Susanna Poon has been named the director of philanthropy services for CTC|myCFO, which is part of the BMO Financial Group.
Poon has nine years of estate planning experience, most recently as an attorney with the law firm Hanson Bridgett LLP in San Francisco where she specialized in estate and philanthropic planning.
In her new position at CTC|myCFO, she is responsible for delivering philanthropic and social impact solutions to individuals and families of substantial wealth, focusing on estate and philanthropic planning. She also will oversee the administration of the BMO Charitable Fund through the National Philanthropic Trust.