Catherine Brachman
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Catherine Brachman Email & Phone Number

Associate Portfolio Strategist at BMO Family Office
Location: Toronto, Ontario, Canada 3 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
BMO Family Office
Role
Associate Portfolio Strategist
Location
Toronto, Ontario, Canada
Company size
165 employees

Who is Catherine Brachman? Overview

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Quick answer

Catherine Brachman is listed as Associate Portfolio Strategist at BMO Family Office, a with 165 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Catherine Brachman.

Catherine Brachman previously worked as Business Analyst - Global Trade & Banking Technology Capital Markets at Bmo Financial Group and Business Consultant - Global Trade & Banking Technology at Bmo Financial Group. Catherine Brachman holds Master Of Finance from Smith School Of Business At Queen'S University.

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BMO Family Office

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Profile bio

About Catherine Brachman

Catherine Brachman is a Associate Portfolio Strategist at BMO Family Office.

Current workplace

Catherine Brachman's current company

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BMO Family Office
Bmo Family Office
Associate Portfolio Strategist
chicago, illinois, united states
Website
bmofamilyoffice.com
Employees
165
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3 roles · 10 years

Catherine Brachman work experience

A career timeline built from the work history available for this profile.

Associate Portfolio Strategist

Current
Bmo Family Office

Toronto, Ontario, Canada

Jun 2024 - Present

Business Analyst - Global Trade & Banking Technology Capital Markets

Bmo Financial Group

Toronto

As a business analyst, I lead the development of technical and business requirements for trade finance projects, working with our business partners to implement new or enhanced digitized solutions.- Works closely with different stakeholder groups ranging from sales teams to operations to identify problems and potential impacts to scope, downstream systems, and design. - Develops requirements documentation and testing plans in alignment with project milestones and deliverables.

Feb 2020 - Jun 2024

Business Consultant - Global Trade & Banking Technology

Bmo Financial Group

Toronto, Canada Area

- Identifies and analyzes operational inefficiencies and presents insights to Trade Finance and Corporate & Commercial Lending technology groups - Leads project management efforts to coordinate implementation of accessibility compliance initiatives - Prepares presentation materials for monthly Global Transaction Banking executive meetings- Evaluates project budgets and manages forecasting activities to reduce annual resourcing costs

2017 - Feb 2020
Team & coworkers

Colleagues at BMO Family Office

Other employees you can reach at bmofamilyoffice.com. View company contacts for 165 employees →

MA Manzoor Ahmed Manzoor Ahmed Colleague at Bmo Family OfficePeshawar District, Khyber Pakhtunkhwa, Pakistan View → NK Nazia Khan Nazia Khan Colleague at Bmo Family OfficePakistan View → AM Asif Magsi Asif Magsi Colleague at Bmo Family OfficePakistan View → SB Serge Bolduc Serge Bolduc Colleague at Bmo Family OfficeBlainville, Quebec, Canada View → JD Julie Demartini Julie Demartini Colleague at Bmo Family OfficePalo Alto, California, United States View → GS Gulmira Shermatova Gulmira Shermatova Colleague at Bmo Family OfficeGreater Montreal Metropolitan Area, Canada View → TH Tom Howe Tom Howe Colleague at Bmo Family OfficeChicago, Illinois, United States View → HA Husham Alwindawi Husham Alwindawi Colleague at Bmo Family OfficePortland, Oregon, United States View → JA Jeff Allen Jeff Allen Colleague at Bmo Family OfficeChicago, Illinois, United States View → ST Shawn Tymer Shawn Tymer Colleague at Bmo Family OfficeVancouver, Washington, United States View →
3 education records

Catherine Brachman education

Public Policy Analysis

Hamilton College

Coursework focused on economics, statistics, political science, and philosophy.

Education record

Bishop Allen Academy
FAQ

Frequently asked questions about Catherine Brachman

Quick answers generated from the profile data available on this page.

What company does Catherine Brachman work for?

Catherine Brachman works for BMO Family Office.

What is Catherine Brachman's role at BMO Family Office?

Catherine Brachman is listed as Associate Portfolio Strategist at BMO Family Office.

Where is Catherine Brachman based?

Catherine Brachman is based in Toronto, Ontario, Canada while working with BMO Family Office.

What companies has Catherine Brachman worked for?

Catherine Brachman has worked for Bmo Family Office and Bmo Financial Group.

Who are Catherine Brachman's colleagues at BMO Family Office?

Catherine Brachman's colleagues at BMO Family Office include Manzoor Ahmed, Nazia Khan, Asif Magsi, Serge Bolduc, and Julie Demartini.

How can I contact Catherine Brachman?

You can use AeroLeads to view verified contact signals for Catherine Brachman at BMO Family Office, including work email, phone, and LinkedIn data when available.

What schools did Catherine Brachman attend?

Catherine Brachman holds Master Of Finance from Smith School Of Business At Queen'S University.

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