BMO Wealth Management has tapped Wallace Harris as leader of BMO Harris Financial Advisors in Chicago. The group has 243 employees and about $12.7 billion of client assets.
Harris joined BMO nearly a decade ago, when he became a regional president. The executive, who has more than 25 years of industry experience, now reports to Darrel Hackett, president of BMO Wealth Management (U.S.) and Alex Dousmanis-Curtis, group head of U.S. Retail and Business Banking for BMO Harris Bank.
“Wallace’s extensive leadership experience and commitment to meeting and exceeding client expectations strongly positions him for success in his new role,” said Hackett, in a statement. “We fully expect BHFA to continue to make great strides under Wallace’s leadership.”
According to BMO, its wealth managers work “collaboratively” with its retail banking staff and serve mass affluent clients via its integrated Premier Services Program. For this effort, Harris will work closely with COO William Crain and Jennifer Uhri, who has been overseeing field operation and customer experience for the business since 2015.