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 architects high-level growth initiatives that align investment management services with the complex needs of business owners and private equity associates. By overseeing the integration of trust and estate planning capabilities, the Chief Executive Officer ensures that the firm maintains a competitive edge in the financial services sector. Lewis Karani drives operational excellence across all departments, fostering a culture of personalized client engagement. This leadership role involves constant collaboration with the Board to refine long-term market positioning. Through rigorous analysis of economic trends, the Chief Executive Officer secures the firm's reputation as a premier provider of wealth solutions. Ultimately, Karani optimizes internal resources to support the diverse financial goals of affluent clients throughout the national market.

Anne Brockett, the President & Chief Executive Officer (BMO Delaware Trust Company) at BMO Wealth Management - US, manages the specialized trust and fiduciary operations of the firm. Brockett architects sophisticated estate planning frameworks that address the unique requirements of high-net-worth individuals and entertainment professionals. By overseeing the regulatory compliance and administrative integrity of trust assets, the President & Chief Executive Officer (BMO Delaware Trust Company) ensures that all fiduciary obligations meet the highest industry standards. Anne Brockett drives the expansion of trust services, enabling clients to preserve wealth across multiple generations. This leadership role requires deep coordination with legal and tax experts to provide comprehensive financial solutions. Through meticulous oversight of trust structures, Brockett secures the long-term stability of client portfolios. Ultimately, the President & Chief Executive Officer (BMO Delaware Trust Company) strengthens the firm's position as a leader in specialized wealth management.

Clark Pingree, the Regional President (West) at BMO Wealth Management - US, directs all wealth management activities across the western United States. Pingree architects localized growth strategies that cater to the specific financial needs of entrepreneurs and private equity associates within this expansive territory. By overseeing regional teams, the Regional President (West) ensures that investment management and strategic philanthropy services remain highly personalized. Clark Pingree drives market penetration by building strong relationships with affluent families and business owners. This leadership role involves constant interaction with national leadership to align regional performance with corporate objectives. Through the effective management of local client portfolios, Pingree supports the broader mission of wealth preservation. Ultimately, the Regional President (West) secures a dominant market presence by delivering tailored financial solutions that address the unique economic landscape of the western region.

Derek Weatherford, the Regional President at BMO Wealth Management - US, directs operational success and client acquisition strategies within assigned territories. Weatherford architects robust service models that provide comprehensive investment and estate planning to affluent investors. By overseeing regional staff, the Regional President ensures that every client receives a highly personalized approach to wealth management. Derek Weatherford drives efficiency in service delivery, allowing the firm to address the unique financial goals of business owners and women in wealth. This leadership role involves coordinating with other regional heads to share best practices and maintain consistent service quality. Through the implementation of strategic growth plans, Weatherford expands the firm's footprint in key markets. Ultimately, the Regional President secures long-term client loyalty by consistently delivering superior financial outcomes and maintaining a focus on the preservation of wealth at every life stage.

Michele Havens, the Bmo Wealth Management Head (US) at BMO Wealth Management - US, directs the national strategy for all wealth management operations. Havens architects comprehensive service frameworks that integrate investment management, trust services, and strategic philanthropy for a diverse client base. By overseeing the alignment of all US-based business units, the Bmo Wealth Management Head (US) ensures that the firm provides a seamless experience for affluent families and investors. Michele Havens drives the execution of corporate initiatives that focus on building and preserving wealth. This leadership role involves constant collaboration with the executive team to refine the firm's value proposition in a competitive industry. Through the optimization of national service delivery, Havens supports the unique financial goals of every client. Ultimately, the Bmo Wealth Management Head (US) secures the firm's reputation for excellence by maintaining a rigorous focus on client-centric financial solutions.