Catherine Brachman
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Catherine Brachman Email & Phone Number

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

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

Catherine Brachman previously worked as Associate Portfolio Strategist at Bmo Family Office and Business Analyst - Global Trade & Banking Technology Capital Markets 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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About Catherine Brachman

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

Current workplace

Catherine Brachman's current company

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BMO Family Office
Bmo Family Office
Associate Portfolio Strategist, BMO Family Office
chicago, illinois, united states
Website
bmofamilyoffice.com
Employees
165
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3 roles · 9 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.

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.

2017 - Feb 2020
Team & coworkers

Colleagues at BMO Family Office

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

HC Hannah Chan, Cfa, Cpa Hannah Chan, Cfa, Cpa Colleague at Bmo Family Office Portland, Oregon, United States, United States View → SA Shiraz Ahmed Shiraz Ahmed Colleague at Bmo Family Office Pakistan, Pakistan View → JA Jeff Allen Jeff Allen Colleague at Bmo Family Office Chicago, Illinois, United States, United States View → CL Charles Langhoff Charles Langhoff Colleague at Bmo Family Office Chicago, Illinois, United States, United States View → RR Ryan Rodriguez Ryan Rodriguez Colleague at Bmo Family Office Greater Chicago Area, United States View → SO Sandy Ostrowski Sandy Ostrowski Colleague at Bmo Family Office Oak Brook, Illinois, United States, United States View → MP Michael Papciak Michael Papciak Colleague at Bmo Family Office Matthews, North Carolina, United States, United States View → SC Samantha Campbell Samantha Campbell Colleague at Bmo Family Office Greater Calgary Metropolitan Area, Canada View → CR Caro Rolfo Caro Rolfo Colleague at Bmo Family Office Argentina, Argentina View → CW Christian Weggeland Christian Weggeland Colleague at Bmo Family Office Portland, Oregon Metropolitan Area, 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, BMO Family Office 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 Hannah Chan, Cfa, Cpa, Shiraz Ahmed, Jeff Allen, Charles Langhoff, and Ryan Rodriguez.

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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