Daniel Montoya

Dan Montoya is a Managing Director and Head of Relationship Management for the Americas within BBH’s Investor Services business, which provides asset servicing and operating model solutions to the world's leading asset managers and financial institutions. In this role, Dan and his team partner with clients to solve complex operational challenges, introduce innovative solutions, and drive efficiency and strong service outcomes. Based in New York, Dan connects asset managers, banks, and insurers with expertise and solutions they need to achieve their strategic objectives. As a leader at BBH, he is committed to developing high-performing teams that distinguish themselves for their premium service and deliver results that exceed client expectations.

Dan joined BBH in 2005 in Boston and has built more than two decades of experience in client service and relationship management. He relocated to Luxembourg in 2008, where he expanded his cross-border product and client expertise while working with some of BBH’s most significant relationships, before moving to New York in 2024. Dan holds a bachelor’s degree in economics and international relations and a master’s degree in economics from Boston University.