BMO Family Office
National Head of Research and 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. As head of the Investment team, Michael chairs the Personal Asset Management Committee, is a member of our Asset Allocation Committee, and is responsible for setting investment policy and strategy throughout the United States. Michael is also a member of the Wealth Management Executive Committee.
Michael joined BMO in 2018 and brings over 20 years of experience running investment businesses, teams and portfolios to our organization. Prior to joining our firm, Michael 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.
Michael 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.
Michael 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.