Carol Schleif is the Deputy Chief Investment Officer with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.
She is an experienced investment leader with 40 years in the industry. Carol has worked extensively with ultra-affluent families in the management and oversight of their investments and crafting / implementation of their financial legacies.
Carol has a deep understanding of the markets, investor behavior, portfolio management across asset classes, and long-term industry trends. She is a sought-after speaker and thought leader, with frequent contributions on Bloomberg TV, Radio, print as well as Reuters, WSJ and other national and regional media.
Carol is a passionate mentor, coach, leader and active sponsor with a special talent for advocating for women of and in wealth.
Prior to joining BMO Family Office, Carol served as Deputy Chief Investment Officer with Abbot Downing, Wells Fargo's UHNW unit where she managed portfolios and teams for nearly 30 years. In this role, she oversaw several key initiatives at the firm and drove product and content development. She led the Private Wealth Management Investment Strategy work stream. She also launched and led mentoring and training programs to enhance career development for asset management employees. She was previously a Partner and Investment Principal with Lowry Hill, a Wells Fargo business.
Carol serves on the joint board of trustees for the College of St. Benedict/St. John’s University where she chairs the investment committee. She also serves on the University of Minnesota Discovery Capital Advisory Board and the Hamline University Finance Curriculum Advisory Committee. Carol is on the board of the CFA Society of Minnesota where she co-chairs Challenging Perceptions and Chairs Career Development committees.
Carol earned her MBA from Hamline University in 2020. She earned undergraduate degrees in both business administration and equestrian science from William Woods College, where she graduated summa cum laude. She has also earned the Fundamentals of Sustainability Accounting (FSA) and Chartered Financial Analyst (CFA) designations.
