SOURCE: BMO Private Bank

BMO Private Bank

June 18, 2013 09:10 ET

BMO Private Bank Names New Leaders in Rockford and Chicago

ROCKFORD, IL and CHICAGO, IL--(Marketwired - Jun 18, 2013) -

  • Dan Barron brings 30 years of wealth management experience to the role
  • Kathy Weber, who previously held this position, has been appointed to a senior leadership position in Chicago

BMO Private Bank announced today that Dan Barron is the new Managing Director, BMO Private Bank, Rockford, and that Kathy Weber has been appointed to a new Managing Director role for BMO Private Bank in Chicago, where she will lead a team of wealth advisors, private bankers and portfolio managers.

"Our clients are looking for advice, guidance and an exceptional experience, and that is exactly what both Kathy and Dan has been providing clients for years," said Zach Lazar, President, Illinois & Florida, BMO Private Bank. "Dan's passion for providing a great customer experience makes him ideally suited to lead our Rockford team, and Kathy brings a track record of success that will make her a very valuable addition to the Chicago leadership team."

About Kathy Weber
Kathy Weber has over 30 years of financial services experience, and she has been managing BMO Private Bank's team of wealth management professionals in Rockford for over a decade (three years with BMO, seven years prior to that with AMCORE Bank). Kathy led the private banking operations for all of AMCORE Bank, and through her leadership, she helped ensure a smooth transition while continuing to grow the business. She is very involved in the Rockford community, as she sits on numerous boards, including Rockford Memorial Development Foundation, Rockford Park District Foundation and Rockford Health Careers.

About Dan Barron
Dan Barron has 30 years of financial services experience, including 17 years at BMO Financial Group. In his most recent leadership role, Dan was Regional President, North Region, Wisconsin, where he led a team of over 150 employees and was responsible for Retail, Business Banking and Wealth Management businesses. For the past 19 months, he has been a senior private banker in Chicago. Dan recently served on the Ozaukee Family Service Board in Wisconsin, as well as the Libertyville Youth and Family Services Board.

About BMO Private Bank, a Part of BMO Financial Group
BMO Private Bank offers a comprehensive range of wealth management services that include investment advisory, trust, banking and financial planning to meet the financial needs of high net worth clients. Through integrated teams of experienced financial professionals, BMO Private Bank helps its clients realize their financial and lifestyle goals with solutions that are custom tailored and delivered with the highest level of personalized service.

BMO Private Bank is a brand name used in the United States by BMO Harris Bank N.A. Member FDIC. Not all products and services are available in every state and/or location.

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