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Sunday, Dec 22, 2024

WEALTH MANAGEMENT: Havens


Havens

MICHELE HAVENS PROMOTED TO HEAD OF BMO U.S. PRIVATE WEALTH

Michele Havens, based in Los Angeles, has been promoted to Head of U.S. Private Wealth in the Wealth Management group for BMO, the 8th largest bank in North America with $1.29 trillion in assets. BMO Private Wealth today is comprised of 1,200 employees with offices in 36 states. Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking. Havens and her team partner with high-net-worth families and their related charitable entities, bringing an uncompromising focus on clients.

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