CHICAGO, Feb. 28, 2018 /CNW/ - BMO Wealth Management (U.S) today announced the following strategic appointments to its CTC l myCFO division, the wealth advisory group that serves ultra-high net worth (UHNW) individuals, families and family offices in the U.S. and globally:
- 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
These strategic hires allow CTC | myCFO to expand its roster of tenured professionals, enhance the experience of UHNW clients and strengthen the group's capabilities and service to UHNW clients. With an array of domestic and international industry awards, CTC l myCFO is recognized as a leading provider of integrated wealth management services to UHNW clients.
"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."
Based in Chicago, Rick Pomeroy is a Senior Managing Director with over 20 years of experience in the financial services industry. Pomeroy works closely with leadership to implement new client engagement strategies and client experience enhancements. Previously, he held several executive and managerial roles at global wealth management firms, including U.S. Trust and TIAA. Pomeroy earned his Bachelor of Accounting degree from Rutgers University.
Mike Miranda serves as a Managing Director, leading the Chicago-based investment advisory group. He is a primary member of the U.S. Investment Management Leadership team; he will help drive growth in the UHNW business with a focus on the client experience, enhancing the product and platform suite and delivering a unified integrated offering for clients. Miranda is a Certified Financial Analyst with over 18 years of experience running investment businesses, teams and portfolios. Most recently, he was a Senior Managing Director and Chief Investment Officer at Mesirow Financial. He received his Bachelor of Arts in Economics from Northwestern University and a Masters of Business Administration with honors from the University of Chicago Booth School of Business.
Doug Sullivan serves as Managing Director and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is responsible for promoting new client engagement across the enterprise; he works closely with leadership to develop and execute strategies for growing the business and delivering exceptional client experiences. Sullivan is a Certified Financial Planner™ (CFP) with a Bachelor degree from Southern Methodist University.
Ron Macleod serves as Managing Director working closely with leadership to promote new client engagement across the enterprise. Macleod is a family office specialist, guiding family offices to appropriate resources and services. He has nearly 25 years working with family office management and serving UHNW clients including entrepreneurs, athletes, and entertainers, among others. Previously, he was with Rockefeller & Company servicing family offices, trusts, foundations and endowments. Macleod holds series seven and 66 licenses with the Financial Industry Regulatory Authority.
Don Dabisch serves as a Director on the Capital Advisory Services team, and has over 25 years of experience in the financial services industry. He advises ultra-affluent families and individuals on the management and optimization of their financial liabilities. Most recently, Dabisch served as the Midwest and Southeast Regional Lending Manager for Goldman Sachs Bank USA, serving the needs of private wealth clients. Before joining Goldman, Dabisch served in various capacities at The Northern Trust Company within the Global Family Office group, Large Corporate Commercial Banking and Treasury Management. He holds a Bachelor of Arts degree from the University of Illinois at Chicago and a Masters of Management degree from the J.L. Kellogg Graduate School of Management at Northwestern University.
Based in Portland, Bo Youn Jo is Director of Research Analytics. She helps lead the efforts to optimize portfolio construction for clients, evaluating multiple risk factors and market exposures. She is also involved in the Financial Technology ("FinTech") efforts of BMO Financial Group, CTC | myCFO's parent company. Most recently, Jo worked as a Strategist at Pine River Capital Management, a $15 billion hedge fund firm, where she created valuation models and structured macro hedges for the fund. She had previously served as a Senior Manager in the Complex Securities Group of Ernst & Young, where she led the development of credit derivative models. She earned a Bachelor of Science degree in Physics at Yonsei University in Seoul, Korea, a Master of Business Administration at Marquette University and a Masters of Financial Engineering at the University of California-Berkeley.
"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.
For more information about CTC | myCFO, please visit: https://www.ctcmycfo.com/home
About BMO Wealth Management
BMO Wealth Management serves mass affluent, high net and ultra-high net worth individuals and families with a full suite of wealth management solutions including wealth planning, banking, lending, investment management, retirement planning, trust and estate services, philanthropy, insurance and risk management, tax planning and ultra-high net worth services. With over 140 offices across 16 states and international offices in Canada, Hong Kong, and Singapore, BMO Wealth Management provides guidance and planning advice combined with individualized service and local experience. As of October 31, 2017, BMO Wealth Management had assets under management of US$49 billion and assets under administration of US$61 billion. BMO Wealth Management is supported by the resources and stability of one of North America's premier financial services organizations—BMO Financial Group. Visit bmowealthmanagement.com.
CTC | myCFO is the wealth consulting group within BMO Wealth Management that delivers integrated solutions to ultra-affluent individuals, families and family offices. The team offers a comprehensive suite of multi-family office services and expertise, including Investment Advisory, Family Office, Capital Advisory and Fiduciary Advisory Services. CTC | myCFO is a brand delivering family office services and investment advisory services through CTC myCFO, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission, a Commodity Trading Advisor registered with the Commodity Futures Trading Commission ("CFTC"), and a member of the National Futures Association ("NFA"); trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; and trust services through BMO Delaware Trust Company, a Delaware limited purpose trust company. BMO Delaware Trust Company offers trust services only, does not offer depository, financing or other banking products, and is not FDIC insured. Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisors Act of 1940 or the rules promulgated thereunder. Investment products and services: ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.
SOURCE BMO Harris Bank