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Carol Schleif — Chief Market Strategist, BMO Wealth Management · BMO Bank · Minneapolis, Minnesota, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
High energy investment professional with extensive front line experience in investment strategy development, team leadership, creative thinking / problem solving, and a keen focus on generating impactful outcomes for clients and colleagues. Intensely curious and a seasoned story teller with a knack for interpreting complex or emotional topics in a calming and understandable fashion. Decades of experience managing Ultra High Net Worth portfolios and clients, including team assembly, oversight and leadership; and executive level management with direct P&L oversight.
Specialties include writing, speaking and media on a broad variety of investment topics including asset allocation and global strategy; portfolio construction; current market trends; how to select managers; behavioral finance; women & wealth; women IN wealth; impact and Socially Responsible investing; raising financially prudent kids; and long term thematic topics.
Mentoring, coaching and guiding others' learning and development in the art and science of portfolio and client management have been a consistent passion throughout my career.