Alan Tannenbaum in

Alan Tannenbaum

Collaborator · DISC type is
Chief Executive Officer at BMO Capital Markets
📍 New York City Metropolitan Area, United States

Alan Tannenbaum is the CEO and Group Head of BMO Capital Markets, responsible for the firms engagement with corporate, government, and institutional clients. A Wall Street veteran with over 25 years of experience, including 13 years at Lehman Brothers, he graduated with high honors from the University of Michigan with a Bachelor of Arts.

He is a strong advocate for diversity, equity, and inclusion, and actively supports community initiatives. Alan has driven BMOs Equity Through Education program, which raises millions for student scholarships and bursaries. He lives in New York City with his wife and has four adult children.

A staunch supporter of workplace culture, he once began a weekly staff memo by reflecting on the banks values and stressing the importance of a respectful environment.

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Experience
33 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Alan shows up

Fair-minded
Good Listener
Example Driven

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly.

Priorities

Topics Alan cares about

Equity in Education
He champions BMO's annual Equity Through Education program, which has raised over C$35 million to support students through scholarships, bursaries, and career development opportunities.
Global Investment Banking
As a former Head of Global Investment & Corporate Banking, he has deep expertise in M&A advisory, corporate lending, and equity and debt underwriting for a worldwide client base.
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Career

Work history

11-2023
Chief Executive Officer
BMO Capital Markets
2-2021 - 11-2023
Head, Investment & Corporate Banking
BMO Capital Markets
3-2010 - 2-2021
Managing Director
BMO Capital Markets
9-2007 - 1-2009
CEO
Odyne Corporation
1998 - 2006
Managing Director
Lehman Brothers
In the press

Media appearances

BMO Announces Retirement of Dan Barclay, Names Alan Tannenbaum CEO of BMO Capital Markets. Featured in PR Newswire
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Alan Tannenbaum to succeed Dan Barclay as CEO of BMO Capital Markets. Featured in Investing.com
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Education
1986 - 1990
Bachelor of Arts (B.A.)
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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