M&I Names Chad Cassinelli Senior Vice President, Managing Director of Wealth Management
INDIANAPOLIS, July 17, 2012 /PRNewswire/ -- Chad Cassinelli has been appointed senior vice president, managing director of M&I Wealth Management, a part of BMO Financial Group. Cassinelli is responsible for the management and direction of the team in the areas of private banking, investment management, financial advisors, personal trust and estate settlement services.
"Chad's 15 years of private banking and management experience enable him to guide the team in developing creative strategies to solve clients' complex financial situations," said Mark Fenlon, Private Client Group President Midwest Central States Region. "As a leader, he is passionate about motivating and coaching his teams to reach their fullest potential, and he will be a great resource to both our clients and the Indiana M&I team."
Cassinelli is very active in Indianapolis, serving as an advisory board member for the Franklin Township Education Foundation and volunteer in youth sports. He earned a Bachelor of Science degree and MBA from the University of Indianapolis.
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 services 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.
SOURCE BMO Harris Bank