Marissa Naeem

Portfolio Manager at BMO Family Office

Role: Portfolio Manager at Bmo Family Office
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Portfolio Manager
Bmo Family Office
Jan 2026 — Present

Education

University of Richmond
Bachelor's Degree, Bachelor of Science in Business Administration, Concentrations in Finance and Marketing
2011 — 2015
Universitat Pompeu Fabra
Business Administration and Management, General
2014 — 2014
Universidad Carlos III de Madrid
Business Administration and Management, General
2013 — 2013

Skills

Financial Modeling
Microsoft Word
Critical Thinking
Microsoft Excel
Powerpoint
Analytics
Social Media
Research
Organization Skills
Teamwork
Morningstar
Spreadsheets
Dorsey Wright
Smartstation
Morningstar Office

Contact information

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Work email
m••••••••@bmo.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••74

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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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Experience

Portfolio Manager

Education

University of Richmond

Universitat Pompeu Fabra

Universidad Carlos III de Madrid

Skills

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