BMO Harris Financial Advisors (BHFA) has named Lynne Shapiro Smith as its new COO.

Based in Chicago, Smith will be responsible for managing BHFA’s field operation and customer experience efforts. She will work alongside the leadership team to serve mass affluent clients.

In the new role, she will report to the firm’s president Wallace Harris.

Smith most recently served as the head of strategy for the wealth management business at Voya Financial.

She also held the role of executive vice president for the institutional plan services and chief compliance officer at Voya Financial.

Smith previously also had stints at Smith Barney, Citigroup, as well as Prudential Securities.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“Lynne understands how to drive industry-leading results while remaining focussed on operational excellence and providing a great client experience. We’re pleased to have her join the team and look forward to leveraging her insight and leadership as we continue to drive new milestones and ensure the future of our business,” Harris stated.