BMO Family Office
National Director, Digital Strategy
BMO Wealth Management
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 Investment Services, BMO Private Bank, and BMO Family Office. In addition, he is directing the creation and implementation of BMO Wealth Management's remote/digital advice offering. Jonathan is also the Chairperson for the US Wealth Management Diversity & Inclusion Market Engagement Committee, which actively promotes BMO’s commitment to Inclusion & Diversity by leveraging existing partnerships and creating new opportunities to engage in communities.
He started his career in at Bank One/JP Morgan Chase in the Retail Branch Manager Development Program. He was promoted to the Sales & Retention Manager for JPM’s West Region before joining BMO (formerly M&I) in 2005 as a Controller for Retail, Private, and Commercial Banking in Arizona. In 2012, he relocated to Chicago to become the Senior Finance Manager for P&C Banking and BMO Private Bank. He most recently served as the Regional Director for Operations from 2016-2018 before being promoted to his current position.
Jonathan graduated from Miami University, Oxford, Ohio, with a Bachelor’s Degree in Psychology & Political Science with minors in German and European Area Studies. He is a graduate of the Graduate School of Banking at Colorado with a concentration in general management, lending, financial management and leadership & human resources. Jonathan also completed BMO’s Senior Leadership Development Program.