Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Devon Chan is a Series 65-registered advisor at BMO Family Office, LLC with one year of industry experience. Prior to joining BMO Family Office, he worked at Bank of Montreal, US Bank, and Union Bank. BMO Family Office serves high-net-worth individuals and families, as well as single- and multi-family offices, private foundations, endowments, and pooled investment vehicles. The firm offers discretionary and non-discretionary investment management with an emphasis on asset allocation supported by quantitative and qualitative due diligence, and client portfolios may include a wide range of public and private market investments.

Travis Borton is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is affiliated with BMO Family Office, LLC in Chicago, IL, and has worked at Harris MyCFO, LLC and BMO Harris Bank since 2011. BMO Family Office serves ultra-high-net-worth individuals, families, and institutional clients by providing discretionary investment management, advisory services, and family wealth strategies. The firm’s investment approach combines quantitative and qualitative due diligence overseen by an Investment Committee and utilizes a wide range of strategies and instruments, supported by its integration with BMO Financial Corp. and affiliated entities.