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M&I names Chad Cassinelli managing director of wealth management

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Chad Cassinelli has been appointed senior vice president, managing director of M&I Wealth Management, a part of BMO Financial Group.



Cassinelli is responsible for the management and direction of the team in the areas of private banking, investment management, financial advisers, personal trust and estate settlement services.

"Chad’s 15 years of private banking and management experience enable him to guide the team in developing creative strategies to solve clients’ complex financial situations," says Mark Fenlon, private client group president Midwest central states region. "As a leader, he is passionate about motivating and coaching his teams to reach their fullest potential, and he will be a great resource to both our clients and the Indiana M&I team."

Cassinelli is active in Indianapolis, serving as an advisory board member for the Franklin Township Education Foundation and volunteer in youth sports.

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