Joseph Knecht

Senior Director of Portfolio Management at BMO Family Office

Role: Senior Director of Portfolio Management at Bmo Family Office
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Director of Portfolio Management
Bmo Family Office
Jul 1991 — Present · Chicago, IL, US
BMO Family Office brings the comprehensive capabilities of a multi-family office to ultra-high net worth families. We work closely with my clients to provide solutions for their banking, credit, investment and fiduciary needs.

Skills

Mutual Funds
Strategic Financial Planning
Investment Management
Wealth Management Services
Alternative Investments
Financial Analysis
Estate Planning
Financial Planning
Hedge Funds
Equities
Investment Strategies
Wealth Management
Asset Management
Retirement Planning
Financial Advisory
Asset Managment
Fixed Income
Bonds
Private Equity
Capital Markets
Banking
Securities
Asset Allocation
Fund of Funds
High Net Worth Individuals
Portfolio Management
Leadership
Investments
Investment Advisory

Contact information

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Work email
•••••@bmofamilyoffice.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Bmo Family Office

Financial Services · 180 employees · Founded 1981 · Chicago, Illinois, United States

BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office. Drawing on decades of experience amassed through the legacy organizations that comprise BMO Family Office, we help navigate the complexities of managing substantial wealth through an integrated planning and advisory approach. Focusing on investments, tax and estate services, risk and family capital needs, and family wealth strategies, we are dedicated to providing objective, informed advice to our clients. With over 120 dedicated professionals, and each advisor averaging 20+ years of individual experience, our solutions are bespoke and high-touch. Backed by the strength and stability of our parent organization, we continue to operate in a boutique environment to serve our unique client base. Although our brand has changed, our new brand continues to underscore our commitment to serving single family and multifamily offices, both nationally and globally. To learn more about BMO Family Office, please visit us at

bmofamilyoffice.com

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