael Finan, CFA®

Michael D. Finan is the Chief Investment Officer and 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 is a member of the Executive Leadership team for BMO Family Office and is the co-head of the Investment Advisory Services group. He joined the firm in 1995 and has over 30 years of experience in the financial services industry.

Mike oversees a team of senior portfolio managers who provide sophisticated investment advice and solutions. The group is responsible for the development and implementation of investment policies, recommendations for asset allocations and the evaluation and selection of investment managers. Mike is also directly responsible for the product development and portfolio management of the firm’s insurance dedicated funds, a series of multi-manager portfolios which are available to private placement variable life and variable annuity insurance policy holders.

Mike is a CFA charter holder and member of the CFA Society of Tampa Bay. 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 Florida. He enjoys skiing, biking, kiteboarding and traveling.