For more information on individual Financial Advisors, you may visit adviserinfo. Prior to joining BMO, Yung-Yu was a finance professor at Lehigh University, where he taught courses in equities, fixed income, and derivatives. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services.
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Read MoreShe has a deep understanding of the markets and portfolio construction and management across asset classes. She also launched and led mentoring and training programs to enhance career development for asset management employees. Please review the privacy and security policies of web sites reached through links from BMO web sites. Prior to joining BMO, Yung-Yu was a finance professor at Lehigh University, where he taught courses in equities, fixed income, and derivatives. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of or the rules promulgated thereunder.