Charles (Chad) Cassinelli

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.

He joined the organization in 2008 and has over 20 years of experience in the financial services industry. Chad earned a BS and a MBA from the University of Indianapolis.

Chad serves as the Treasurer for the Indianapolis Urban League.