BMO Wealth Management - US Executive and Leadership Team

Lewis Karani, the Chief Executive Officer at BMO Wealth Management - US, directs the overarching strategy and operational framework for the firm's wealth management services. Karani ensures the delivery of highly personalized wealth management solutions, encompassing investment management, trust services, estate planning, and strategic philanthropy, aligning these offerings with the unique financial goals of business owners, entrepreneurs, private equity associates, women in wealth, and entertainment professionals. This leadership role involves fostering a client-centric culture that prioritizes building and preserving wealth across all life stages. Lewis Karani's executive oversight extends to driving the firm's market position and ensuring comprehensive financial services are provided through BMO Bank N.A. and its affiliated entities, solidifying BMO Wealth Management - US's commitment to affluent families and investors.

Anne Brockett, the President & Chief Executive Officer (BMO Delaware Trust Company) at BMO Wealth Management - US, spearheads the strategic direction and operational execution for the trust company's services. Brockett ensures the delivery of specialized trust and estate planning solutions, integral to the firm's comprehensive wealth management approach for affluent clients. This leadership position involves overseeing the preservation and growth of client assets, supporting strategic philanthropy, and addressing the complex financial needs of business owners and entrepreneurs. Anne Brockett's focus is on maintaining the highest standards of fiduciary responsibility and client service, reinforcing BMO Wealth Management - US's commitment to building and preserving wealth through robust trust services.

Clark Pingree, the Regional President (West) at BMO Wealth Management - US, directs wealth management operations and client engagement across the western United States. Pingree oversees the implementation of personalized financial strategies, including investment management, trust, and estate planning, tailored to the needs of entrepreneurs, business owners, and affluent families in the region. This role is critical in expanding BMO Wealth Management - US's market presence and ensuring consistent service delivery that focuses on building and preserving wealth. Clark Pingree's leadership drives regional growth and strengthens client relationships by addressing unique financial goals and opportunities within the western markets.

Derek Weatherford, the Regional President at BMO Wealth Management - US, oversees wealth management activities and client relations within a designated geographic area. Weatherford ensures the effective deployment of personalized financial solutions, including investment management, trust services, and estate planning, to support the financial objectives of entrepreneurs, business owners, and affluent clients. This leadership role is essential for driving regional business development and maintaining the firm's reputation for building and preserving wealth. Derek Weatherford's focus is on cultivating strong client partnerships and delivering tailored financial advice that addresses the specific needs and aspirations of individuals and families in the region.

Asim Mandhai, the Chief of Staff at BMO Wealth Management - US, facilitates strategic initiatives and operational efficiency across the organization. Mandhai supports the executive leadership team by streamlining communication, managing key projects, and ensuring alignment with the firm's core mission of providing personalized wealth management. This role involves coordinating efforts in investment management, trust, estate planning, and strategic philanthropy to address the specific needs of target clients, including entrepreneurs and affluent families. Asim Mandhai's contributions are vital in executing the firm's commitment to building and preserving wealth, ensuring that BMO Wealth Management - US operates cohesively and effectively to deliver tailored financial solutions.

Michele Havens, the Bmo Wealth Management Head (US) at BMO Wealth Management - US, leads the strategic vision and operational management for the firm's entire US wealth management division. Havens ensures the cohesive delivery of a broad spectrum of services, including investment management, trust, estate planning, and strategic philanthropy, to a diverse clientele of affluent individuals and families. This executive position is pivotal in driving market penetration and client acquisition by emphasizing a personalized approach to building and preserving wealth. Michele Havens's leadership focuses on fostering innovation and operational excellence across all US operations, reinforcing BMO Wealth Management - US's commitment to addressing the unique financial goals of its clients.