Appointments will bolster team handling wealthiest clients
BMO Wealth Management (US) had added six senior members to its ultra-high-net-worth team.
The appointments to the CTC l myCFO division which offers advisory services to the wealthiest clients incuding individuals, family offices, and families in the US and globally.
Celebrating our industry successes in the wealth management industry
The new members of the team are:
- Rick Pomeroy, Senior Managing Director
- Mike Miranda, Managing Director
- Doug Sullivan, Managing Director
- Ron Macleod, Managing Director
- Don Dabisch, Director
- Bo Youn Jo, Director of Research Analytics
"I'm excited to welcome this extraordinary group of leaders who are industry veterans and bring new perspectives that will enrich our offering and client experience," said Nick Paldrmic, Head of CTC | myCFO. "The collaboration will be dynamic as we work daily to address the unique needs of our clients."
The hires will mean the team can expand their capabilities and services to clients, bringing more than 120 years of combined experience across hedge funds, investment management, fintech and financial liabilities.
"We have a long history of serving UHNW clients with an unwavering commitment to bringing the best talent, tools and resources to them every step of the way. We are growing and making significant investments in the business with our clients' needs top of mind," Paldrmic added.
