Harris myCFO® Appoints Lorraine Monick as Managing Director,
Executive Investment Advisory Services
CHICAGO, November 22, 2010 – Harris myCFO® today announced that Lorraine Monick has been appointed as a Managing Director, Harris myCFO® Investment Advisory Services, LLC. Monick will lead the team of investment advisory professionals in the Menlo Park, California office where she will be responsible for driving investment strategies and superior client service for affluent individuals and families.
Harris myCFO® Investment Advisory Services, LLC was created to help simplify the complex investment planning process for affluent clients by integrating all aspects of their financial life and providing customized solutions to meet their sophisticated needs.
“Lorraine brings a depth of knowledge and experience that includes both institutional and high net worth investment advisory,” said Craig Rawlins, President, Harris myCFO® Investment Advisory Services, LLC. “This unique skill set, coupled with her outstanding client service and leadership skills, will help us create investment strategies that meet the unique and often complex financial requirements of our clients.”
Monick has more than 20 years of portfolio management and leadership experience in the investment advisory industry. Most recently she served as Managing Director, Seattle for Mt. Eden Investment Advisors, a San Francisco based independent advisory firm where she was responsible for leading and growing their Pacific Northwest office. Seattle Magazine recognized her as a “Five Star Wealth Manager” for her work at the firm. She has also served as First Vice President, Senior Director—Portfolio Management at BNY Mellon Wealth Management where she led the Pacific Northwest portfolio management team.
Monick earned her Bachelor of Arts in Economics and Masters of Public Administration from the University of Victoria, in British Columbia, Canada. She is a Chartered Financial Analyst
® charterholder.
About Harris myCFO®
Harris myCFO® has a dedicated focus on ultra high-net-worth individuals and families. It offers its clients an integrated family office solution utilizing services that include investment advisory, income tax planning and compliance, estate planning services, philanthropic advisory, insurance evaluation, financial reporting and expense management. Harris myCFO® is a member of the Harris Family of wealth management solutions.
Contact:
Wanda Whitson
(312) 461-7815
Wanda.whitson@harrisbank.com
Harris® and Harris Private Bank are trade names used by various subsidiary financial service providers of Harris Financial Corp. Banking services offered through Harris Private Bank are provided by Harris N.A. The Harris Bank N.A. and their bank affiliates. Member FDIC. 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 Harris N.A. that are national banks with trust powers. Not all products and services are offered in every state and/or location. Investment products are: NOT FDIC INSURED _ MAY LOSE VALUE_CARRY NO BANK GUARANTEE.
