BMO Wealth Management - U.S. logo

BMO Wealth Management - U.S. Employee Directory

Financial ServicesIllinois, United States501-1000 Employees

BMO Wealth Management - U.S. offers a comprehensive set of wealth management services to individuals and families, covering planning, banking and borrowing, investments, retirement planning, trusts and estates, charitable giving, risk management, and tax strategies, with dedicated services for ultra-high-net-worth clients. The firm emphasizes a holistic view of a client’s finances and works to navigate the complexities of wealth management so clients can pursue their financial goals.

Headquartered in Chicago, Illinois, the organization operates within the financial services industry and serves clients across varying levels of wealth. Its approach focuses on understanding the full financial picture and proactively addressing questions while taking deliberate, thoughtful actions. In December 2025, BMO partnered with the Local Initiatives Support Corporation to launch the Fueling Emerging Entrepreneurs grant program in Los Angeles County.

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

BMO Wealth Management - U.S. Global Highlights

Location
Employees

North America
593

Minus sign iconPlus sign icon
  • United States Of America
    584
  • Canada
    9

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

Asia
1

Minus sign iconPlus sign icon
  • Singapore
    1

BMO Wealth Management - U.S.'s Leadership

  • Stylized image of a person
    Y. M.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    J. H.
    Vice President - Financial Advisor
    Phone icon
  • Stylized image of a person
    M. H.
    President
    Phone icon
  • Stylized image of a person
    D. H.
    President - Bmo Wealth Management
    Phone icon
  • Stylized image of a person
    T. E.
    President
    Phone icon
  • Stylized image of a person
    D. B.
    Director, Trust & Estate Services-Vice President (banking, High Net Worth, Trust, Estate & Probate)
    Phone icon
  • Stylized image of a person
    J. W.
    Vice President, Senior Product Manager
    Phone icon
  • Stylized image of a person
    A. C.
    Managing Director
    Phone icon

BMO Wealth Management - U.S. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Support
  • Legal
  • Other
  • Program & Project Management

Contact profiles from BMO Wealth Management - U.S.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    President
    Phone icon
    Jul 21, 2026
  • Stylized image of a person
    D. H.
    President - Bmo Wealth Management
    Phone icon
    Jun 18, 2026
  • Stylized image of a person
    T. E.
    President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    Y. M.
    Chief Investment Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    D. B.
    Director, Trust & Estate Services-Vice President (banking, High Net Worth, Trust, Estate & Probate)
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    J. H.
    Vice President - Financial Advisor
    Phone icon
    Jan 13, 2025
  • Stylized image of a person
    J. W.
    Vice President, Senior Product Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. C.
    Managing Director
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    B. W.
    Managing Director | Private Wealth Advisor
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    S. M.
    Director Of Investments
    Phone icon
    Jun 25, 2026

Frequently Asked Questions

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

Minus sign iconPlus sign icon
BMO Wealth Management - U.S. operates in the Financial Services industry. 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
BMO Wealth Management - U.S. has approximately 632 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

Minus sign iconPlus sign icon

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

  • Chief Investment Officer: Y. M.
  • Vice President - Financial Advisor: J. H.
  • President: M. H.
  • President - Bmo Wealth Management: D. H.
  • President: T. E.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.