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Harris myCFO. 2200 Geng Road, Suite 100 Palo Alto, CA 94303. Harris myCFO® is a brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment advisor and certain divisions of BMO Harris Bank N.A. and its affiliates that are national banks with trust powers.
Headquarters Regions Greater Chicago Area, Great Lakes, Midwestern US. Founded Date 1999. Operating Status Active. Last Funding Type Series B. Company Type For Profit. Contact Email support@ctcmycfo.com. Phone Number 312-461-2015. Managing wealth effectively requires time, expertise, administration and seamless coordination to align advisors ...
Feb 22, 2012 · Harris myCFO® is a brand delivering services through Harris myCFO Inc., a multi family office; Harris myCFO Investment Advisory Services, LLC, an investment advisor registered with the Securities ...
Harris Mycfo, LLC is a large advisory firm based in Palo Alto. It manages $8.48 billion of regulatory assets for 1,991 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.
Apr 8, 2013 · April 08, 2013, 9:41 a.m. EDT 4 Min Read. John Benevides, the new president of Harris myCFO -- one of the country s largest multi-family offices -- has been put in charge of all BMO Harris UHNW ...
Harris myCFO Senior Vice President Bank of America 2002 - 2005 3 years. Education The University of Chicago Booth School of Business MBA Finance. 1986 - 1990. Valparaiso University ...
Harris myCFO® is a brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment advisor and certain divisions of BMO Harris Bank N.A. and its affiliates that are national banks with trust powers.
