New York City - July 28, 2026 – Brown Brothers Harriman (BBH) is pleased to announce that Dan Montoya has been named Head of Relationship Management for the Americas within BBH's Investor Services business. In this role, Dan will partner with asset managers, financial institutions, and insurers to help solve complex operational challenges and drive strong service outcomes.
“Given Dan’s client-first mindset, deep industry expertise, and proven ability to build strong teams and enduring partnerships, we are excited to have him lead Relationship Management for the Americas,” said Orla Foley, Head of Global Relationship Management for BBH Investor Services. “Across his two decades at BBH, Dan has earned the trust of clients and colleagues by helping solve complex operational challenges, strengthening service delivery, and bringing BBH’s premium service model to life.
Dan joined BBH in 2005 and brings more than two decades of experience in client service and relationship management. During his tenure, he has worked with some of BBH's most significant client relationships and developed extensive international expertise while based in Luxembourg before relocating to New York in 2024. Based in New York, he will oversee relationship management activities across the Americas while continuing to focus on client success and team development.
“I’m honored to take on this expanded role and to continue partnering with our clients across the Americas as they navigate an increasingly complex operating environment,” said Dan Montoya, Head of Relationship Management for the Americas within BBH Investor Services. “BBH’s strength has always been rooted in the depth of our relationships, the expertise of our teams, and our commitment to delivering thoughtful, high-quality service. I look forward to working with colleagues across the region to build on that foundation, deepen our client partnerships, and help our clients achieve their goals.”
About Brown Brothers Harriman (BBH)
Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. For over 200 years, we have partnered with clients to navigate complexity, innovate with purpose, and succeed in evolving financial markets. Our 6,000 employees serve clients and their investments in over 90 markets from 18 offices worldwide. As a private partnership, we are uniquely built to put clients first – and deliver success that lasts.
BBH Investor Services is a leading provider of asset servicing and operating model solutions to global asset managers and financial institutions. Asset servicing solutions include custody, global tax services, depositary and trustee, accounting, administration, and transfer agency. Operating model solutions solve platform, data, and connectivity challenges across open-architecture operating models. We support clients’ growth, operational efficiency and resiliency, and streamline reporting and oversight.
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