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PETER A. BROWN

SENIOR MANAGING DIRECTOR, DIVISIONAL PRESIDENT (RIA)

Peter appears in the Top 100 

People in Finance Magazine

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Peter A. Brown

 

For over his 20 years in financial services, Peter Brown has been doing what he loves most: building relationships with people. Whether he is working with clients or volunteering in his community, he understands and values the personal connections we all make, each day. And it is that focus on relationships that Peter brings with him as senior managing director, divisional president at BMO Wealth Management.

BMO has been in business for over two hundred years, providing treasury management, banking and lending services, investment management, wealth planning, and trust and estate services. Headquartered in Toronto, with the U.S. headquarters in Chicago, it’s one of the top ten commercial lenders in North America. In his role, Peter leads the wealth management division’s trailblazing vertical channel specific to RIAs. He is charged with growing the business, managing their existing RIA relationships, and building new relationships by providing banking and lending solutions to independent RIA firms throughout the country.  

This focus on building relationships is precisely what differentiates BMO Wealth Management from their competitors. They take a holistic approach, getting to know and understand the client and their unique needs before applying the appropriate product or service. They partner with RIAs, providing deposit/treasury solutions, liquid-secured lines of credit, residential mortgages, commercial real estate, and partner financing. Additionally, they have specialty groups for clients in the nonprofit sector and in the medical field. Essentially, they are a one-stop shop for RIAs and their clients, and their goal is to partner with the RIAs to nurture and strengthen the relationship with their respective clients. They understand that when someone requests their services, it is because they are choosing to do so, and they work hard to build rapport and maintain trust, because, ultimately, Peter and the others at BMO Wealth Management value the relationships they have with their clients above all else. They genuinely care about the person, not the transaction, and so it is only fitting that they say, “You’ve built your success through years of hard work. With that comes the complexities of balancing family, your business, and planning for the future. We can help.”

 

Peter A. Brown

Senior Managing Director, Divisional President (RIA) — BMO Wealth Management

Websites: www.bmo.com

https://www.bmo.com/privatewealth/

http://www.bmoharris.com/main/wealth-management

LinkedIn:  https://www.linkedin.com/in/peterandrewbrown/  

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