Jane E. Barnett, CFP®, CTFA View Bio (pdf)
Director,
BMO Harris Bank N.A.
Estate and Trust Services
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-5691
jane.barnett@harrismycfo.com
 
 
John Benevides  View Bio (pdf)
President,
Family Office Services
111 West Monroe Street, Suite 10C
Chicago, IL 60603
Tel: 312-461-2015
john.benevides@harrismycfo.com

 
Thought Leadership:
 
 
Family Business Wiki.org —
The Family Office Blog 

Russ D. Bolitho, CPA View Bio (pdf)
Vice President,
BMO Harris Bank, N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-2314
russ.bolitho@harrismycfo.com

Travis L. Borton, MST, CFP®  View Bio (pdf)
Client Service Manager,
BMO Harris Bank N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-4629
travis.borton@harrismycfo.com

Joe Calabrese View Bio (pdf)
President
Harris myCFO, Inc.
111 West Monroe Street, Suite 10C
Chicago, IL 60603
Tel: 312-461-6994
joe.calabrese@harrismycfo.com

Thought Leadership:
 
Preparing Adult Children 
for Inheritance (pdf)

Robert T. Conrardy, CFA View Bio (pdf)
Director, Harris myCFO
Investment Advisory
Services, LLC
111 West Monroe, Suite 10E
Chicago, IL 60603
Tel: 312-461-2796
robert.conrardy@harrismycfo.com 

Deborah J. DiLeonardi, CAIA, CFP®, CPA View Bio (pdf)
Director,
Senior Investment Advisor,
Harris myCFO Investment
Advisory Services, LLC
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-6181 
deborah.dileonardi@harrismycfo.com

Kristine M. Givens, CPA View Bio (pdf)
Managing Director,
Harris myCFO, Inc.
Family Office Services
111 West Monroe Street, Suite 10E
Chicago, Illinois 60603
Tel: 312-461-5066
kristine.givens@harrismycfo.com 

Thought Leadership:
 
“How do I create a succession 
plan for my business when I 
have no children?” (pdf)




"Is a single family office 
right for your family?" (pdf)

Timothy Gleason View Bio (pdf)
Director,
Senior Investment Advisor,
BMO Harris Bank N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-6742
timothy.gleason@harrismycfo.com

James M. Hering, CFA  View Bio (pdf)
Chief Operating Officer,
Harris myCFO Investment
Advisory Services, LLC
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-2656
james.hering@harrismycfo.com
 
Matthew C. Hynes, CFA, CMT View Bio (pdf)
Senior Portfolio Manager,
BMO Harris Bank, N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-6590
matthew.hynes@harrismycfo.com

Joseph R. Knecht, CFA, CFP®  View Bio (pdf)
Senior Portfolio Manager,
BMO Harris Bank N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-5615
joseph.knecht@harrismycfo.com

 
 Jim Knoll
Tax Administrator
BMO Harris Bank N.A.
Tel: 312-461-4176
Fax: 312-765-1632
james.knoll@harrismycfo.com

Mike Levin   View Bio (pdf)
Director
BMO Harris Bank N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-3543
michael.levin@harrismycfo.com
	
Christopher M. Lucchetti    View Bio (pdf)
Senior Investment Advisor,
BMO Harris Bank, N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-2603
christopher.lucchetti@harrismycfo.com

Thomas E. Meilinger  View Bio (pdf)
Managing Director,
BMO Harris Bank N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603 
Tel: 312-461-2545
thomas.meilinger@harrismycfo.com
 
Jay Morley 
Director, Senior Portfolio Manager
BMO Harris Bank N.A.
Tel: 312-461-7714
Fax: 312-461-6777
jay.morley@harrismycfo.com
 
James M. Minich   View Bio (pdf)
Managing Director,
BMO Harris Bank, N.A.
Banking
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-3479
james.minich@harrismycfo.com

Joanna Novak, CPA  View Bio (pdf)
Private Banker,
BMO Harris Bank, N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-3152
joanna.novak@harrismycfo.com

