Joe Knecht of Harris N.A. Appointed
Chairman of the CFA Society of Chicago
CHICAGO; August 4, 2008 – Harris N.A. announced that Joe Knecht, Director, Harris myCFO™ Investment Advisory Services, has been appointed Chairman of the Board for the Chartered Financial Analyst (CFA) Society of Chicago for 2008-2009.
Knecht specializes in developing specifically tailored asset management programs for large and complex investment and trust relationships for Harris myCFO™ clients. He has been with Harris N.A. for 15 years and has expertise in investment consulting.
Knecht earned his Chartered Financial Analyst (CFA) designation in September 2001. He has been active in the CFA Society of Chicago since joining in 2000, serving on the Education Advisory Group and as chair of the Finance Advisory Group. He was elected Vice President / Secretary – Treasurer of the Society in June 2006.
Knecht was awarded an MBA with highest honors by the University of Chicago, Graduate School of Business, where he concentrated in Finance and Marketing. He received his Bachelor of Arts from Harvard University, with a concentration in Physics.
About Harris
Harris myCFO offers high-net-worth clients comprehensive family office guidance and services, including integrated and customized investment advisory, income tax planning and compliance, wealth management, philanthropy, financial planning, concierge, financial reporting, expense management and bill paying. For more information, please visit www.harrismycfo.com.
Harris is an integrated financial service organization providing more than 1 million personal, business and corporate clients with banking, lending, investing and wealth management solutions. The organization is a member of the BMO Financial Group (NYSE, TSX: BMO), which also provides corporate and investment banking services in the U.S. under the BMO Capital Markets name. For more information, please visit www.bmocm.com or www.harrisbank.com.
Contact:
Colleen Kroll
(312) 461-7865
Harris® is a trade name used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates. Member FDIC. Brokerage products are offered through Harris Investor Services, Inc. (HIS), a registered broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc. (HBIS). Securities are provided by BMO Capital Markets Corp. (BMOCM), a registered broker dealer and member NYSE, FINRA and SIPC. HIS, HBIS and BMOCM are affiliated companies and are wholly owned subsidiaries of Harris Financial Corp. Products offered by HIS, HBIS and BMOCM are Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition to any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment adviser. Harris myCFO™ is the brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers. Not all products and services are offered in every state and/or location.
