Carol Schleif
Chief Market Strategist at BMO Private Wealth | Innovative investment thought leader and skilled communicator | Passionate advocate for women in and of wealth
- Role
- Chief Market Strategist at Bmo Private Wealth
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Carol Schleif
High energy investment professional with extensive front line experience in investment strategy development, team leadership, creative thinking / problem solving, and a keen focus on generating impactful outcomes for clients and colleagues. Intensely curious and a seasoned story teller with a knack for interpreting complex or emotional topics in a calming and understandable fashion. Decades of experience managing Ultra High Net Worth portfolios and clients, including team assembly, oversight and leadership; and executive level management with direct P&L oversight. Specialties include writing, speaking and media on a broad variety of investment topics including asset allocation and global strategy; portfolio construction; current market trends; how to select managers; behavioral finance; women & wealth; women IN wealth; impact and Socially Responsible investing; raising financially prudent kids; and long term thematic topics.Mentoring, coaching and guiding others\' learning and development in the art and science of portfolio and client management have been a consistent passion throughout my career.
Experience
Chief Market Strategist
Sep 2024 — Present
Chief Market Strategist for BMO Private Wealth, the North American Wealth Management Business of BMO Financial Group, leading several key initiatives aimed at amplifying BMOPW’s research and investment expertise. Ability to craft and deliver keen insights honed through decades of experience on all sides of the private wealth management business: managing portfolios and teams; leading research, asset allocation and strategy activities; and delivering investment and financial content in unique and approachable ways. Life long mentor, catalyst and connector.
Education
Hamline University
Master of Business Administration - MBA, Business / Finance
2018 — 2020
William Woods University
BA, Double Major: Business Administration | Equestrian Science
1980 — 1983
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