Charles O'Connell 
Director, Senior Investment Advisor
BMO Harris Bank N.A.
Tel: 312-461-5316
Fax: 312-461-6777
charles.o'connell@harrismycfo.com

Michael W. Papciak, CFA, CPA  View Bio (pdf)
Senior Investment Advisor,
BMO Harris Bank N.A.
Tel: 312-461-1386
michael.papciak@harrismycfo.com

Thaddeus S. “Ted” Plis  View Bio (pdf)
Director,
BMO Harris Bank, N.A.
Estate and Trust Services
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-7551
ted.plis@harrismycfo.com

Claudia B. Sangster View Bio (pdf)
Director, Philanthropy,
Estate and Trust Services
and the Harris Charitable
Fund Program
1901 Avenue of the Stars,
Second Floor
Los Angeles, CA 90067
Tel: 310-407-1141
claudia.sangster@harrismycfo.com

Thought Leadership:

Tax Alert: Budget Control
Act of 2011 (pdf)

Giving Wisely When Resources
are Scarce (pdf)

Francine R.S. Lee  View Bio (pdf)
Director
BMO Harris Bank, N.A.
3 Times Square
New York, NY 10036
Tel: 212-702-1988
francine.lee@harrismycfo.com

Douglas L. Anderson, CFA View Bio (pdf)
Director, Harris myCFO
Investment Advisory
Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 415-354-5040
doug.anderson@harrismycfo.com
                                                  
Harvey L. Armstrong View Bio (pdf)
Executive Managing
Director
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5000
harvey.armstrong@harrismycfo.com

Mark A. Bolyard View Bio (pdf)
Principal,
Family Office Services
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5409
mark.bolyard@harrismycfo.com

James R. Cody View Bio (pdf)
Director,
Estate and Trust Services
Harris myCFO, Inc.           
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5104
jim.cody@harrismycfo.com

Thought Leadership:

    
Tax Alert: Budget Control 
Act of 2011 (pdf) 
 

Rudolph A. Galera View Bio (pdf)
Chief Administrative Officer,
Harris myCFO Investment
Advisory Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5030
rudy.galera@harrismycfo.com
 
Ronald F. Gong 
Managing Director
Harris myCFO
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5182
Fax: 650-210-5252
ronald.gong@harrismycfo.com

Thought Leadership:
 
“How can I effectively coordinate advice
from multiple advisors to ensure their 
strategies are aligned with 
my family’s goals?” (pdf)




The Multi-family Office:
Unlocking Your Family’s Potential (pdf)

Teresa Holland, CFP®  View Bio (pdf)
Director
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5114
teresa.holland@harrismycfo.com

Dave Kenyon 
Managing Director
Harris myCFO
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5102
Fax: 650-210-5051
david.kenyon@harrismycfo.com
 
Brian Kuehnis View Bio (pdf)
Principal,
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5378
brian.kuehnis@harrismycfo.com

Selina Lam, CFA View Bio (pdf)
Senior Research Analyst
Harris myCFO Investment 
Advisory Services LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 415-354-5045 
selina.lam@harrismycfo.com
 
Paula Y. Lo, CPA View Bio (pdf)
Principal
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5183
paula.lo@harrismycfo.com

Lorraine Monick, CFA View Bio (pdf)
Managing Director,
Harris myCFO Investment
Advisory Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5415
lorraine.monick@harrismycfo.com
 
Lauren M. Moone  View Bio (pdf)
Client Service Manager,
Harris myCFO Investment
Advisory Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5019
lauren.moone@harrismycfo.com

Tina Rosado
Director
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5118
Fax: 650-210-5010
tina.rosado@harrismycfo.com

Todd R. Tweedy, CFP® View Bio (pdf)
Senior Investment Advisor,
Harris myCFO Investment
Advisory Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5419
todd.tweedy@harrismycfo.com

