News Releases

• BMO adds 18 investment professionals with more than 150 years of combined experience providing holistic wealth solutions to lawyers and law firms

CHICAGO, October 3rd, 2024 – BMO U.S. Wealth Management today announced the expansion of its rapidly growing Law Firm Group with the addition of 18 experienced banking, investment and planning professionals based in California and New York. Building on the recent appointment of Michele Havens as Head of U.S. Private Wealth, the expansion marks a significant milestone in BMO U.S. Wealth’s growth strategy and significantly enhances its specialized wealth management service offering for lawyers and law firms nationwide.

Comprised of experienced Private Wealth Advisors, Private Bankers, Wealth Planners and Portfolio Managers, BMO’s Law Firm Group has provided specialized and dedicated wealth management services to law firms and lawyers for more than four decades. Services include holistic banking, trust, deposits, treasury management and investments for both law firms and lawyers. The expanded team has vast experience in servicing the largest law firms in the United States and many UK and European law firms, extending BMO’s sight to seamless coverage globally.

“We are thrilled to welcome this extraordinary group of talented wealth professionals to our Law Firm Group at BMO,” said Kevin Barnes, Head of North American Private Wealth Management at BMO. “The Law Firm market segment continues to be a critical part of our Wealth strategy, and we have assembled a dedicated and best-in-class team to serve it.”

New team members include:

Legal Advisory Group Leadership team

• Joe Ryan – New York
• Owen Ellsworth – New York
• Lee Pelayo – California

Private Wealth Advisors

• Ben Carr – California
• Robyn Del Fierro – California
• Colette Law – California
• Adam Knott – California
• Tom McGuire – New York
• John Mitchell – California
• Michael Orans – New York
• Erica Palmer – New York

Investments

• Randy Lachman (Investments Leader) – California
• Kalpana Krishnan – New York
• Margaret Reid – California
• Kamran Sadr – New York

Planning

• Luke Hadzima (Planning Leader) – New York
• Matthew Adams – New York
• Melissa Mao – New York

More information about BMO’s Law Firm Group is available at: Lawyers and Law Firms - BMO Wealth Management

About BMO Financial Group  
BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.4 trillion as of July 31, 2024. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society.

Media Contacts:
Jeff Roman, Toronto, jeff.roman@bmo.com, (416) 867-3996
Sofiya Affey, Chicago, sofiya.affey@bmo.com