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Local wealth specialists delivering customized solutions

With offices throughout the United States, BMO Private Bank maintains a strong local presence in the many communities we serve. As a result, you can be confident that your team of specialists will bring not only targeted intelligence but also intimate knowledge of local markets, trends, laws and issues.

BMO Private Bank Senior leadership team

Terry A. Jenkins
President & CEO, U.S.
BMO Private Bank
View bio (1.41 MB - PDF)

Discipline Heads:

Jack A. Ablin
Executive Vice President and Chief Investment Officer, U.S.
BMO Private Bank
View bio (655KB - PDF)

MaryJo Herseth
Senior Vice President, National Head of Banking, U.S
BMO Private Bank, U.S.
View bio (1.23 MB - PDF)

Deborah A. Korompilas
Senior Vice President, National Head of Trust & Estate Services, U.S
BMO Private Bank
View bio (1.03 MB - PDF)

Thomas E. Meilinger
Senior Vice President, National Head of Sales, U.S.
BMO Private Bank

Jeffrey A. Nepote
Senior Vice President, National Head of Investments, U.S.
BMO Private Bank

Katie Vander Zanden
Chief Administrative Officer, U.S.
BMO Private Bank

Stephen L. Williams CFP CIMA
Vice President, National Head of Financial Planning, U.S.
BMO Private Bank
View bio (1.31 MB - PDF)

Regional Presidents:

Zachary D. Lazar
President, Illinois and Florida Region
BMO Private Bank
View bio (1.36 MB - PDF)

Matt Miller
President, Western Region
BMO Private Bank

Jason F. Stamm
President, North Central Region
BMO Private Bank

Affiliate Business Heads:

John Benevides
President
Harris myCFO, LLC

Michael Miroballi
President
BMO Harris Financial Advisors
View bio (500 KB - PDF)

Gregory D. Sullivan
Managing Director
Sullivan, Bruyette, Speros & Blayney, Inc.

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