Douglas L. Anderson, CFA View Bio (pdf)
Director, Harris myCFO
Investment Advisory
Services, LLC
Tel: 415-354-5040
doug.anderson@harrismycfo.com
                                                  
Harvey L. Armstrong View Bio (pdf)
Executive Managing Director                         
Harris myCFO, Inc.
Tel: 650-210-5000
harvey.armstrong@harrismycfo.com

Mark A. Bolyard View Bio (pdf)
Principal,
Family Office Services
Tel: 650-210-5409

mark.bolyard@harrismycfo.com

James R. Cody View Bio (pdf)
Director, Estate and Trust Services                 
Harris myCFO, Inc.
Tel: 650-210-5104
Fax: 650-210-5252
jim.cody@harrismycfo.com

Rudolph A. Galera View Bio (pdf)
Chief Administrative Officer,
Harris myCFO Investment
Advisory Services, LLC
Tel: 650-210-5030
rudy.galera@harrismycfo.com
 
Ronald F. Gong 
Managing Director
Harris myCFO, Inc.
Tel: 650-210-5182
Fax: 650-210-5252
ronald.gong@harrismycfo.com

Thought Leadership:
 
“How can I effectively coordinate advice
from multiple advisors to ensure their 
strategies are aligned with 
my family’s goals?” (pdf)



The Multi-family Office:
Unlocking Your Family’s Potential (pdf)

Teresa Holland
Director
Harris myCFO, Inc.
Tel: 650-210-5114
Fax: 650-210-5252
teresa.holland@harrismycfo.com

Dave Kenyon 
Managing Director
Harris myCFO, Inc.
Tel: 650-210-5102
Fax: 650-210-5051
david.kenyon@harrismycfo.com
 
Brian Kuehnis View Bio (pdf)
Principal,
Harris myCFO, Inc.
Tel: 650-210-5378
brian.kuehnis@harrismycfo.com

Selina Lam, CFA View Bio (pdf)
Senior Research Analyst
Harris myCFO Investment
Advisory Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5496 
selina.lam@harrismycfo.com
 
Paula Y. Lo, CPA View Bio (pdf)
Principal
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5183
paula.lo@harrismycfo.com

Lorraine Monick, CFA View Bio (pdf)
Managing Director,
Harris myCFO Investment
Advisory Services, LLC
Tel: 650-210-5415
lorraine.monick@harrismycfo.com
 
Lauren M. Moone  View Bio (pdf)
Client Service Manager,
Harris myCFO Investment
Advisory Services, LLC
Tel: 650-210-5019
lauren.moone@harrismycfo.com

Tina Rosado
Director
Harris myCFO, Inc.
Tel: 650-210-5118
Fax: 650-210-5010
tina.rosado@harrismycfo.com

Todd R. Tweedy, CFP® View Bio (pdf)
Senior Investment Advisor,
Harris myCFO Investment
Advisory Services, LLC
Tel: 650-210-5419
Fax: 650-210-5099
todd.tweedy@harrismycfo.com

Kate L. Anderson, CPA View Bio (pdf)
Director,
Harris myCFO, Inc.
Family Office Services
1420 5th Avenue, Suite 2000
Seattle, Washington 98110
Tel: 206-442-6407 
kate1.anderson@harrismycfo.com

Mark W. Castelin View Bio (pdf)
Director & Senior Investment
Advisor, Harris myCFO
Investment Advisory
Services, LLC
1420 Fifth Avenue, Suite 2000
Seattle, WA 98101
Tel: 206-442-6419 
mark.castelin@harrismycfo.com

Thought Leadership:
 
How does a pooled vehicle
 deliver better risk-adjusted
 returns to investors? (pdf) 



The Use of Pooled Investments 
for UHNW investors Worth — 
Leading Wealth Advisors (pdf) 

Cherish Sutull  View Bio (pdf)
Investment Advisor,
Harris myCFO Investment
Advisory Services, LLC
1420 Fifth Avenue, Suite 2000
Seattle, WA 98101
Tel: 206-442-6418
cherish.sutull@harrismycfo.com