BMO Family Office Information
Contact top employees from
BMO Family Office
Summary
BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office. Drawing on decades of experience amassed through the legacy organ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Founded
1981
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at BMO Family Office shows a diverse range of experience levels:
2% have been with the company for less than 1 year11% for 1–2 years7% for 3–4 years13% for 5–7 years13% for 8–10 years55% have over 11 years of service at BMO Family OfficeEx-employees positions
In Company
In New Company
Contact top employees from
BMO Family Office
British Holliday
Director, Fiduciary Advisory Services, Family Office
Brook Kramer
Senior Director | Head of Philanthropy and Impact
Ross Nelson
Senior Private Wealth Analyst
Jay Gleason
Senior Director, Family Wealth Strategies
Kevin Higgins
Director, Capital Advisory Services
Tanya Skaper
Client Solutions Senior Associate
Don Dabisch
Managing Director
Christopher Salas
Investment Reporting Analyst
Christy Williamson
Senior Accountant
Victor Lazarov
Director
Julie Weiss
Senior Director
Ryan Lindley
Director, Capital Advisory Services
Megan Kamata
Senior Investment Reporting Analyst
Jeff Allen
Director & Senior Private Banker
Kyle Stein
Analyst, Hedge Fund and Equity Research
Jeff Marshall
Managing Director
Johnny Yong
Senior Analyst - Private Market Research
John Banker
Managing Director
Christine Chu
Senior Analyst Private Markets Research
Paul Reedal
Director | Private Markets Research
Leslie Grant
Director
Andrew Schnaars
Portfolio Manager
Sandy Ostrowski
Administrative Services Coordinator
Joseph Knecht
Senior Director of Portfolio Management
Adrienne Golfo
Client Operations Associate
Sue Sugden
Director, Investment Reporting
Jon Finney
Managing Director, Research
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FAQ
BMO Family Office operates in the Financial Services industries. More details can be found on the official website: bmofamilyoffice.com.
The headquarters of BMO Family Office are located in Chicago, United States.
BMO Family Office currently employs 100-200 people.
