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 firm. Karani architects high-level growth initiatives that align investment management and estate planning services with the complex needs of business owners and private equity associates. By coordinating with the board and senior leadership, the Chief Executive Officer ensures the firm maintains a competitive edge in the financial services sector. Lewis Karani drives operational excellence across all national business lines, fostering a culture of personalized client service. This leadership role involves monitoring market trends to refine the firm's approach to wealth preservation. Through rigorous oversight of corporate performance, the Chief Executive Officer secures long-term stability for the organization. Karani maintains a focus on delivering tailored financial solutions that address the unique goals of affluent investors, ensuring the firm remains a premier partner for wealth management across the country.

Anne Brockett, the President & Chief Executive Officer (BMO Delaware Trust Company) at BMO Wealth Management - US, manages the specialized trust and estate planning operations. Brockett oversees the administration of complex fiduciary structures, ensuring compliance and strategic alignment with the broader wealth management mission. By directing the trust company's initiatives, the President & Chief Executive Officer (BMO Delaware Trust Company) provides essential support for clients navigating intricate financial landscapes. Anne Brockett facilitates collaboration between legal, tax, and investment teams to optimize wealth transfer strategies for entrepreneurs and entertainment professionals. This leadership role requires deep expertise in fiduciary standards and regulatory frameworks. Through the implementation of robust trust solutions, the President & Chief Executive Officer (BMO Delaware Trust Company) enhances the firm's ability to preserve capital across generations. Brockett drives the expansion of trust services, ensuring that every client receives sophisticated, personalized guidance tailored to specific long-term financial objectives.

Derek Weatherford, the Regional President at BMO Wealth Management - US, directs regional operations and client engagement strategies. Weatherford oversees the delivery of investment management and philanthropic services, ensuring consistent service quality across the assigned territory. By managing local teams, the Regional President drives business development and strengthens relationships with high-net-worth individuals and business owners. Derek Weatherford coordinates with national leadership to implement firm-wide initiatives while adapting strategies to meet regional market demands. This leadership role involves identifying growth opportunities and optimizing the client experience to foster long-term loyalty. Through the execution of targeted outreach and financial planning programs, the Regional President supports the firm's mission of wealth preservation. Weatherford ensures that all regional activities align with the broader organizational goals, providing affluent families with the comprehensive financial solutions necessary to achieve their unique objectives in an ever-evolving economic environment.

Clark Pingree, the Regional President (West) at BMO Wealth Management - US, directs all wealth management activities across the western market. Pingree oversees the expansion of investment and estate planning services, focusing on the specific needs of entrepreneurs and private equity associates in this region. By managing the western operational footprint, the Regional President (West) drives market penetration and ensures the delivery of high-touch financial solutions. Clark Pingree collaborates with other regional leaders to share best practices and maintain a unified approach to client service. This leadership role involves analyzing regional economic trends to refine service offerings and improve client outcomes. Through the strategic management of local resources, the Regional President (West) supports the firm's commitment to building and preserving wealth. Pingree ensures that the western division remains a key contributor to the overall success of the organization, providing sophisticated financial guidance to a diverse and growing client base.

Michele Havens, the Bmo Wealth Management Head (US) at BMO Wealth Management - US, directs the national strategy for the entire wealth management division. Havens oversees the integration of investment, trust, and estate planning services, ensuring a cohesive and personalized approach for all clients. By managing the national business model, the Bmo Wealth Management Head (US) drives operational efficiency and service excellence across the country. Michele Havens coordinates with the executive team to set performance benchmarks and implement innovative financial solutions for women in wealth and other key client segments. This leadership role involves fostering a culture of collaboration and high performance among all wealth management professionals. Through the strategic oversight of national operations, the Bmo Wealth Management Head (US) ensures the firm consistently meets the complex financial goals of affluent families. Havens maintains a focus on long-term growth, positioning the firm as a leader in the competitive wealth management landscape.