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Harris myCFO
Industry
finance
Founder
James H. Clark
Headquarters
Mumbai
,
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.
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redefine a music genre and transform our culture". Vice President Kamala Harris also praised the album on social media, writing: "Thank you for reminding...
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12c gears up for the private cloud". InfoWorld. Retrieved March 12, 2014. Harris, Paul Eastwood (2010). Project Planning and Scheduling Using Primavera P6:...
Thicket". Variety. Penske Media Corporation. Retrieved March 22, 2018. Harris, Christopher (June 1, 2022). "How to watch UEFA Nations League on US TV...
Archived from the original on October 4, 2019. Retrieved October 5, 2019. Harris, Kathleen; Kapelos, Vassy (August 16, 2019). "Wilson-Raybould now says she...
Archived from the original on August 21, 2023. Retrieved August 21, 2023. Harris, Gareth (August 18, 2023). "Media reports identify objects allegedly stolen...
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