Company Overview of Harris myCFO, Inc.
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
Founded in 1999
Key Executives for Harris myCFO, Inc.
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
Compensation as of Fiscal Year 2012.
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
Mar 25 13
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.
Harris myCFO, Inc. Appoints Leslie Grant as Vice President, Responsible for Capital Advisory Services and Custom Banking Solutions
Feb 22 12
Harris myCFO, Inc. announced that Leslie Grant has joined the organization in the role of Vice President. She will be located at BMO Harris Bank N.A. at 111 W. Monroe Street in Chicago and will be responsible for delivery of capital advisory services and custom banking solutions to clients. Ms. Grant has more than 20 years experience in structured finance, working with private companies, private equity firms and affluent families. She most recently served as a Vice President and Financial Advisor for one of the largest independent investment research firms in the United States.
Harris myCFO, Inc. Presents at ZINO Society's 6th Annual ZINO Zillionaire Investment Forum, Sep-13-2011 02:45 PM
Sep 8 11
Harris myCFO, Inc. Presents at ZINO Society's 6th Annual ZINO Zillionaire Investment Forum, Sep-13-2011 02:45 PM. Venue: The Museum of History & Industry, 2700 24th Ave East, Seattle, WA 98112-2099, United States. Speakers: Mark Castelin, Director, Sr. Investment Advisor.
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