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120 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…

kristin-j-barry
Executive
Kristin J. Barry
Director and Vice President
BMO Delaware Trust Company

Kristin assists in the management and oversight of  trusts administered by BMO under Delaware law. She specializes in providing customized trust and estate administration for…

lisa-berry
Executive
Lisa Berry
Director and Senior Trust Advisor
BMO Delaware Trust Company

As a Senior Trust Advisor, Lisa works closely with her clients and their advisors  in the management and oversight of  trusts administered by BMO under Delaware law. Lis…

lynne-dorsey
Thought Leader
Lynne Dorsey
Director, Investment Advisory Services
BMO Family Office

Lynne Dorsey is a Director of Investment Advisory Services 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…

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, …

yale-kofman
Thought Leader
Yale Kofman
Director
BMO Family Office

Yale Kofman is a Director of Investment Advisory Services 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 …

test-sep-test-sep
Executive
Carol Schleif, CFA, FSA
Deputy Chief Investment Officer
BMO Family Office

Carol Schleif is the Deputy Chief Investment Officer with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family o…