Thomas K. Montag

Chief Operating Officer at Bank of America Corp.

Thomas K. Montag

Thomas K. Montag

Chief Operating Officer at Bank of America Corp.

Overview
Career Highlights

Bank of America Corp.
BofA Securities, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc.

RelSci Relationships

15815

Number of Boards

15

Birthday

1957

Age

63

Relationships
RelSci Relationships are individuals Thomas K. Montag likely has professional access to. A relationship does not necessarily indicate a personal connection.

Head, Brokerage Unit at Merrill Lynch, Pierce, Fenner & Smith, Inc.

Relationship likelihood: Strong

Chief Executive Officer at Bank of America Corp.

Relationship likelihood: Strong

Co-Head, Strategic & Private Capital Solutions Group at Merrill Lynch, Pierce, Fenner & Smith, Inc.

Relationship likelihood: Strong

Managing Director, Head of Gaming & Leisure Investment Banking at BofA Securities, Inc.

Relationship likelihood: Strong

Head of Global Research at BofA Securities, Inc.

Relationship likelihood: Strong

Managing Director & Wealth Management Advisor at Merrill Lynch Wealth Management

Relationship likelihood: Strong

Managing Director at Merrill Lynch, Pierce, Fenner & Smith, Inc.

Relationship likelihood: Strong

Managing Director at BofA Securities, Inc.

Relationship likelihood: Strong

Co-Founder at BlackRock, Inc.

Relationship likelihood: Strong

Member, Executive Leadership Team at UJA-Federation of New York

Relationship likelihood: Strong

Paths to Thomas K. Montag
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Thomas K. Montag
Chief Operating Officer at Bank of America Corp.
Family Members
Spouse
Former Corporate Finance Banker at JPMorgan Chase & Co.

JPMorgan Chase & Co. is an American multinational banking and financial services holding company. It is the largest bank in the United States by assets, and as of 2012, it ranks as the second largest bank in the world by assets with total assets of $2.509 trillion. It is a major provider of financial services, and according to Forbes magazine is the world's second largest public company based on a composite ranking. The hedge fund unit of JPMorgan Chase is one of the largest hedge funds in the United States. It was formed in 2000, when Chase Manhattan Corporation merged with J.P. Morgan & Co

Education
MBA
Class of 1982

The Kellogg School of Management (The Kellogg School or Kellogg) is the business school of Northwestern University in Evanston, Illinois, with additional campuses in downtown Chicago, Illinois and Miami, Florida. Kellogg offers full-time, part-time, and executive programs, and partners with schools in China, France/Singapore, India, Hong Kong, Israel, Germany, Canada, and Thailand.Founded in 1908 in downtown Chicago as a part-time evening program, the school was chartered to educate business leaders with "good moral character.

BA

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Career History
Director & Chief Executive Officer
2018 - Current

BofA Securities, Inc., a subsidiary of Bank of America Corp., is a company headquartered in New York, NY, that provides brokerage services. The firm was founded in 2015. Thomas Kell Montag is the CEO, in this role since 2018.

Chief Operating Officer
Current

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

Partner
Prior

Goldman Sachs Group, Inc. engages in global investment banking, securities, and investment management, which provides financial services. It operates through the following business segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The Investment Banking segment serves public and private sector clients around the world and provides financial advisory services, help companies raise capital to strengthen and grow their businesses and provide financing to corporate clients. The Global Markets segment serves its clients who buy and sell financial products, funding and manage risk. The Asset Management segment provides investment services to help clients preserve and grow their financial assets. The Consumer & Wealth Management segment helps clients to achieve their individual financial goals by providing a wealth advisory and banking services. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Boards & Committees
Member, Management Committee
Prior

Goldman Sachs Group, Inc. engages in global investment banking, securities, and investment management, which provides financial services. It operates through the following business segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The Investment Banking segment serves public and private sector clients around the world and provides financial advisory services, help companies raise capital to strengthen and grow their businesses and provide financing to corporate clients. The Global Markets segment serves its clients who buy and sell financial products, funding and manage risk. The Asset Management segment provides investment services to help clients preserve and grow their financial assets. The Consumer & Wealth Management segment helps clients to achieve their individual financial goals by providing a wealth advisory and banking services. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Member of the Athletic Board
Prior

Stanford University, located between San Francisco and San Jose in the heart of California's Silicon Valley, is one of the world's leading teaching and research universities. Since its opening in 1891, Stanford has been dedicated to finding solutions to big challenges and to preparing students for leadership in a complex world.

Member, Board of Trustees
Prior

The society is an international nonprofit nonpartisan organization which connects people and institutions in asia and the world.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$25K +
2018

The Asia Foundation provides social services. It is committed to the development of a peaceful and open Asia-Pacific region. It supports Asian initiatives to improve governance, law, and civil society; women empowerment; economic reform and development; sustainable development and the environment; and international relations. The company was founded in 1954 and is headquartered in San Francisco, CA.

$25K +
2017

The Asia Foundation provides social services. It is committed to the development of a peaceful and open Asia-Pacific region. It supports Asian initiatives to improve governance, law, and civil society; women empowerment; economic reform and development; sustainable development and the environment; and international relations. The company was founded in 1954 and is headquartered in San Francisco, CA.

$50K +
2017

Riverdale Country School is a co-educational, independent, college-preparatory day school in New York City. It is located on two campuses covering more than 27 acres (110,000 m2) in the Riverdale section of the Bronx, New York. Founded in 1907 by Frank Hackett (Riverdale's Hackett Hall is named after him), Riverdale is one of the oldest country day schools in the United States. The present-day institution traces its origins to The Riverdale School for Boys, which was established in 1907 by Hackett. In 1920, the Neighborhood Elementary School was founded, followed in 1933, by the Riverdale Girls School. In 1972, the three schools combined to form a single school.

Political Donations
$5,000
2012

Representative from the 52nd District at Illinois House of Representatives

$5,000
2011

Representative from the 52nd District at Illinois House of Representatives

Public Holdings
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