Harris myCFO
Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Harris myCFO provides a variety of services including investment advisory and family office services. Harris myCFO managed over $18 billion in assets in 2011 and Forbes ranked the company seventh on a list of top fee-only investment advisors.
| Industry | finance |
|---|---|
| Founder | James H. Clark |
| Headquarters | , |
Key people | Joe Calabrese (president) |
| Services | investment advisory tax planning financial reporting expense management estate planning trust services risk management & insurance advisory philanthropic planning family education capital advisory and custom banking |
| Website | www.harrismycfo.com |
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