BMO Wealth Management - US Executive and Leadership Team

Virtus Investment Partners is a global investment management firm founded in 1988 and headquartered in Hartford. The company provides investment services to individual and institutional clients through a diverse range of financial products including equity, fixed income, and balanced mutual funds. Virtus specializes in public equity, fixed income, and real estate markets, as well as exchange traded funds. The company utilizes a multi-manager approach and quantitative analysis for its investment strategies, with portfolios benchmarked against the S&P 500 Index. Virtus Investment Partners conducts comprehensive in-house research to inform its investment decisions and operates across multiple international markets including North America, Europe, Asia Pacific, and the Middle East.

EFG International AG is a global private banking group headquartered in Zurich, Switzerland, that specializes in providing wealth management, investment advisory, and private banking services to high-net-worth and ultra-high-net-worth individuals, families, and institutional clients worldwide. The company operates through a network of private banking locations across Europe, Asia Pacific, the Americas, and the Middle East, offering personalized financial solutions tailored to the sophisticated needs of affluent clients. EFG International provides comprehensive wealth management services including discretionary and advisory portfolio management, investment consulting, financial planning, estate and succession planning, lombard lending, and custody services. The firm's investment approach emphasizes understanding each client's unique financial objectives, risk tolerance, and personal circumstances, delivering customized strategies that span traditional and alternative asset classes including equities, fixed income, hedge funds, private equity, and real assets. EFG International is structured as an entrepreneurial organization that combines the resources and stability of a global institution with the personalized service and flexibility characteristic of boutique private banks, often partnering with experienced banking professionals and teams who maintain close client relationships. The company has grown both organically and through strategic acquisitions of private banking businesses and teams, expanding its geographic footprint and client base while maintaining its focus on delivering independent, objective advice. EFG International adheres to Swiss banking traditions of discretion, quality, and client service while operating under rigorous regulatory standards and compliance frameworks across its international jurisdictions. As a publicly traded company listed on the SIX Swiss Exchange, EFG International positions itself as a pure-play private banking specialist serving the complex wealth management needs of ...

MUFG Investor Services is a leading solutions provider for the global alternative investment management industry. From 14 locations around the world, MUFG Investor Services, through its suite of solutions, helps clients mitigate risk, execute seamlessly, and increase efficiencies across their pre- and post-trade operations. With over $785 billion in assets under administration, MUFG Investor Services is one of the top fund administrators globally and provides a broad range of solutions including administration, asset servicing, banking and liquidity, corporate and regulatory services, financing, business consulting, and more. Its nearly 500 clients represent funds across the public and private markets, including hedge funds, fund of funds, private equity, private debt, real assets, infrastructure, mutual funds, venture capital, and more. MUFG Investor Services is a division of Mitsubishi UFJ Financial Group, Inc (MUFG) one of the largest banks in the world with $3.2 trillion in assets.

CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.