Bringing you live news and features since 2006 

M&I names Chad Cassinelli senior vice president, managing director of wealth management

RELATED TOPICS​

Chad Cassinelli has been appointed senior vice president, managing director of M&I Wealth Management, a part of BMO Financial Group.



 

Cassinelli is responsible for the management and direction of the team in the areas of private banking, investment management, financial advisers, personal trust and estate settlement services.

"Chad’s 15 years of private banking and management experience enable him to guide the team in developing creative strategies to solve clients’ complex financial situations," says Mark Fenlon, private client group president Midwest central states region. "As a leader, he is passionate about motivating and coaching his teams to reach their fullest potential, and he will be a great resource to both our clients and the Indiana M&I team."

Cassinelli is very active in Indianapolis, serving as an advisory board member for the Franklin Township Education Foundation and volunteer in youth sports.

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by