Yale Kofman

Yale Kofman has over 30 years of experience with positions of leadership in the financial services industry.Currently, Yale is a Director & Team Lead for the Bank of Montreal (BMO) Family Office on the West Coast and he has held prior senior roles in wealth management and as an institutional portfolio manager at several national firms..  He has a JD from the University of San Francisco School of Law and a BA in International Affairs from Lewis & Clark College.  His interest in Clausen House stems from seeing how his own extended family members have led fulfilling lives through the training and support of similar organizations.  Having spent his early years in the East Bay, becoming a board member of Clausen House provided Yale with the opportunity to align multiple passions: helping adults with unique challenges in his local community.