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Executive Leadership


View our Executive Leadership Team.

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Darrel Hackett — President, BMO Wealth Management U.S.

 

Darrel is responsible for overseeing the strategic development and delivery of BMO Financial Group’s personal wealth management businesses throughout the United States. The U.S. wealth management business provides the full complement of wealth management services, as well as comprehensive multi-family office services. 

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Sandra Henderson — COO, BMO Wealth Management U.S.

 

Sandra Henderson is the Chief Operating Officer for the U.S. Wealth Management business. She leads the National Office Team and oversees the planning, development and implementation of product and service strategies for BMO Financial Group’s U.S. Personal Wealth businesses. 

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Michael Stritch — Chief Investment Officer, National Head of Investments U.S., BMO Wealth Management U.S.

 

Michael is responsible for setting investment policy and strategy for our clients throughout the United States.  Michael joined the organization in 2013 and has close to 20 years of experience in the financial services industry, specializing in investment strategy, research, economic analysis, portfolio construction and risk management.

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Yung-Yu Ma, Ph.D.  —  Chief Investment Strategist, BMO Wealth Management U.S.

Yung-Yu Ma is the Chief Investment Strategist with BMO Wealth Management.

 

As Chief Investment Strategist, Yung is responsible for performing macroeconomic analysis, valuation modeling, and market analysis across asset classes to guide strategic and tactical asset allocations for client portfolios.

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Richard J. Immesberger — National Head of Trust and Estate Settlement Services U.S.

 

Rich oversees the strategic development and delivery of personal trust and estate administration services to high net worth individuals and families throughout the United States. Rich focuses on the integration and delivery of trust services and strategy growth. He joined the organization in 2016 and has over 28 years of experience in financial services. 

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Matt Miller — Regional President Western U.S. and Florida, BMO Private Bank

 

Matt oversees the strategic development and delivery of BMO Private Bank’s wealth management platform to high net-worth individuals, family owned businesses, endowments and foundations throughout the Western U.S. and Florida.  A fourth-generation Arizonan, Matt has been an active leader in the Arizona business and civic communities over the past 20 years.  

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Susan Oleari — Regional President of Chicago with BMO      Private Bank

 

Sue oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout the U.S. Sue has been with BMO Harris Bank for nearly 25 years, 

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Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Suburban Illinois. He joined the organization in 2000 and has over 25 years of experience in the financial services industry.

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Stephen Johnson — Regional President of the Northern States with BMO Private Bank

 

Stephen oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Minneapolis and Wisconsin. 

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Charles (Chad) Cassinelli — Managing Director of the Central States with BMO Private Bank

 

Chad oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Indianapolis, Kansas City and St. Louis. 

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Nick Paldrmic — National Head of the U.S. Ultra-High Net Worth unit of  CTC | myCFO

 

Nick oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Chicago. He joined the organization in 2010 and has over 19 years of experience in the financial services industry, and most recently served as Senior Managing Director in BMO Private Bank’s Chicago offices.

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Tania Slade — Vice President, National Director Wealth Planning with BMO Private Bank

 

Tania is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delivery of customized wealth planning services to high net worth individuals and families. 

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Wallace Harris — Head of BMO Harris Financial Advisors

 

As Head of BMO Harris Financial Advisors, Wallace leads the financial advisor team in delivering a great client experience through comprehensive financial planning. Wallace and team also work collaboratively with the Retail Banking Sales Leaders to deliver integrated banking and wealth management solutions to our mass affluent clients, through the Premier Services program. 

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Jason Miller — National Head of Sales Strategy & Practice Management,  BMO  Wealth Management U.S.

Jason is responsible for the sales strategy and practice management for our Wealth Management businesses across the US. This includes developing a robust sales culture with the creation of a sales and practice management framework that helps drives sales leadership and coaching while contributing to the overall client experience. He joined BMO in 2010 and has 15 years of experience in financial services.

 

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