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Rob Hauswirth

Managing Director @Bmo Family Office

Chicago, IL, US
MOBILE NUMBERS
+18•••••••91

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WORK HISTORY

Mar 2015 — Present

Managing Director @Bmo Family Office

Chicago, IL, US

As a premier national multi-family office organization, we help ultra high net worth families and individuals navigate the complex issues of managing significant wealth. I am responsible for overseeing client engagement across the enterprise and working closely with my partners to develop and execute upon strategies for growing the business and delivering exceptional client experiences.

SKILLS

Fixed IncomeValuationWealthEstate PlanningInvestment AdvisoryEquitiesMergersFinancial AdvisoryRisk ManagementPortfolio ManagementCapital MarketsFinanceAlternative InvestmentsInvestmentsDue DiligenceMergers & AcquisitionsAsset AllocationFinancial ModelingWealth ManagementFinancial ServicesPrivate EquityAsset ManagmentAsset ManagementFinancial AnalysisHedge FundsStrategic Financial PlanningInvestment Strategies

ABOUT ROB HAUSWIRTH

I have worked with business leaders/builders of significant wealth for 20 years helping…

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