Loading profile…
Loading profile…
James Futrell — Managing Director and Head of Investments, BMO Family Office · BMO Bank · Greater Chicago Area.
Direct contact
1 verified contact method on file — work email. Masked until you unlock.
Free account, no card required. Your first unlock is on us.
Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
Or explore more contacts in this database — from 50 credits.
About
James Futrell is a Managing Director and Head of Investments at BMO Family Office. He leads its Investment Advisory Services group, manages investment teams and chairs the Investment Committee. His team develops investment policies, recommends asset allocations and evaluates investment managers. He joined BMO Family Office in 2011 and works with complex client relationships. He holds a BA in Business and Economics from Wheaton College and an MBA from the University of Chicago Booth School of Business, and holds the CFA and CAIA designations.
Experience
Head of InvestmentCurrent
BMO Family Office
Oct 2024 – Present
MBA Spring Associate Internship
Marlton Capital, LLC · Greater Chicago Area
Mar 2017 – Jun 2017
Performed due diligence, modeled company financials, built LBO analysis, conducted strategy review, interacted with firm owners during on-sight visits and phone correspondence, and prepared pitch decks for investor presentations.
Education
Skills
Related professionals · BMO Bank