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Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices ac…
Based in Los Angeles, Michele is Head of the BMO Wealth Management -U,S, the 8th largest bank in North America with $1.29 trillion in assets. BMO Private Wealth today is com…
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,…
Garrett Johnson is a Managing Director and and Head of Ultra High Net Worth and Alternatives Banking at BMO Wealth Management Garrett leads the Banking team at BMO Fa…
Kate serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Kate closely works with clients to gain a complete understanding of their…
Michael Goldberg is a Managing Director with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across…
Amy Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations,…
As Chief Investment Officer, Dan is responsible for setting U.S. Wealth Management asset allocation policy and communicating the firm’s strategic and tactical market outlook…
Garb Mechigian is Managing Director with BMO Family Office. He joined BMO in 1994 and has nearly 30 years of experience in the financial services industry. Garb is principally responsible for pursuing strategies to grow the entire enterprise. Garb a…
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management Brett leads the PE Credit team which focuses on providing liquidity solutions to Private Equity and other alternative asset management General Part…
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