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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…
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 als…
John Ippolito is a seasoned executive in private wealth management, bringing more than 30 years of experience driving growth, developing top-performing teams, and advising high-ne…
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…
Dave Bensema is a Managing Director 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 nee…
Ken Fujita is a Senior Managing Director and the Head of Banking and Lending Originations for BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, investment, phil…
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,…
James Futrell is a Managing Director and Head of Investments with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and …
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 lifes…
Elizabeth serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Elizabeth works closely with clients to gain a complete understandin…
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