BMO Wealth Management - US Executive and Leadership Team

Lewis Karani, the Chief Executive Officer at BMO Wealth Management - US, directs the overarching strategic vision for the entire organization. Overseeing the integration of investment management and estate planning services, the Chief Executive Officer ensures that the firm maintains a competitive edge in the financial sector. This leadership role involves aligning corporate objectives with the complex needs of business owners and entrepreneurs across the United States. By fostering a culture of excellence, Lewis Karani drives the firm toward sustainable growth and long-term client success. The Chief Executive Officer monitors market trends to refine service delivery models, ensuring that every client receives highly personalized financial solutions. Through rigorous oversight of operational performance, Karani secures the firm's position as a premier provider of wealth management services for affluent families and investors seeking sophisticated financial guidance.

Anne Brockett, the President & Chief Executive Officer (BMO Delaware Trust Company) at BMO Wealth Management - US, directs the specialized trust operations that serve as a cornerstone of the firm's wealth preservation strategy. Overseeing the fiduciary governance of the Delaware-based entity, the President & Chief Executive Officer (BMO Delaware Trust Company) ensures that all trust structures are optimized for tax efficiency and long-term asset protection. This leadership role involves navigating complex regulatory environments to provide clients with robust estate planning solutions. By leveraging the unique advantages of Delaware trust law, Anne Brockett drives the firm's ability to offer sophisticated financial planning for high-net-worth individuals. The President & Chief Executive Officer (BMO Delaware Trust Company) collaborates with national teams to ensure seamless integration of trust services into the overall client experience, maintaining the firm's reputation for excellence in fiduciary management.

Andrew Wojciak, the President, Bmo Private Bank Hnw Wealth Management (Sunbelt Region-Az) at BMO Wealth Management - US, directs all wealth management operations across the Sunbelt region. Overseeing the delivery of investment and estate planning services in Arizona, the President, Bmo Private Bank Hnw Wealth Management (Sunbelt Region-Az) ensures that the firm's personalized approach meets the needs of a growing affluent population. This leadership role involves expanding the firm's market presence by building strong relationships with local business owners and investors. By tailoring financial solutions to the specific economic conditions of the region, Andrew Wojciak drives regional growth and client satisfaction. The President, Bmo Private Bank Hnw Wealth Management (Sunbelt Region-Az) coordinates with national leadership to align regional activities with the firm's broader strategic goals, ensuring that clients receive consistent, high-quality service that supports their unique financial objectives.

Clark Pingree, the Regional President (West) at BMO Wealth Management - US, directs the firm's strategic expansion and service delivery across the Western United States. Overseeing a diverse team of wealth advisors, the Regional President (West) ensures that the firm's investment management and trust services are effectively deployed to meet the needs of affluent families in the region. This leadership role involves identifying new market opportunities and fostering partnerships with key stakeholders. By driving operational excellence, Clark Pingree ensures that the firm maintains a strong competitive position in the Western market. The Regional President (West) collaborates with other regional leaders to share best practices and enhance the overall client experience. Through a focus on personalized service and strategic growth, Pingree secures the firm's reputation as a trusted partner for wealth management in the Western region.

Kenneth Shogren, the Regional President (Illinois) at BMO Wealth Management - US, directs the firm's wealth management activities within the Illinois market. Overseeing the delivery of comprehensive financial solutions, the Regional President (Illinois) ensures that the firm's services are tailored to the specific needs of local business owners and private equity professionals. This leadership role involves managing client relationships and driving the growth of the firm's investment and estate planning portfolios. By leveraging deep local market knowledge, Kenneth Shogren ensures that the firm remains a leader in the Illinois financial landscape. The Regional President (Illinois) works closely with the broader national team to align regional strategies with corporate objectives, ensuring that clients receive consistent and high-quality financial guidance. Through a commitment to excellence and client-centric service, Shogren strengthens the firm's presence and impact in the Illinois region.

Mehdi Emrani, the Managing Director at BMO Wealth Management - US, architects advanced investment strategies tailored for private equity associates and high-net-worth individuals. Focusing on the technical aspects of portfolio construction, the Managing Director ensures that asset allocation aligns with the unique risk profiles of each client. This leadership role involves collaborating with internal teams to deliver comprehensive trust and estate planning services. By analyzing complex market data, Mehdi Emrani optimizes investment outcomes for clients navigating various life stages. The Managing Director maintains a sharp focus on capital preservation and growth, ensuring that the firm's financial solutions remain robust in fluctuating economic environments. Through consistent engagement with sophisticated investors, Emrani strengthens the firm's reputation for delivering high-touch, personalized wealth management services that address the specific financial goals of a diverse and affluent clientele.

Michael Orans, the Managing Director at BMO Wealth Management - US, leads strategic initiatives focused on the entertainment professional segment. Overseeing the development of specialized financial solutions, the Managing Director ensures that the firm addresses the unique income volatility and tax planning needs of this specific client base. This leadership role involves coordinating with estate planning experts to provide holistic wealth preservation strategies. By leveraging deep industry knowledge, Michael Orans drives the expansion of the firm's footprint within the entertainment sector. The Managing Director monitors service quality to ensure that every client receives tailored advice that supports long-term financial stability. Through proactive relationship management, Orans cultivates trust and loyalty among high-profile individuals, ensuring that the firm remains the preferred partner for those seeking comprehensive, personalized wealth management services in a complex and evolving financial landscape.

Geeta Madan, the Managing Director at BMO Wealth Management - US, directs the firm's efforts in supporting women in wealth through targeted financial education and advisory services. Overseeing the implementation of strategic philanthropy programs, the Managing Director ensures that clients can align their financial goals with their personal values and charitable objectives. This leadership role involves designing bespoke estate planning frameworks that address the specific needs of female entrepreneurs and investors. By championing inclusive financial practices, Geeta Madan drives the firm's commitment to addressing the unique challenges faced by women in the wealth management space. The Managing Director collaborates with cross-functional teams to deliver integrated solutions that promote long-term wealth preservation. Through dedicated advocacy and expert guidance, Madan empowers clients to navigate complex financial decisions with confidence, ensuring that the firm provides unparalleled support for every stage of the wealth journey.

Brett Sanchez, the Managing Director at BMO Wealth Management - US, manages the operational efficiency of the firm's trust and fiduciary services. Overseeing the administration of complex estate plans, the Managing Director ensures that all client assets are managed in strict accordance with legal and regulatory requirements. This leadership role involves streamlining internal processes to enhance the delivery of trust solutions for affluent families. By implementing rigorous compliance standards, Brett Sanchez drives the firm's commitment to security and reliability in wealth management. The Managing Director works closely with other senior leaders to integrate fiduciary services into the broader client experience. Through meticulous attention to detail and a focus on operational excellence, Sanchez ensures that the firm provides a stable and secure foundation for long-term wealth preservation, meeting the diverse needs of clients who require sophisticated and dependable financial stewardship.

Michele Havens, the Bmo Wealth Management Head (US) at BMO Wealth Management - US, directs the national strategy for the firm's wealth management division. Overseeing the integration of all service lines, the Bmo Wealth Management Head (US) ensures that the firm delivers a cohesive and personalized experience to clients across the country. This leadership role involves setting the strategic direction for investment management, trust, and estate planning services. By fostering innovation and operational efficiency, Michele Havens drives the firm's growth and market impact. The Bmo Wealth Management Head (US) collaborates with the executive team to ensure that the firm's mission of preserving wealth at every life stage is realized through every client interaction. Through visionary leadership and a focus on client-centric solutions, Havens secures the firm's position as a premier provider of wealth management services in the United States.