The Massachusetts Coalition of Taft-Hartley Trust Funds, Inc.

Committed to the Taft-Hartley and labor-related community

Being a Custodian of assets is what BMO has done, since 1924. Each Taft-Hartley client is accommodated a customized service model that is designed to meet the unique needs associated with the industry including demographic, jurisdiction, employer contribution processing requirements, financial service needs, other servicing professionals involved, meeting schedules, accounts payable arrangements, reciprocity practices, and investment policy.

Our commitment to each client is to consider their service needs and preferences, as well as those of the other servicing professionals, forming a partnership with the team associated with the Fund, bringing solutions forward in a consultative way based on our long experience in the industry and Taft-Hartley community. BMO views each trustee, member, fund administrator and other servicing professional as our client, and as such, we are committed to delivering value-oriented services that benefit not only the Fund, but also the local community.

We understand the responsibility trustees place on us, and we are honored to deliver all the core custody services the Fund expects from a leading financial and trust organization, including, but not limited to:

BMO Taft-Hartley Services

Keith Giemzik

Vice President, Director Business Development

111 West Monroe Street; 11th Floor

Chicago, IL 60603

Phone: (708) 250-4526

Fax: (414) 287-8791


Nicholas Feinberg

Account Manager

790 North Water Street; Floor 11

Milwaukee, WI 53202

Phone: (414) 379-0496

Fax: (414) 287-8791