BMO Family Office
BMO Investment Services
As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience through comprehensive financial planning. Wallace and team also work collaboratively with the Retail Banking Sales Leaders to deliver integrated banking and wealth management solutions to our mass affluent clients, through the Premier Services program.
Wallace joined BMO nearly a decade ago. In his most recent role as Head of Customer Experience Execution, Wallace was responsible for driving branch transformation, customer experience, and best-in-class results in revenue and growth for the U.S. Personal Banking teams.
Wallace has held a variety of executive leadership roles during his over 25-year professional career, including President of a $1.2 billion bank advisory business, and Chief Financial Officer for both a $3 billion regional bank and a $70 million dollar manufacturing company. In addition, he has received several honors, including recognition as a Leadership Greater Chicago Fellow, Chicago United Business Leader of Color, and Chicago United Visionary.
He currently serves as a Director for the board of Metropolitan Family Services. He also serves on the Board of Directors for St. Ignatius College Prep and the School Programs Committee. Wallace holds an MBA from the University of Michigan and a bachelor’s degree from the University of Notre Dame.