BMO Capital Markets Corp.
Firm details
- Headquarters
- New York, New York
- CRD number
- 16686
- Registered since
- August 16, 1985
- Website
- capitalmarkets.bmo.com
Firm profile
FINTRXOverview
BMO Capital Markets Corp. is registered with the SEC and operates as a corporate investment bank; its registration dates to 1985. The dataset frames the entity as an investment bank rather than a wealth manager or capital allocator — it is not identified as a capital allocator to third‑party managers and is not flagged as an active ESG investor. Ownership is listed as a domestic entity/individual, but the firm has not supplied detail about its advisory or specific business activities in the provided record. The public record supplied does not describe a retail client focus or typical service lineup (financial planning, discretionary advisory mandates, or family office services are not documented), so the available information emphasizes institutional-style balance sheet activity rather than a defined private-wealth offering.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 7Francois Trahan
Chief Investment StrategistCRD 4309171

Joel Quall
Chief Financial OfficerCRD 5064884
Monica Shin
Chief Operating OfficerCRD 5703634
Contacts
3 of 1114
Laurence Kaplan
Managing DirectorCRD 3068556

Jesse Naar
Vice PresidentCRD 6525878
Chiyan Luo
Managing DirectorCRD 4853027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 151 W 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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