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Meghan Meger, who was appointed sole head of BMO Private Wealth Canada in October , is now senior advisor to BMO Wealth and will retire at. James Duff is the U.S. National Head of Banking for the BMO Private Bank and has over 30 years of experience in t BMO Wealth Management - U.S. Ralph Kennedy. Vice President Compensation at BMO Private Banking. Chicago, IL, US ; Yasmin Bates-Brown. Executive Vice President at BMO Private Banking. Chicago.

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Under Steve's leadership, BMO Harris Bank's market share has increased, and his team has demonstrated consistently strong customer service results. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. For more information on individual Financial Advisors, you may visit adviserinfo. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of or the rules promulgated thereunder. Steve has held a variety of retail, commercial and wealth management leadership positions at BMO Harris Bank.