Serge Ecityan, CFA

Serge serves as a lead advisor and relationship manager to high-net-worth individuals, families and
organizations, including closely-held and family-owned businesses. Serge closely works with clients to
gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then,
he identifies and engages a Client Strategy Team to create a personalized and constantly evolving
financial plan and strategy to help meet these goals.

Serge joined BMO in 2003 in the Montreal (Quebec) office and was appointed to a Manager, Trust
Services in 2006. He joined the BMO Private Bank Naples office in 2014 and has over 26 years of
experience in the financial services industry. Serge earned his Bachelor of Commerce Degree with a
Major in Finance from Concordia University. He has also received his Chartered Financial Analyst ®
(CFA) designation. Serge is also a graduate of the Florida Graduate Trust & Wealth Management
School program from the Florida Bankers Association.

Serge currently holds memberships in the CFA Society Naples and the CFA Institute and is currently
on the board of the CFA Society Naples (serving as President). He is also on the board for Champions
For Learning, and is actively involved in the Take Stock in Children Selection Committee, Classroom
Grant Selection Committee, and Countdown to Cap & Gown. He is involved with the Collier
Community Foundation’s Professional Advisors Council. Serge is also a member of the Executive
Council for the Department of Economics & Finance at Florida Gulf Coast University.
Serge resides in Naples, FL with his wife and two children. He is an avid sports fan, loves reading,
and spending time with his family.