MINNEAPOLIS and ST.PAUL, Minn., April 23, 2012 /PRNewswire/ -- M&I Wealth Management, a part of BMO Financial Group, announced the promotion of Steve M. Marsich, to senior vice president, managing director, Wealth Management Groups in Minnesota and Northwest Wisconsin. Steve 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.
"Steve's credentials and skills in financial planning enable him to guide the team in developing creative strategies to solve clients' complex financial situations," said Jason Stamm, president, Northern States Region. "These skills, coupled with his strong leadership ability, will be a great resource to both our clients and the team."
Steve joined M&I in 2004 and is a graduate of the University of Wisconsin-Eau Claire. He has served as the managing director of the Northwest Wisconsin Group since 2006. Prior to his expanded role, Steve held the positions of trust officer and wealth management consultant for Marshall & Ilsley Trust Company N.A. He earned the Accredited Wealth Management Advisor(SM) and Accredited Asset Management Specialist(SM) designations from the College for Financial Planning. Steve also holds FINRA Series 7 and 66 securities licenses.
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 $477 billion as of October 31, 2011, and more than 47,000 employees.
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. ©2011 BMO Financial Corp.
SOURCE BMO Harris Bank