Chad Cassinelli
Managing Director
Address
Indianapolis - N. Pennsylvania Street
135 N. Pennsylvania Street
Indianapolis, IN 46204
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
About me
Charles (Chad) Cassinelli is Managing Director of the Central States with BMO Private Bank
Chad oversees the strategic development and delivery of BMO Private Bank's personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Indianapolis, Kansas City and St. Louis.
He joined the organization in 2008 and has over 20 years of experience in the financial services industry. Chad earned a BS and a MBA from the University of Indianapolis.
Chad serves on the board of directors for the Indianapolis Urban League.
Chad oversees the strategic development and delivery of BMO Private Bank's personal wealth management platform to high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations throughout Indianapolis, Kansas City and St. Louis.
He joined the organization in 2008 and has over 20 years of experience in the financial services industry. Chad earned a BS and a MBA from the University of Indianapolis.
Chad serves on the board of directors for the Indianapolis Urban League.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services
Meet your advisors
Ryan Goode
Private Wealth Advisor
Call: 317-269-1634
Bernard Reed
Private Wealth Advisor
Call: 317-269-1356
Blake Collins
Private Wealth Advisor
Call: 317-269-1271
Have questions about working with a BMO Wealth Advisor?
