Smith is responsible for building and further defining the firm’s holistic approach to providing solutions to the U.S. retirement plan market. He also provides thought leadership about critical retirement issues in concert with the BMO Retirement Institute.
Smith reports to Phil Enochs, Managing Director and Head of Relationship Management for BMO Global Asset Management.
Before joining BMO Retirement Services, Smith was senior vice president and national DC practice leader of Aon Consulting. He has also served as managing director of retirement for Russell Investment Group, general manager of Retirement Services at ADP and DC consultant for Buck Consultants.
Smith earned his bachelor’s degree from the University of Kansas.