 | This article may require cleanup to meet Wikipedia's quality standards. The specific problem is: Reads like a summary of company press releases and a company resume with executive photos. (October 2014) |
| Industry | finance |
|---|---|
| Founder | James H. Clark |
| Headquarters | , India  |
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 |
Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families.[1] In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal.[2] 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.[3]
- ^ "About Us: Our Approach". Retrieved 2011-10-25.
- ^ Festa, Paul (3 October 2002). "Netscape founder sells start-up myCFO". CNET. Retrieved 2011-11-29.
- ^ Effinger, Anthony (8 August 2011). "HSBC Tops Family Office List as Money Firms Manage Rises 17". Bloomberg.com. Retrieved 2011-11-29.