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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

michele-havens
Michele Havens
Head of U.S. Private Wealth
U.S. Wealth Management
Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the We…
Based in Los Angeles, Michele is Head of the U.S. Private W…
Based in Los Angeles, Michele is Head of the U.S. Private Wealth in the Wealth Management group for BMO, the 8th larges…
michael miranda photograph
Michael Miranda, CFA®
Head of Investments,
North American Private Wealth
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…
dan-phillips-cfa
Dan Phillips, CFA®
Chief Investment Officer
BMO U.S. Wealth Management
As Chief Investment Officer, Dan is responsible for setting U.S. Wealth Ma…
As Chief Investment Officer, Dan is responsible for setting…
As Chief Investment Officer, Dan is responsible for setting U.S. Wealth Management asset allocation policy and communic…
test-sep-test-sep
Carol Schleif, CFA, FSA
Chief Market Strategist
BMO Private Wealth
Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an int…
Carol Schleif is the Chief Market Strategist of BMO Private…
Carol Schleif is the Chief Market Strategist of BMO Private Wealth, an integrated wealth management provider that serve…
john-ippolito
John Ippolito
Head of Sales and Client Experience
BMO U.S. Wealth Management
John Ippolito is a seasoned executive in private wealth management, bringi…
John Ippolito is a seasoned executive in private wealth man…
John Ippolito is a seasoned executive in private wealth management, bringing more than 30 years of experience driving g…
marc-mckay
Marc McKay
National Head of Trust & Estate
BMO Wealth Management U.S.
Marc McKay serves as National Head of BMO’s Trust, Estate & Fidu…
Marc McKay serves as National Head of BMO’s Trust, Es…
Marc McKay serves as National Head of BMO’s Trust, Estate & Fiduciary Administration team.  In this role…
Pratik Patel
Pratik Patel
Head U.S. Wealth Planning
BMO Wealth Management - U.S.
Pratik is the US Head of Planning for BMO Wealth Management and is respons…
Pratik is the US Head of Planning for BMO Wealth Management…
Pratik is the US Head of Planning for BMO Wealth Management and is responsible for the strategic development and delive…
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…
derek-weatherford
Derek Weatherford
Regional President of the Northern Region
BMO Wealth Management - U.S.
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…
amy-hale
Amy Hale
Regional President - Southern & Central Regions
BMO Wealth Management - U.S.
Amy Hale, Regional President with BMO Wealth Management U.S. Amy overse…
Amy Hale, Regional President with BMO Wealth Management U.S…
Amy Hale, Regional President with BMO Wealth Management U.S. Amy oversees a team of professionals dedicated to provi…
rod-larson
Rod Larson
Managing Director & Head of Research
BMO Family Office
Rod Larson is a Managing Director and Head of the Research Team with BMO F…
Rod Larson is a Managing Director and Head of the Research …
Rod Larson is a Managing Director and Head of the Research Team with BMO Family Office, an integrated wealth management…
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Thought leaders

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…
laurie-klinkhammer
Laurie Klinkhammer
National Head, Estate Settlement Services
BMO Wealth Management U.S.
As the head of BMO Private Bank's Estate Settlement Services group, La…
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estate…
As the head of BMO Private Bank's Estate Settlement Services group, Laurie leads the post-death team that settles estates and trusts for deceased clients. She also works …
brett-sanchez
Brett Sanchez
Managing Director and Head of Private Credit
BMO Wealth Management
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wea…
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management   Brett leads the PE Cre…
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 solu…
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…
Stephen White
Stephen White, Senior Directo…
BMO Private Bank
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…
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…
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…
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…
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&…
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