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119 results from “business owners”

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Anne Booth Brockett
Executive
Anne Booth Brockett
President & Chief Trust Officer
BMO Delaware Trust Company

As the President and Chief Trust Officer, Anne is responsible for the oversight and management of trusts administered by BMO under Delaware law.  Anne joined BMO Delaware Tru…

Paul  Majerus
Thought Leader
Paul Majerus
Business Owner Strategist
BMO Private Bank

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 group of professionals that provides sophisticated wealth transfer, estate and…

Pratik Patel
Executive
Pratik Patel
Managing Director and Head of Family Wealth Strategies
BMO Family Office

Pratik Patel is a Managing Director and Head of the Family Wealth Strategies team with BMO Family Office, an integrated wealth management provider that serves ultra-affluent indiv…

Stephen White
Thought Leader
Stephen White
Managing Director
BMO Private Bank

Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held businesses and nonprofit organizations with a full range of financial services as part of an overall personal wealth managemen…

troy-swaner
Executive
Troy Swaner
Managing Director
BMO Family Office

Troy Swaner is a Managing Director with BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estate, …

charles-denson
Executive
Charles Denson
Managing Director
BMO Family Office

Charles Denson is a Managing Director with BMO Family Office, an integrated wealth management provider that serves individuals, families and family offices across their tax, estat…

Don Dabisch
Executive
Don Dabisch
Managing Director
BMO Family Office

Don Dabisch is a Managing Director, joining the organization in 2017 and has over 25 years of experience in the banking industry. He is uniquely positioned to advise ultra-af…

Doug Sullivan
Executive
Doug Sullivan
Managing Director
BMO Family Office

Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is r…

Garb Mechigian
Thought Leader
Garb Mechigian
Managing Director
BMO Family Office

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…

James M. Minich
Thought Leader
James M. Minich
Managing Director
BMO Family Office

Jim joined the organization in 2011 and has over 25 years of experience serving large corporate, middle market, and ultra-affluent clientele. Jim is responsible for overseeing the national Capital Advisory Services practice. He is uniquely positione…