BMO Private Bank announces the hiring of Jason Lattin as Regional Director of Investments, Western U.S.
Lattin brings 18 years of industry experience and will oversee the development and delivery of investment management and advisory services to high net worth individuals, families and organizations, including endowments and foundations, throughout the Western U.S.
In addition to his financial services experience, he worked as a software consultant training bank treasury departments in the U.S. and Latin America on how to use an interest rate risk management program.
Lattin earned a BS in Finance from Arizona State University and a MIM in Finance from Thunderbird School of Global Management and he holds the Chartered Financial Analyst® designation.
