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    M&I Names Ralph Nowak Regional Director of Portfolio Management

    M&I Names Ralph Nowak Regional Director of Portfolio Management

    INDIANAPOLIS (July 30, 2012) – Ralph Nowak has been named Regional Director of Portfolio Management Central States Region for M&I Wealth Management, a part of BMO Financial Group. The Central State Region includes Indianapolis, Kansas City and St. Louis. In his new role, Nowak will be responsible for the coordination of the integrated wealth management investment engine in these three markets and oversight of the investment area's compliance. In addition, he will continue to be the lead relationship and investment manager for many Indianapolis personal trust clients.

    "Ralph's 40 years of experience will be invaluable in these important expansion markets," said Mark Fenlon, Private Client Group President Midwest Central States Region. "It's a win-win for everyone. His clients will continue to have the benefit of his personal relationship management, and the teams in three markets will have the advantage of his extensive management experience and business acumen."

    Nowak is very active in Indianapolis, serving on the boards and various committees for the Methodist Health Foundation, the Eiteljorg Museum, Indiana Landmarks, Bishop Simon Bruté Seminary, the Fine Arts Society and the International Violin Competition.

    About M&I Wealth Management, a part of BMO Financial Group
    M&I Wealth Management, a part of BMO Financial Group, is a leading provider of trust, investment management and private banking services to corporations, institutions and affluent individuals. For high net worth individuals and families, M&I Wealth Management offers a comprehensive range of customized wealth management services that include financial planning, investment management and advisory services, trust and estate services, and private banking. In 2011, M&I Wealth Management became a part of BMO Financial Group, one of the largest diversified financial services organizations in North America with total assets of $538 billion CDN as of January 31, 2012, and more than 47,000 employees.

    United States Department of Treasury Regulation Circular 230 requires that we notify you that this information is not intended to be tax or legal advice. This information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This information is being used to support the promotion or marketing of the planning strategies discussed herein. M&I Wealth Management, a part of BMO Financial Group and its affiliates do not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.

    M&I Wealth management offers products and services through various affiliates of BMO Financial Corp., including Marshall & Ilsley Trust Company N.A., M&I Investment Management Corp., M&I Financial Advisors, Inc. (member FINRA/SIPC, maintaining its principal offices at 111 E. Kilbourn Ave., Milwaukee, WI 53202), North Star Trust Company and Taplin, Canida & Habacht, LLC. Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company. Not all products and servic es are available in every state and/or location. Investment products are NOT FDIC INSURED – MAY LOSE VALUE – CARRY NO BANK GUARANTEE.

    Banking products and services are provided by BMO Harris Bank N.A. Member FDIC.




    For further information:

    For News Media inquiries:
    Beth Copeland, beth.copeland@micorp.com, 317-269-1395

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