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Our team

There are many words that we could use to describe the kind of people we hire. But if we had to choose just one, it would be this: leaders. Our people lead by example. They lead with their words. And above all, they’re partnering with our clients to lead the way forward.

Executive leadership

Shannon Kennedy
Shannon Kennedy
Head U.S. Advisory and Head, U.S. Wealth Management
BMO Wealth Management
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Managemen…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. W…
Shannon Kennedy is Head U.S. Advisory and Head, U.S. Wealth Management, an integrated wealth management provider t…
michael miranda photograph
Michael Miranda, CFA®
Head of Investments - U.S. Wealth
BMO Wealth Management - U.S.
Michael is responsible for all aspects of the investment management busine…
Michael is responsible for all aspects of the investment ma…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wea…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Officer
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in th…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth M…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. H…
marc-mckay
Marc McKay
National Head of Trust & Estate
BMO Wealth Management U.S.
Wallace Harris
Wallace Harris
President
BMO Investment Services
As Head of BMO Investment Services, Wallace leads the financial advisor te…
As Head of BMO Investment Services, Wallace leads the finan…
As Head of BMO Investment Services, Wallace leads the financial advisor team in delivering a great client experience th…
Stephen Johnson
Stephen Johnson
Head of Sales and Strategy
BMO Wealth Management - U.S.
Stephen Johnson is the U.S. Wealth Integration Lead, and Head of Sales and…
Stephen Johnson is the U.S. Wealth Integration Lead, and He…
Stephen Johnson is the U.S. Wealth Integration Lead, and Head of Sales and Strategy for BMO Wealth Management. Stephen …
Jim Duff — U.S. National Head of Banking with BMO Private Bank
Jim Duff
U.S. National Head of Banking
BMO Private Bank
James Duff is the U.S. National Head of Banking  for the BMO Private …
James Duff is the U.S. National Head of Banking  for t…
James Duff is the U.S. National Head of Banking  for the BMO Private Bank and has over 30 years of experience in t…
Pratik Patel
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.
Pratik is Head, U.S. Wealth Planning and is responsible for strategic…
Pratik is Head, U.S. Wealth Planning and is responsibl…
Pratik is Head, U.S. Wealth Planning and is responsible for strategic development and delivery of customized wealt…
derek-weatherford
Derek Weatherford
Regional President of the Northern Region
BMO Wealth Management
Derek B. Weatherford is a Managing Director with BMO Wealth Management. …
Derek B. Weatherford is a Managing Director with BMO Wealth…
Derek B. Weatherford is a Managing Director with BMO Wealth Management. Derek oversees a team of professionals dedic…
Deborah Korompilas
Deborah Korompilas
Head, Sales and Practice Management
BMO Wealth Management - U.S.
Deborah is the Head, Sales and Practice Management where she is respo…
Deborah is the Head, Sales and Practice Management whe…
Deborah is the Head, Sales and Practice Management where she is responsible for leading the development and execut…

Thought leaders

Julie Ann Garber
Julie Ann Garber
Vice President and Senior Wealth Planning Consultant with BMO Private Bank
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customi…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customized financial planning solutions to high net worth…
hanny-pei-rodriguez
Hanny Pei-Rodriguez
Director, Estate Settlement Services
BMO Private Bank
Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 20…
Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institutio…
Hanny Pei-Rodriguez joined BMO U.S. Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, per…
therese-pershall-q3-1
Therese Pershall
Private Wealth Advisor
BMO Wealth Management
Therese serves as a lead advisor and relationship manager to high-net-wort…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. She w…
kate-lyons-q3-2
Kathryn Lyons
Sr. Portfolio Manager
BMO Wealth Management
Kate serves as part of the Client Strategy Team, where she provides custom…
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions …
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions for high net worth individuals, families and organ…
brad-herman-cfp-aep-chfc
Brad Herman, CFP®, AEP®, ChFC®
Regional Director, Wealth Planning
BMO Private Bank
Brad is a Regional Director of Wealth Planning, responsible for leading a …
Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…
Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…
Suzie Eyrich
Suzie Eyrich
Financial Planner
BMO Private Bank
Suzie provides customized financial planning solutions to high net worth i…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Suzie joined BMO …
Jon Finney
Jon Finney
Director, Traditional Research
BMO Family Office
Jon Finney is the Director of Traditional Research at BMO Family Office. …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…
Paul  Majerus
Paul Majerus, Business Owner …
Business Owner Strategist
BMO Private Bank
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a ke…
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies …
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies and  Solutions (BOSS) team, a specialized gro…
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, …
Jonathan  Batt
Jonathan Batt
Senior Director, Digital Strategy
BMO Wealth Management
As Senior Director – Digital Strategy for US Wealth Management, Jona…
As Senior Director – Digital Strategy for US Wealth Management, Jonathan is accountable for building the digital …
As Senior Director – Digital Strategy for US Wealth Management, Jonathan is accountable for building the digital client experience for the mass affluent, high net&…
Cheng Li, CFA
Cheng Li, CFA
Portfolio Strategist
BMO Wealth Management - U.S.
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.
Jeffrey Rogers
Jeffrey Rogers
Equity Research Analyst
BMO Wealth Management - U.S.
Peter  Wolynski
Peter Wolynski
Senior Wealth Planning Consultant
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Ban…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financia…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financial planning solutions to high net worth individuals…
Carl Hibben
Carl Hibben, CFP®, Director, …
Director, Private Wealth Advisor
BMO Private Bank
Carl serves as a lead advisor and relationship manager to high-net-worth i…
Carl serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including …
Carl serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Carl clo…
Stephen White serves as a Senior Business Owner Strategist with the BMO BO…
Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions tea…
Stephen White serves as a Senior Business Owner Strategist with the BMO BOSS - Business Owner Strategies & Solutions team, a specialized group of professionals that provi…
Daniel L.  Gerding
Daniel L. Gerding
Director, Private Wealth Advisor
Dan serves as a lead advisor and relationship manager to high-net-worth in…
Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including c…
Dan serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Dan close…
Nathan  Byers
Nathan Byers
Senior Wealth Planning Consultant
BMO Private Bank
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial planning solutions to high net worth individuals …

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