April 24, 2014 6:35 AM ET

Capital Markets

Company Overview of Harris myCFO, Inc.

Company Overview

Harris myCFO, Inc., a wealth management company, provides investment advisory, family office, and legal counsel and other advisors coordination services to high-net-worth families and individuals the United States. The company’s investment advisory services include investment analysis, asset allocation, manager selection, portfolio management, investment product due diligence, investment policy, portfolio strategy, investment performance monitoring, portfolio accounting, alternative investment tracking, and trading; and family office services include financial planning and coordination, wealth transfer planning, tax planning and compliance, risk management and insurance, philanthropic planni...

111 West Monroe Street

Chicago, IL 60603

United States

Founded in 1999

Phone:

312-461-5066

Fax:

312-765-8375

Key Executives for Harris myCFO, Inc.

President
Chief Executive Officer of Harris Private Bank and President of Harris Private Bank
President of Harris myCFO Investment Advisory Services LLC
President of Family Office Services
Executive Managing Director
Compensation as of Fiscal Year 2013.

Harris myCFO, Inc. Key Developments

Harris myCFO, Inc., BMO Private Bank, CTC Consulting, LLC and Cedar Street Advisors Appoints Michael Montgomery as Head of National Sales

Michael Montgomery has been named Head of National Sales for the U.S. ultra high net worth brands including BMO Private Bank, Harris myCFO, Inc., CTC Consulting, LLC and Cedar Street Advisors. Montgomery has over 20 years of experience and most recently served as managing director of Northern Trust's Wealth Advisory Services unit in Dallas, Texas. Prior to Northern, he was managing director of the Harris myCFO, Inc. Arizona office and served as a family office and investment advisor for clients in Arizona and Palo Alto.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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