Brad Herman, CFP®, AEP®, ChFC®

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 wealth planning client experience. Additionally, he is a member of BMO’s Business Owner Strategy and Solutions team (BOSS), and a frequent contributor to client thought leadership. He joined BMO Private Bank in 2019 and has over 18 years of experience in the financial services industry.

Prior to joining BMO Private Bank, Brad held various roles in the independent Registered Investment Advisor, and brokerage space, as well as over seven years in the Private Bank of an internationally owned, West Coast financial institution, including two years leading the wealth planning efforts in the organization’s Pacific Northwest footprint.

Brad earned a BS, with Distinction, in Business Administration (Finance) from San Diego State University. He also completed the Executive Financial Planner program through San Diego State University. Brad is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Estate Planner® designee, and a Chartered Financial Consultant®.

Brad resides in Chicago’s western suburbs with his wife, Catherine, son, and rescue dog. In his free time, Brad enjoys traveling, experiencing wines of the world, and is a fitness enthusiast.