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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…
Larissa Chaikowsky
Larissa Chaikowsky
Chief Operating Officer
BMO Wealth Management - U.S.
Larissa Chaikowsky is the Chief Operating Officer for the U.S. Wealth Mana…
Larissa Chaikowsky is the Chief Operating Officer for the U…
Larissa Chaikowsky is the Chief Operating Officer for the U.S. Wealth Management business. She leads the National Offic…
Michael Stritch
Michael Stritch, CFA
Chief Investment Officer BMO Wealth Management, U.S.
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth…
Michael Stritch is Michael Stritch is Chief Investment Offi…
Michael Stritch is Michael Stritch is Chief Investment Officer, BMO Wealth Management – U.S. As head of the In…
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…
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 Chief Investment Strategist for BMO Wealth Management &ndash…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Ma…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strat…
michael miranda photograph
Michael Miranda, CFA®
National Head of 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…
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…
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…
Susan Oleari
Susan Oleari
Regional President, Chicago
BMO Private Bank
Susan Oleari is the Regional President of Chicago with BMO Private Ba…
Susan Oleari is the Regional President of Chicago with BMO&…
Susan Oleari is the Regional President of Chicago with BMO Private Bank. Sue oversees the strategic developme…
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…
Stephen Johnson
Stephen Johnson
Regional President, Northern States
BMO Private Bank
Stephen Johnson is Regional President of the Northern States with BMO Priv…
Stephen Johnson is Regional President of the Northern State…
Stephen Johnson is Regional President of the Northern States with BMO Private Bank. Stephen oversees the strategic…
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

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…
brad-herman-cfp-aep-chfc
Brad Herman, CFP®, AEP®, ChFC®
Senior Wealth Planning Consultant
BMO Private Bank
Brad provides customized financial planning solutions to high-net-worth in…
Brad provides customized financial planning solutions to high-net-worth individuals and families as part of an overall perso…
Brad provides customized financial planning solutions to high-net-worth individuals and families as part of an overall personal wealth management strategy. He joined BMO Priv…
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, …
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…
Jonathan  Batt
Jonathan Batt
National Director, Digital Strategy
As National Director for Digital Strategy, Jonathan is responsible for def…
As National Director for Digital Strategy, Jonathan is responsible for defining and developing the Digital Road Map for all …
As National Director for Digital Strategy, Jonathan is responsible for defining and developing the Digital Road Map for all US Wealth Businesses which include: BMO Harris Fin…
Jay Ritter
Jay Ritter
Equity Research Analyst
BMO Wealth Management - U.S.
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…
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 …
Ryan  Cotton
Ryan Cotton
Director of Private Markets
BMO Family Office
Ryan Cotton is a Director of Private Markets with BMO Family Office, an in…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serves ul…
Ryan Cotton is a Director of Private Markets with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offi…
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…
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…
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…

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