Experience

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  Cresset Capital

  • Member of the Board of Advisors

    • Apr 2021 - Present
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  Cresset

  • Chicago, Illinois, United States

  • Member of the Board of Advisors

    • Apr 2021 - Present
    • Chicago, Illinois, United States
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  Halo Investing

  • Chicago, Illinois, United States

  • Member of the Board of Advisors

    • May 2021 - Present
    • Chicago, Illinois, United States
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  Key Private Bank

  • Cleveland, OH

  • President, KeyBank Wealth Management

    • 2015 - Mar 2021
    • Cleveland, OH

    Directed all aspects of KeyBank’s Wealth Management businesses including Key Private Bank (private banking, personal trust and investments), Key Family Wealth ( multi-family office services), Key Investment Services (mass affluent broker dealer) and Key Institutional Advisors (institutional asset...

• 

  BMO Private Wealth

  • Canada
  • Financial Services
  • 700 & Above Employee

  • President & CEO, US Wealth Management

    • 2006 - 2014

    Directed all US Wealth Management businesses following the M&I acquisition. Lead team of approximately 1300 professionals delivering wealth management services across all segments, including a large family office platform, a national high net worth business and a mass affluent broker dealer.● lead integration of M&I Wealth Management businesses to completion, fully segmenting the business, including mass affluent broker dealer (BMO Harris Financial Advisors), HNW private bank (BMO Private Bank), and multi-family office (CTC | myCFO)● established and maintained strong wealth management relationships with rating agencies● generated performance results from 2006 to 2013 including averaged annualized revenue growth of 11%, averaged annualized net income growth of 23%, revenue growth per fte of 30%, net income growth per fte of 188% and gross sales increase of 66%

  • President and CEO, Canada

    • 2002 - 2006

    Business head for all Canadian-based private banking businesses, including asset management, trust and banking.● recognized for award-winning average annualized growth of 30%● ranked as “Best Private Bank in Canada” by Euromoney Magazine: 2004, 2005, 2006

  • Vice President, Head of Toronto Region

    • 2000 - 2002

    Business head for the GTA region for all BMO Toronto private banking businesses. Brought all wealth units together under a newly created brand and business model. Established a unified team and strong growth trajectory for the business.

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  RBC

  • Canada
  • Banking
  • 700 & Above Employee

  • Vice President, Head of Global Private Banking

    • 1997 - 2000

    Led over 200 professionals providing global banking, trust and investment management to Canadian clients doing business worldwide. Achieved strong sales growth and financial performance in all markets.● member of Global Private Banks Worldwide Management Committee● member of RBC’s Wealth Management Committee

  • Vice President, Royal Trust / RBC Wealth Management Western Ontario

    • 1994 - 1997

    Recruited to lead newly launched integrated regional wealth model following RBC’s acquisition of Royal Trust. Launched a new wealth model, integrated various teams and achieved significant growth and top quartile financial performance. Ranked consistently as the #1 or #2 region in the country.

  • Royal Trust: Sales, Branch & District Management

    • 1988 - 1994

    Performed various roles in sales and wealth management, including branch management, leading teams in the sale of wealth management services and directing the Toronto region wealth management and banking businesses for Royal Trust’s largest district.

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  London Life

  • Toronto, Canada

  • Sales / District Sales Management

    • 1983 - 1988
    • Toronto, Canada

    Built and managed a top-performing sales team in the London Life district division. Achieved record sales as an individual producer and moved to district sales management.