From 2020 to 2024, he served as the Senior Director of portfolio management, where he was instrumental in managing over $1.7 billion of assets for ultra-high-net-worth families.
CARMEL, IN, January 09, 2025 /24-7PressRelease/ -- James W. Futrell has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Futrell is an experienced wealth management professional who has been the head of investment at BMO Family Office since 2024. As such, he manages his book of business in the Chicago office, oversees client portfolios, and collaborates daily with his team to ensure performance and execution. Mr. Futrell's expertise in leadership and investments has been honed through a series of progressively responsible roles within the organization. Before his present position, Mr. Futrell was the managing director at BMO Family Office in 2024. From 2020 to 2024, he served as the Senior Director of portfolio management, where he was instrumental in managing over $1.7 billion of assets for ultra-high-net-worth families.
Mr. Futrell's career at BMO Harris Bank began in 2011 as a financial analyst, where he quickly realized his passion for investments. This led him to transition to BMO Private Bank as an assistant vice president and associate portfolio manager from 2012 to 2014. During this time, he supported senior professionals with client portfolios and developed a keen understanding of wealth management. Mr. Futrell's journey continued at CTC/myCFO as an investment associate between 2014 and 2017, where he further refined his skills in portfolio management, investment advisory services and asset allocation strategies.
In preparation for his career, 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. He has also garnered several prestigious designations that have contributed to his success. He is a chartered financial analyst, certified by the CFA Institute, and a charter holder from the Chartered Alternative Investment Analyst Association.
Beyond his professional achievements, Mr. Futrell has been actively involved in civic organizations. Most notably, he chaired the junior board for By The Hand Club For Kids from 2012 to 2017, demonstrating his dedication to community service.
In 2022, Mr. Futrell received the Young Professionals Award from The Family Wealth Alliance for his contributions to the industry. Eager for future opportunities for success, he aims to leave a legacy centered on building relationships and guiding others using his experiences. He aspires to lead the investment group for all BMO Wealth Management as the national head of investments. Mr. Futrell's focus remains on continuously improving the organization and ensuring it becomes the standard of service in this sector.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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