2014

BMO Financial Group Rebrands Its U.S. Private Bank in Indiana New BMO Private Bank has a team of more than 1,250 professionals working out of 57 offices across 13 states

INDIANAPOLIS, Nov. 1, 2012 /PRNewswire/ -- BMO Financial Group today announced the re-brand of its U.S. private bank.  The new BMO Private Bank combines Harris Private Bank and part of M&I Wealth Management.

"By combining the two organizations, we are able to expand our array of options and solutions for our clients," said Chad Cassinelli, Senior Vice President and Managing Director, BMO Private Bank, Indiana.  "The new brand reflects our ability to provide a superb client experience through the same staff of experienced and seasoned professionals our clients have come to trust and value, backed by the global reach and expertise of BMO Financial Group."

BMO Private Bank's high net worth business has been ranked 12th largest in the U.S.1  The ultra-high net worth business, under Harris myCFO®, has been ranked among the top five.2  Our presence now expands across 13 states, employing more than 1,250 professionals based out of 57 offices.

Terry Jenkins, President and CEO, BMO Private Bank, U.S. said, "We have a strong presence in the Midwest, and we're also located in other key wealth markets – such as Arizona and Florida.  We're continuing to attract top talent, and we're very excited about the value proposition that we offer to advisors.  Whether you're in Seattle or Sarasota, Chicago or Phoenix, BMO Private Bank's people provide a consistent approach - providing clients with the same superb experience wherever they are."

For more information about BMO Private Bank, please visit:

www.bmo.com/privatebank/us

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. 

Harris myCFO and Harris myCFO® are brands delivering services through Harris myCFO, LLC an investment advisor registered with the Securities and Exchange Commission; certain divisions of BMO Harris Bank N. A. a national bank with trust powers; and BMO Delaware Trust Company, a Delaware limited purpose trust company. 

Stoker Ostler Wealth Advisors, Inc. is an SEC-registered investment advisor.

Not all products and services are available in every state and/or location.

1 Based on total AUM of investment accounts of $5MM+, Barron's Research ranking Dec 2011

2 Based on assets under advisement, Family Wealth Alliance ranking 2011

SOURCE BMO Harris Bank



RELATED LINKS
http://www.harrisbank.com
http://www.bmo.com/privatebank/us

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