BMO Family Office
National Head of Investments
BMO Wealth Management - U.S.
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wealth Management – U.S. This includes business and strategic planning; legal review and assessment; management of risk (fiduciary, contractual, statutory, and operational); and leadership and development.
Mike joined BMO in 2018 and brings over 20 years of experience running investment businesses, teams and portfolios to our organization. In addition to his role as National Head of Investments, Mike is a member of the US Wealth Management Asset Allocation committee and in this capacity overseas the fixed income strategy and positioning.
Prior to joining our firm, Mike served as Senior Managing Director and Chief Investment Officer at a large Chicago-based asset management firm, where he oversaw a team of portfolio managers, traders and research professionals in the Currency Management group. Previously, he had served as Senior Portfolio Manager overseeing multi-billion dollar fixed income portfolios for two established global asset managers.
Mike graduated from Northwestern University with degrees in both economics and music performance. He earned his MBA with honors from the University of Chicago Booth School of Business.
Mike serves on the board of the CFA Society of Chicago. He is on the Senior Leadership Council of the Association of Latino Professionals for America (ALPFA), Chicago Chapter.