News Releases
BMO PRIVATE BANK HIRES VICE PRESIDENT AND DIRECTOR OF INVESTMENTS
Sean J. Keenan joins Sarasota team
Sarasota, FL (May 21, 2013) – BMO Private Bank, a part of BMO Financial Group, has announced that Sean J. Keenan, CFA®, has been hired as vice president and director of investments. In this role, Keenan will build, manage and communicate the investment performance of his clients portfolios in conjunction with their agreed upon goals and objectives.
Keenan, a member of the Chartered Financial Analyst Tampa Bay Society, received a bachelor's degree in finance from the University of Washington in Seattle. He was awarded the CFA designation in 2005. Most recently, Keenan served as vice president and senior investment analyst with Wood Asset Management in Sarasota managing $450 million in assets. He spent six years as an equity research associate and senior equity research associate for Raymond James Financial in St. Petersburg, Florida before joining Windsor Financial in Minneapolis, Minnesota as portfolio manager and investment analyst.
"Sean's expertise in investment research and economic analysis, coupled with his reputation in the industry, make him a great compliment to our executive team," noted Gary Heard, Sarasota Managing Director, BMO Private Bank. "As director of investments, his deep market knowledge and experience will be a great asset for our clients seeking highly customized and long-term solutions."
For more information on BMO Private Bank, please visit www.bmoprivatebank.com or call (941) 364-9977.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
About BMO Private Bank, a Part of BMO Financial Group:
BMO Private Bank offers a comprehensive range of wealth management services that include investment advisory, trust, banking and financial planning to meet the financial needs of high net worth clients. Through integrated teams of experienced financial professionals, BMO Private Bank helps its clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service.
BMO Private Bank is a brand name used in the United States by BMO Harris Bank N.A. Member FDIC. Not all products and services are available in every state and/or locatio n.
BMO and BMO Financial Group are trade names used by Bank of Montreal.
Media Contacts:
Carey Allen, (480) 558-6383 carey.allen@bmo.com
Jennifer Jones, (561) 278-0850 Ext. 4 Jennifer@Slatkowhusak.com