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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

Darrel Hackett photo
Darrel Hackett
President
BMO Wealth Management - U.S.
Darrel Hackett is President, BMO Wealth Management U.S. Darrel is res…
Darrel Hackett is President, BMO Wealth Management U.S.&nbs…
Darrel Hackett is President, BMO Wealth Management U.S. Darrel is responsible for overseeing the strategic develop…
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…
michael miranda photograph
Michael Miranda, CFA®
National Head of Research and Investments
BMO Wealth Management - U.S.
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…
Shannon Kennedy
Shannon Kennedy
Global President
BMO Family Office
Shannon Kennedy is the Global President of BMO Family Office, an inte…
Shannon Kennedy is the Global President of BMO Family …
Shannon Kennedy is the Global President of BMO Family Office, an integrated wealth management provider that serves…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in…
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealt…
Yung-Yu Ma is the Chief Investment Strategist for BMO Wealth Management in the U.S. and joined the organization in 2016…
Amy Griman
Amy Griman
National Head of Trust and Estate Services and CEO BMO Delaware Trust Company
Amy oversees the personal trust offering and administration services for u…
Amy oversees the personal trust offering and administration…
Amy oversees the personal trust offering and administration services for ultra-high net worth individuals and families.…
Jim Duff — U.S. National Head of Banking with BMO Private Bank
Jim Duff
U.S. National Head of Banking
BMO Private Bank
James Duff is the U.S. National Head of Banking  for the BMO Private …
James Duff is the U.S. National Head of Banking  for t…
James Duff is the U.S. National Head of Banking  for the BMO Private Bank and has over 30 years of experience in t…
Stephen Johnson
Stephen Johnson
Head of Sales and Strategy
BMO Wealth Management - U.S.
Stephen Johnson is the U.S. Wealth Integration Lead, and Head of Sales and…
Stephen Johnson is the U.S. Wealth Integration Lead, and He…
Stephen Johnson is the U.S. Wealth Integration Lead, and Head of Sales and Strategy for BMO Wealth Management. Stephen …
Jayne Hartley
Jayne Hartley
Head U.S. Wealth Planning
BMO Wealth Management
Jayne is National Head of Wealth Planning with BMO Private Bank and is res…
Jayne is National Head of Wealth Planning with BMO Private …
Jayne is National Head of Wealth Planning with BMO Private Bank and is responsible for strategic development and delive…
Matt Miller
Matt Miller
Regional President, Western U.S. and Florida
BMO Private Bank
Matt Miller is Regional President of the Western U.S. and Florida with BMO…
Matt Miller is Regional President of the Western U.S. and F…
Matt Miller is Regional President of the Western U.S. and Florida with BMO Private Bank. Matt oversees the strategic de…
Peter O'Connor
Peter O'Connor
Regional President, Suburban Illinois
BMO Private Bank
Peter oversees the strategic development and delivery of BMO Private Bank&…
Peter oversees the strategic development and delivery of BM…
Peter oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform t…
jud-snyder
Jud Snyder
Regional President of the Northern States
BMO Private Bank
Jud oversees the strategic development and delivery of BMO Private Bank&rs…
Jud oversees the strategic development and delivery of BMO …
Jud oversees the strategic development and delivery of BMO Private Bank’s personal wealth management platform to …
Deborah Korompilas
Deborah Korompilas
National Head of Client Experience and Sales Enablement Office
BMO Wealth Management - U.S.
Deborah is the National Head of Client Experience and Head of National Ena…
Deborah is the National Head of Client Experience and Head …
Deborah is the National Head of Client Experience and Head of National Enablement Office where she is responsible …

Thought leaders

Julie Ann Garber
Julie Ann Garber
Vice President and Senior Wealth Planning Consultant with BMO Private Bank
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customi…
Julie Ann Garber is a Vice President and Senior Wealth Planning Consultant with BMO Private Bank. Julie Ann provides customized financial planning solutions to high net worth…
hanny-pei-rodriguez
Hanny Pei-Rodriguez
Director, Estate Settlement Services
BMO Private Bank
Hanny Pei-Rodriguez joined BMO Harris Bank, Estate Settlement Services in …
Hanny Pei-Rodriguez joined BMO Harris Bank, Estate Settlement Services in 2020, coming from another large financial institut…
Hanny Pei-Rodriguez joined BMO Harris Bank, Estate Settlement Services in 2020, coming from another large financial institution where she administered special needs trusts, p…
therese-pershall-q3-1
Therese Pershall
Private Wealth Advisor
BMO Wealth Management
Therese serves as a lead advisor and relationship manager to high-net-wort…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Therese serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. She w…
kate-lyons-q3-2
Kathryn Lyons
Sr. Portfolio Manager
BMO Wealth Management
Kate serves as part of the Client Strategy Team, where she provides custom…
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions …
Kate serves as part of the Client Strategy Team, where she provides customized investment management and advisory solutions for high net worth individuals, families and organ…
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…
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®, Senior Wea…
Financial Planner
BMO Private Bank
Carl provides customized financial planning solutions to high net worth in…
Carl provides customized financial planning solutions to high net worth individuals and families as part of an overall perso…
Carl provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. He joined the orga…
Peter  Wolynski
Peter Wolynski
Senior Wealth Planning Consultant
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Ban…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financia…
Peter Wolynski is a Senior Wealth Planning Consultant with BMO Private Bank.   Peter provides customized financial planning solutions to high net worth individuals…
Nathan  Byers
Nathan Byers
Senior Wealth Planning Consultant
BMO Private Bank
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial…
Nathan Byers is a Senior Wealth Planning Consultant with BMO Private Bank.   Nathan provides customized financial planning solutions to high net worth individuals …
Suzie Eyrich
Suzie Eyrich
Financial Planner
BMO Private Bank
Suzie provides customized financial planning solutions to high net worth i…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall pers…
Suzie provides customized financial planning solutions to high net worth individuals and families as part of an overall personal wealth management strategy. Suzie joined BMO …
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&…
Tiiffany Irving
Tiffany Irving, CFP®, Private…
Director, Private Wealth Advisor
BMO Private Bank
Tiffany serves as a lead advisor and relationship manager to high-net-wort…
Tiffany serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, includi…
Tiffany serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses as wel…
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.
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…
Paul  Majerus
Paul Majerus, Business Owner …
Business Owner Strategist
BMO Private Bank
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a ke…
Paul Majerus is a Business Owner Strategist with BMO Private Bank and a key member of BMO’s Business Owner Strategies …
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 gro…
Stephen White
Stephen White
Managing Director
BMO Private Bank
Steve oversees a team of skilled professionals dedicated to providing high…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held b…
Steve oversees a team of skilled professionals dedicated to providing high net worth individuals, families, privately held businesses and nonprofit organizations with a full …
John Banker
John Banker
Managing Director and the Head of Investment Research
BMO Family Office
John Banker is a Managing Director and the Head of Investment Research at …
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management…
John Banker is a Managing Director and the Head of Investment Research at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, …

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