I am a Director and Private Wealth Advisor with BMO Private Wealth Management. My focus is providing complete wealth management to leading private equity professionals and the executives at their portfolio companies. Prior to BMO, I spent time at SVB Private and BBR Partners, a multi-family ...more

I am a Director and Private Wealth Advisor with BMO Private Wealth Management. My focus is providing complete wealth management to leading private equity professionals and the executives at their portfolio companies. Prior to BMO, I spent time at SVB Private and BBR Partners, a multi-family office for families with $50 million or more of investable assets. I began my career in Chicago with the Global Wealth & Investment Management division of Merrill Lynch.less