Michael Montgomery work email
- Valid
- Valid
Michael Montgomery personal email
Michael Montgomery phone numbers
Veteran wealth executive and advisor to families of affluence with a proven scorecard for strategy formulation, vigilant execution and tangible results within family office, RIA and Private Banking organizations. Comprehensive experience at the front line, advising and collaborating directly with individuals, families and family offices, as well as extensive experience driving organizational strategy and execution, with a particular emphasis on business development, sales and relationship management and operational execution within both large, midsize and emerging wealth management organizations.Specialties: Comprehensive Technical and Hands-On Practical Skills Critical to the Delivery of Financial, Business and Strategic Advice to Affluent Individuals, Families and Family Offices; Wealth Management Hard Skills Across Investments, Taxation, Wealth Transfer, Philanthropy and Risk Management Concepts; Sales Strategy and Sales Management; Prospect and Client Experience Formulation; UHNW Thought Leadership, Motivational Leadership; Hands-on Execution; Operational Experience with Performance Reporting, CRM Systems, Custody and Brokerage Platforms; Client Service Mindset.
Marshall Street Capital
-
Chief Executive Officer And Chief Investment OfficerMarshall Street Capital Mar 2023 - Present
-
Chief Executive OfficerFord Estates, Llc Oct 2016 - Dec 2022Detroit, Mi, UsServed as a vigilant steward and chief advisor to an ever-growing multigenerational family and its family office. -
President & National Head | U.S. Ultra-High Net Worth SegmentBmo Wealth Management - U.S. Jun 2016 - Oct 2016Chicago, Illinois, UsResponsible for driving the business strategy and growth for the national UHNW practice of BMO Wealth Management - U.S., the unification of firm-wide sales and practice management efforts and the delivery of an integrated offering across CTC | myCFO's national footprint. CTC | myCFO, the brand of BMO Wealth Management's U.S. ultra-high net worth segment, is a high touch, high service wealth consulting unit offering objective investment consulting and the comprehensive services of a multi-family office. -
Regional President, Western Region | National Head Of Client Engagement - Ctc | MycfoBmo Wealth Management - U.S. Jan 2016 - May 2016Chicago, Illinois, UsResponsible for driving the business strategy and growth for the Western region, the unification of firm-wide sales and practice management efforts and the delivery of an integrated offering across CTC | myCFO's national footprint. CTC | myCFO, the brand of BMO Wealth Management's U.S. ultra-high net worth segment, is a high touch, high service wealth consulting unit offering objective investment consulting and the comprehensive services of a multi-family office.
-
National Head Of Sales & Practice ManagementBmo Wealth Management - U.S. Apr 2015 - Dec 2015Chicago, Illinois, UsResponsible for leading the overall sales program and strategy for the High-Net-Worth and Ultra-High-Net-Worth businesses of BMO Private Bank, a part of BMO Wealth Management - U.S.
-
Managing Director | National Head Of Client Engagement - Ctc | MycfoBmo Wealth Management - U.S. Mar 2013 - Mar 2015Chicago, Illinois, UsServed as National Head of Client Engagement for the U.S. Ultra High Net Worth Unit of BMO U.S. Private Wealth, which is comprised of CTC | myCFO, a high touch, high service wealth advisory consulting firm for individuals, families and family offices and Cedar Street Advisors, an elite boutique advising C-suite executives and closely-held business owners.CTC | myCFO serves over 300 ultra-affluent individuals, families and family offices across the US and five other countries. The firm serves $83 billion in client assets, advising on more than $40 billion in assets and administering an additional $43 billion.
-
Managing Director - Wealth Advisory ServicesNorthern Trust Jan 2012 - Feb 2013Chicago, Illinois, UsResponsible for managing the strategic direction, advice delivery and operations of Northern’s Dallas Wealth Advisory Services segment, which is a segment focused upon the delivery of integrated wealth management services to affluent families. -
Managing Director - Investment Advisory And Family Office ServicesBmo Wealth Management - U.S. Jun 2009 - Nov 2011Chicago, Illinois, UsAdvised individuals and families of significant wealth in all matters concerning their financial well-being, including comprehensive portfolio management, assessment and deployment of optimal brokerage/custody structures, private banking, income taxation, prudent choice of entity decisions, risk management, financial reporting, philanthropy, estate/gift/trust planning and wealth transfer strategies, executive compensation, life insurance and numerous other areas that materially impact a client's lifestyle, financial position and legacy.
-
Managing DirectorTolleson Wealth Management Jun 2002 - Jun 2009Dallas, Texas, UsServed as a central financial strategist for the delivery of comprehensive wealth management and financial advisory services in a shared-family office that focuses specifically on the financial needs of ultra-affluent families, entrepreneurs and executives. Acted as a personal CFO for each individual client and their respective private business and investment entities, providing management and oversight for liquid portfolio and private equity investments, cash flow planning, taxes, private banking, real estate management, estate and charitable planning, trusts, accounting, and other financial activities. -
Manager - Personal Financial ServicesKpmg 1996 - 1998Toronto, On, Ca -
VariousPwc 1992 - 1995Gb
Michael Montgomery Skills
Michael Montgomery Education Details
-
Smu Cox School Of BusinessFinance -
Texas A&M UniversityAccounting
Frequently Asked Questions about Michael Montgomery
What company does Michael Montgomery work for?
Michael Montgomery works for Marshall Street Capital
What is Michael Montgomery's role at the current company?
Michael Montgomery's current role is Chief Executive Officer and Chief Investment Officer at Marshall Street Capital.
What is Michael Montgomery's email address?
Michael Montgomery's email address is mi****@****llc.com
What is Michael Montgomery's direct phone number?
Michael Montgomery's direct phone number is (800) 472*****
What schools did Michael Montgomery attend?
Michael Montgomery attended Smu Cox School Of Business, Texas A&m University.
What are some of Michael Montgomery's interests?
Michael Montgomery has interest in Children, Education.
What skills is Michael Montgomery known for?
Michael Montgomery has skills like Wealth Management, Strategic Leadership, Family Office, Financial Services, Business Strategy, Strategic Sales, Investments, Portfolio Management, Sales Management, High Net Worth Individuals, Alternative Investments, Hedge Funds.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial