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Michael Montgomery

Advisor; President & CEO, Ford Estates, LLC and Brush Street Investments, LLC

Michael Montgomery serves as Chief Executive Officer and lead family advisor for Ford Estates, LLC and Brush Street Investments, LLC, the Ford Estates private investment arm. Collectively, Ford Estates and Brush Street deliver comprehensive family office and investment advisory services to a sizable and growing multigenerational family that now spans six generations. Michael’s responsibilities include setting the strategic vision for the family office, developing innovative solutions to preserve and grow the family’s wealth and ensuring the family receives a seamless delivery of integrated services.

Michael has more than 28 years of diverse wealth management experience that spans investment strategy, tax planning, corporate transactions and business strategy. Prior to joining Ford Estates, Michael held several leadership roles within the wealth management division of the Bank of Montreal, or “BMO.” Most recently, he served as the President of BMO Wealth Management’s Ultra-High Worth Division, which operates as an advisory boutique in the U.S. for ultra-affluent individuals, families and their family offices. Prior to that role, he served as the President of the Ultra-High Net Worth Division’s Western Region, the National Head of Sales Strategy & Practice Management for BMO’s U.S. Private Banking Division and a Managing Director of BMO’s Family Office Practice.

Michael is also an alumnus of Tolleson Wealth Management, a leading wealth management firm and multifamily office based in Dallas, Texas. During his tenure at Tolleson, Michael served as a Managing Director for the Client Advisory Team and its Private Wealth Management Operations.

Michael earned a Master of Business Administration with a concentration in finance from Southern Methodist University’s Cox School of Business, graduating with honors. He received his undergraduate degree in accounting from Texas A&M University, graduating with high distinction. He is a Certified Public Accountant (CPA), a CFP® professional and a Personal Financial Specialist (PFS).

Michael lives in Birmingham, Michigan is an avid runner and an accomplished percussionist.

Education

  • M.B.A., Southern Methodist University
  • B.S., Texas A&M University