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.

Harris myCFO is a brand used by Harris myCFO Inc. offering integrated wealth management with independent investment advisory services and the comprehensive capabilities of a multi-family office. These services include investment advisory, tax planning, financial reporting and expense management, estate planning and trust services, risk management and insurance advisory, philanthropic planning, family education, capital advisory, and custom banking.

The president of Harris myCFO is Joe Calabrese, who has led the company since 2002.

Harris myCFO Investment Advisory Services LLC, is an Securities and Exchange Commission-registered investment advisor and certain divisions of Harris N.A. are national banks with trust powers. Harris myCFO Investment Advisory Services, LLC works with affluent clients by integrating their investment planning and financial services.

Craig Rawlins is the president of Harris myCFO Investment Advisory Services LLC. Harris announced the hiring of Rawlins in December 2009; he previously worked as director of client services at Russell Investment Group and held positions at Ernst & Young and Gresham Partners.

Harris myCFO, Inc. provides family office services. Family office services include financial planning and coordination, wealth transfer planning, tax planning, risk management and insurance, philanthropic planning, expense management, bill payment, family education, estate and trust services, liquidity strategies, and comprehensive financial reporting.

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