Rod Larson

Rod Larson is a Managing Director and Head of the Research Team 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.

Rod joined the organization in 2005 and has over 24 years of experience in the financial services industry. As the Head of Research Team, Rod oversees the sourcing and due diligence of investment managers, evaluating strategies for inclusion in client portfolios. His group also monitors the managers with whom clients have investments.

Prior to assuming his role as Head of Research, Rod spent 16 years as Director of the Private Markets Research group at BMO. His experience includes conducting in-depth analysis of manager strategies and working closely with clients to position these strategies within portfolios.

Prior to joining the organization, Rod held various corporate development positions with venture backed technology start-ups. Rod began his career as an investment banking analyst where he identified and evaluated merger and acquisition opportunities in the information technology, communications and media industries.

Rod received a BA in English from Carleton College in 1992