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. Karani oversees the integration of investment management, trust services, and estate planning to ensure consistent value delivery for affluent clients. By aligning corporate objectives with the needs of business owners and entertainment professionals, the Chief Executive Officer drives long-term growth and operational excellence. Karani maintains close collaboration with the Board to refine the firm's market position and expand the reach of personalized financial solutions. This leadership role involves monitoring macroeconomic trends to adjust service offerings for private equity associates and other high-net-worth individuals. Through rigorous oversight of internal performance metrics, Lewis Karani ensures the firm remains a leader in wealth preservation. Ultimately, Karani secures the financial future of clients by fostering a culture of innovation and client-centric service across all national operations.

Anne Brockett, the President & Chief Executive Officer (BMO Delaware Trust Company) at BMO Wealth Management - US, manages the specialized trust and fiduciary services division. Brockett architects complex estate planning frameworks that protect assets for multi-generational families and business owners. Overseeing the regulatory compliance and administrative integrity of the trust entity, the President & Chief Executive Officer (BMO Delaware Trust Company) ensures that every fiduciary obligation meets the highest standards of the industry. Anne Brockett coordinates with legal and tax advisors to provide seamless wealth transfer strategies for clients seeking sophisticated financial solutions. This role involves navigating intricate legal landscapes to optimize tax efficiency and asset protection. By focusing on the unique requirements of private equity associates and entrepreneurs, Brockett strengthens the firm's reputation for reliability. Ultimately, Brockett delivers peace of mind through meticulous management of trust assets and long-term planning initiatives.

Cheryle Wittert, the Regional President, Suburban-Il at BMO Wealth Management - US, directs all wealth management activities within the suburban Illinois market. Wittert oversees the local delivery of investment management and strategic philanthropy services to a diverse client base of business owners and affluent families. By fostering deep relationships with local entrepreneurs, the Regional President, Suburban-Il ensures that financial solutions remain tailored to specific regional economic conditions. Cheryle Wittert manages a team of advisors to drive client acquisition and retention while maintaining the firm's high standards for personalized service. This leadership role involves active participation in community engagement to expand the brand presence and support the financial goals of local professionals. Through the optimization of regional service delivery, Wittert enhances the overall client experience. Ultimately, Wittert drives sustainable growth by connecting local market needs with the broader resources of the national organization.

Clark Pingree, the Regional President (West) at BMO Wealth Management - US, leads all financial operations and client service initiatives across the Western United States. Pingree oversees the expansion of wealth management services, focusing on the unique financial requirements of entertainment professionals and private equity associates in the region. By architecting growth strategies that leverage the firm's investment management and estate planning capabilities, the Regional President (West) ensures competitive positioning in a dynamic market. Clark Pingree coordinates with cross-functional teams to deliver comprehensive financial solutions that address complex wealth preservation needs. This role involves identifying emerging market opportunities and scaling operations to meet the demands of high-net-worth individuals. Through consistent focus on client outcomes and operational efficiency, Pingree drives regional revenue and strengthens the firm's market footprint. Ultimately, Pingree secures the firm's status as a premier provider of wealth management services in the West.

Andrew Wojciak, the President, Bmo Private Bank Hnw Wealth Management (Sunbelt Region-Az) at BMO Wealth Management - US, directs the private banking and high-net-worth wealth management strategy for the Sunbelt region. Wojciak oversees the delivery of bespoke financial solutions, including investment management and strategic philanthropy, for affluent clients in Arizona. By focusing on the specific needs of business owners and entrepreneurs, the President, Bmo Private Bank Hnw Wealth Management (Sunbelt Region-Az) ensures that every client receives a highly personalized approach to wealth building. Andrew Wojciak manages regional teams to maintain excellence in service delivery and client satisfaction. This leadership role involves aligning regional activities with national goals to maximize the impact of the firm's financial expertise. Through the implementation of targeted growth initiatives, Wojciak expands the firm's influence in the Sunbelt market. Ultimately, Wojciak drives long-term financial success for clients through disciplined management and strategic foresight.

Michele Havens, the Bmo Wealth Management Head (US) at BMO Wealth Management - US, directs the national strategy for all wealth management operations. Havens oversees the integration of investment management, trust services, and estate planning across the entire United States footprint. By architecting a unified service model, the Bmo Wealth Management Head (US) ensures that business owners, entrepreneurs, and entertainment professionals receive consistent, high-quality financial guidance. Michele Havens collaborates with regional leaders to optimize service delivery and drive national growth objectives. This role involves managing the firm's overall market impact and ensuring that all affiliated entities operate in alignment with the core mission of wealth preservation. Through the oversight of national performance metrics and strategic initiatives, Havens maintains the firm's competitive edge in the financial services industry. Ultimately, Havens drives the firm's success by fostering a culture of excellence and innovation in every client interaction.