BMO Wealth Management (U.S.) appointed six executives to its CTC l myCFO division, the wealth advisory group that serves ultra-high-net-worth individuals, families and family offices in the U.S. and globally.
In Chicago, Rick Pomeroy was appointed as a senior managing director. Previously, he held several executive and managerial roles at global wealth management firms, including U.S. Trust and TIAA.
Mike Miranda named managing director, leading the Chicago-based investment advisory group. Most recently, he was a senior managing director and chief investment officer at Mesirow Financial.
Doug Sullivan and Ron Macleod were appointed as managing directors and are responsible for promoting new client engagement across the enterprise.
Don Dabisch named director of the capital advisory services team. Most recently, Dabisch was the Midwest and Southeast regional lending manager for Goldman Sachs Bank USA.
Based in Portland, Ore., Bo Youn Jo was named as director of research analytics. She is also involved in the financial technology efforts of BMO Financial Group.
