SOURCE: BMO Global Asset Management

BMO Global Asset Management

May 02, 2013 10:02 ET

BMO Global Asset Management Strengthens Enterprise Solutions Efforts by Appointing New Director of Strategic Partnerships - Retirement Services

CHICAGO, IL--(Marketwired - May 2, 2013) - BMO Global Asset Management announced today the appointment of Frank Green to Director of Strategic Partnerships - Retirement Services. In this larger role, Green will be developing and growing partnerships with other leading financial institutions, allowing them to offer additional retirement services to their customers, including recordkeeping and retirement plan administration.

Having joined BMO in 2002, Green has more than 28 years of industry experience, including holding senior roles at leading financial institutions. He holds a Bachelor of Science in Accounting from St. Francis University and an MBA with a concentration in Finance from American University. Green will continue to report to Phil Enochs, Managing Director and Head of Relationship Management at BMO Global Asset Management.

BMO Global Asset Management offers both holistic and individually-provided outsourced solutions to clients in the financial industry, such as insurance, actuarial, and consulting firms, as well as other banking institutions. Current clients include more than 70 nationally recognized trust companies. The primary enterprise solutions offered to clients are:

  • Strategic Partnerships - Retirement Services: Providing our clients with the ability to offer retirement services, including recordkeeping and retirement plan administration. This endeavor is led by Green.
  • Trust Outsourcing - Trust and Custody Services: Providing our clients with an industry leading trust and custody platform delivered and serviced by BMO Global Asset Management's dedicated team of professionals. This endeavor is led by Wayne Klomstad, Head of Trust Outsourcing.
  • Intermediary Sales - Asset Management: Developing and maintaining relationships with clients that provide third party distribution for the BMO Funds and the separately managed account strategies of BMO Asset Management. This endeavor is led by Mike Robinson, Head of Intermediary Sales.

"BMO has a long-term commitment to service excellence and a clear dedication to delivering enterprise solutions to our financial services clients -- serving them through a variety of channels, including retirement services, trust and custody services and asset management," said Enochs.

Enochs added that BMO Global Asset Management continues to seek dedicated, experienced professionals to enhance its Asset Management and Retirement Services teams.

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About BMO Global Asset Management
BMO Global Asset Management is a global investment manager with more than $125 billion in assets under management as of January 31, 2013, including discretionary and non-discretionary assets under management.

Our two multi-disciplined teams are based in Toronto and Chicago/Milwaukee, and our network of world-class boutique managers is strategically located across the globe. They include Monegy, Inc., Pyrford International Ltd., Lloyd George Management and Taplin, Canida & Habacht, LLC. BMO Global Asset Management delivers service excellence from offices throughout North America, and in London, Abu Dhabi, Mumbai, Beijing, Shanghai and Hong Kong. Our approach has led us to be recognized by Pension & Investments as one of the world's largest 100 asset managers based on combined assets under management as of December 31, 2011.

We are a part of BMO Financial Group (NYSE: BMO), a fully diversified financial services organization with $542 billion total assets and more than 46,000 employees as of January 31, 2013.

BMO Retirement Services and Trust and Custody are a part of BMO Global Asset Management and a division of the BMO Harris Bank N.A., offering products and services through various affiliates of BMO Financial Group.

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, retirement plan services, and trust and custody. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

Investment products are: Not FDIC Insured | No Bank Guarantee | May Lose Value

©2013 BMO Financial Corp.

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