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Read MoreCarol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. We may also ask you to provide a copy of your driver's license or other identifying documents. She also launched and led mentoring and training programs to enhance career development for asset management employees. Prior to his academic career, Yung-Yu worked for a global consulting firm with operations in Hong Kong, Taiwan and Mainland China where he performed financial, macroeconomic, and market analysis for global companies. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors. We may also ask you to provide a copy of your certificate of incorporation or similar document or other identifying documents. She has a deep understanding of the markets and portfolio construction and management across asset classes.