BMO Wealth Management - U.S. Employee Directory

Financial ServicesIllinois, United States501-1000 Employees

At BMO Wealth Management, you and your family are at the center of our approach. We serve individuals and families of various wealth levels with a full suite of wealth management solutions including wealth planning, banking and borrowing, investment management, retirement planning, trust and estate services, charitable giving, risk management, tax planning strategies and ultra-high net worth services.

We work with you to understand your full financial picture. Our team knows how to navigate the nuances and complexities of wealth management so that you can have the confidence that your goals are within reach. We're prepared to answer the questions you have and ask the ones you haven't, and take deliberate, thoughtful action to help get you where you want to go.

Please visit https://uswealth.bmo.com/ for more information and important disclosures.

Find BMO Wealth Management - U.S. employees' phone numbers or email addresses

BMO Wealth Management - U.S. Global Highlights

North America
580

United States Of America
573
Canada
7

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

Singapore
1

South America
1

Peru
1

BMO Wealth Management - U.S.'s Leadership

Y. M.
Chief Investment Officer
Mobile Phone
Email
J. S.
Vice President - Investments, Financial Consultant
Mobile Phone
Email
J. S.
Vice President - Investments, Financial Advisor
Mobile Phone
Email
T. L.
Vice President - Senior Private Banker
Mobile Phone
Email
C. G.
Vp Private Banking Operations Manager
Mobile Phone
Email
J. H.
Vice President - Financial Advisor
Mobile Phone
Email
L. H.
Vice President Private Mortgage Banker
Mobile Phone
Email
M. S.
Vice President - Investments, Senior Financial Advisor
Mobile Phone
Email

BMO Wealth Management - U.S. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Support
Legal
Other

Contact profiles from BMO Wealth Management - U.S.

Name

Title

Contact Info

Location

Last Update

J. S.
Vice President - Investments, Financial Consultant
Mobile Phone
Email
United StatesNew York
Oct 21, 2025
J. R.
Vp- Senior Private Banker
Mobile Phone
Email
United StatesFlorida
Jan 28, 2026
J. I.
Head Of Sales And Client Experience
Mobile Phone
Email
United StatesNew York
Oct 07, 2025
J. S.
Vice President - Investments, Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Oct 22, 2025
K. V. D.
Vp/Private Wealth Advisor, Director
Mobile Phone
Email
United StatesWisconsin
Oct 19, 2025
L. J. F.
Vice President- Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Nov 16, 2025
O. G.
Vice President, Private Equity Credit
Mobile Phone
Email
United StatesWisconsin
Oct 19, 2025
R. G.
Vice President
Mobile Phone
Email
Oct 27, 2025
S. E.
Vice President, Private Wealth Advisor, Director
Mobile Phone
Email
United StatesFlorida
Jan 29, 2026
T. M.
Vice President, Private Banker
Mobile Phone
Email
Nov 17, 2025

Frequently Asked Questions

What is BMO Wealth Management - U.S. known for?

BMO Wealth Management - U.S. operates in the Financial Services industry. The company's main headquarters is located in Chicago, Illinois 60603 United States. Explore BMO Wealth Management - U.S.'s company overview page for more information.

What is BMO Wealth Management - U.S.'s most common email format?

BMO Wealth Management - U.S. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BMO Wealth Management - U.S. email formats with LeadIQ.

How many employees does BMO Wealth Management - U.S. have currently?

BMO Wealth Management - U.S. has approximately 578 employees as of February 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are BMO Wealth Management - U.S.'s key employees and leadership?

As of February 2026, BMO Wealth Management - U.S.'s key employees include:

Chief Investment Officer: Y. M.
Vice President - Investments, Financial Consultant: J. S.
Vice President - Investments, Financial Advisor: J. S.
Vice President - Senior Private Banker: T. L.
Vp Private Banking Operations Manager: C. G.

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