Mr. Thomas K. Montag is a Co-Chief Operating Officer at Bank of America Corp., and a Chairman & Chief Executive Officer at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
He is on the Board of Directors at DaKine Hawaii, Inc., Mervin Manufacturing, Inc., The Partnership for New York City, NYU Langone Health and Riverdale Country School, Inc. (New York).
He is a member of the Bank of America’s executive management team. In this role, he is responsible for all of the businesses that serve companies and institutional investors, including middle-market commercial and large corporate clients, and institutional investor clients, including Bank of America Merrill Lynch Global Research and the global markets sales and trading businesses.
Previously, he was a President of Global Banking and Markets at Bank of America Merrill Lynch. Before that, Mr. Montag was with Goldman Sachs Group, Inc., where he was Co-Head of the global securities business and a member of the company’s Management Committee and Equities/FICC Executive Committee. During his 22 years with Goldman Sachs, he held a number of key executive roles. Mr. Montag was Co-President of the firm’s Japanese operations and co-head of Asian FICC and Equities before becoming co-head of the global securities business. Earlier in his career, he ran the firm’s global derivatives business. Mr. Montag was named a Partner at Goldman Sachs in 1994 and Managing Director in 1996.
He began his career with management positions at the First National Bank of Chicago.
He received his undergraduate degree from Stanford University and an MBA from Kellogg School of Management.