Carol Schleif

Carol Schleif

Chief Investment Officer at BMO Family Office LLC

Finance
Consumer Services
Commercial Services

Profile

Carol M.
Schleif
is currently the Chief Investment Officer at BMO Family Office LLC.
Previously, she held positions as the Director at CFA Society of Minnesota, Market Strategist at Piper Sandler & Co. (Broker), Investment Principal at Lowry Hill Investment Advisors, Inc., Vice President at John G.
Kinnard & Co., and Principal at First Trust Corp.
She also served as the Deputy Chief Investment Officer at Abbot Downing Investment Advisors from 2017 to 2020.
Ms. Schleif completed her undergraduate degree at William Woods University.

Carol Schleif active positions

CompaniesPositionStart
Chief Investment Officer 01/06/2021
All active positions of Carol Schleif

Former positions of Carol Schleif

CompaniesPositionEnd
Portfolio Manager-Equities 01/01/2020
Portfolio Manager-Equities 31/03/2012
Corporate Officer/Principal 30/11/1989
Director/Board Member -
John G. Kinnard & Co. Corporate Officer/Principal -
See the detail of Carol Schleif's experience

Training of Carol Schleif

William Woods University Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Carol Schleif's experience

Connections

32

1st degree connections

8

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies7

Finance

John G. Kinnard & Co.

Finance

Finance

Finance

Finance

Commercial Services

Finance

See company connections