Title: Managing Director
Company: BMO Family Office
Location: Carmel, Indiana, United States
James W. Futrell, Managing Director at BMO Family Office, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in Finance and Investments.
Mr. Futrell, an established financial executive, has been affiliated with BMO Family Office, a boutique wealth advisory group based in Chicago, since 2011. This leading role encompasses managing a book of business, working closely with ultra-high-net-worth families and family offices, while gradually transitioning his responsibilities to other team members. Mr. Futrell also oversees client portfolios, engages with various partners, addresses any problems that may arise, and, among other responsibilities, communicates with the internal audit group regarding documentation.
Beginning his career with BMO as a financial analyst, Mr. Futrell subsequently became an assistant vice president and associate portfolio manager overseeing approximately $1.1 billion in assets from 2012 to 2014, an investment associate between 2014 and 2017, a senior director of portfolio management from 2020 to 2024, and a managing director for a brief time in 2024. While pursuing his master’s degree, he served as a spring associate intern with Marleton Capital LLC in 2017.
In preparation for his future, Mr. Futrell received a Bachelor of Arts in business and economics from Wheaton College in 2010 and a Master of Business Administration from the University of Chicago in 2018. During his undergraduate work, he also interned as a research analyst with Guggenheim Funds Distributors in 2009. Highly qualified in his field, Mr. Futrell holds the designation of chartered financial analyst from the CFA Institute and chartered alternative investment analyst. In light of his success, he received a Young Professionals Award from The Family Wealth Alliance in 2022. Looking toward future accomplishments, Mr. Futrell intends to continue progressing in his career while mentoring others, using his experiences for their benefit. He also aims to lead the investment group for all BMO Wealth Management as the national head of investments.
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