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Why an 80/20 portfolio strategy could be the new 60/40Carol Schleif is the Deputy Chief Investment Officer with BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals. Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals. Chief investment officer at BMO Family Office � Studied MBA - Master in Business Administration at Hamline University � See more about Carol.