Meeta Yadava is a Managing Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. Meeta joined BMO in 2009 and has 25 years of experience helping clients navigate the complex issues of significant wealth. She leads teams across multiple states and is responsible for developing and executing strategies for growing the business and delivering exceptional client experiencesacross the enterprise She also leads strategic initiatives and the “Women and Wealth” program for BMO Family Office for the country.
Ms. Yadava earned a Bachelor of Commerce with honors in Business, Finance and Accounting from Hindu College, Delhi University in India. She also earned an MBE in Finance and Marketing from Delhi University in India. She is a CERTIFIED FINANCIAL PLANNERâ„¢ professional and is currently pursuing the Certified Divorce Financial Analystâ„¢ designation. Meeta has Series 7, 63 and 65 designations. She serves on the investment committee of Barrington Area Community Foundation, is on the WINGS suburban leadership council and Chairman of the Laxmi Tara Public School in India, educating 1,400 under privileged students in rural India. Meeta was named a BMO Private Bank Platinum Award Recipient in 2013, 2014 and 2015. She was selected to Diversity MBA's eleventh annual list of Top 100 under 50 Diverse Emerging Leaders for 2017. In 2021, she was awarded the BMO Alliance for Women (BA4W) “Raising the BAR” award under the Community pillar for her work in mentoring emerging women leaders and the NextGen. Meeta makes her home in Glenview, Illinois. She enjoys traveling and outdoor sports.