CHICAGO
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
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
Craig A. Rawlins, CFA, CPA, CFP®
View Bio (pdf)
President,
Harris myCFO Investment
Advisory Services, LLC
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-3764
craig.rawlins@harrismycfo.com
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LOS ANGELES
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
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NEW YORK
Francine R.S. Lee View Bio (pdf)
Director
BMO Harris Bank, N.A.
3 Times Square
New York, NY 10036
Tel: 212-702-1988
View Map
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PALO ALTO
Harvey L. Armstrong View Bio (pdf)
Executive Managing Director
Harris myCFO
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5000
Fax: 650-210-5010
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
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
Lorraine Monick, CFA View Bio (pdf)
Managing Director,
Harris myCFO Investment
Advisory Services, LLC
Tel: 650-210-5415
lorraine.monick@harrismycfo.com
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SEATTLE
Debra D. Doran, CPA View Bio (pdf)
Managing Director,
Harris myCFO, Inc.
Family Office Services
1420 Fifth Avenue, Suite 2000
Seattle, Washington 98101
Tel: 206-442-6410
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B
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
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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
H
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
P
S
Mark L. Sagen, AWMA View Bio (pdf)
Client Service Manager,
Harris myCFO Investment
Advisory Services, LLC
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-6797
mark.sagen@harrismycfo.com
David A. Sawyer View Bio (pdf)
Managing Director,
BMO Harris Bank, N.A.
Estate and Trust Services
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-2240
david.sawyer@harrismycfo.com
John T. Schriver, CFA, CAIA View Bio (pdf)
Portfolio Manager,
BMO Harris Bank N.A.
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-5371
john.schriver@harrismycfo.com
Elaine Simadis
Managing Director
BMO Harris Bank N.A.
Tel: 312-461-7682
Fax: 312-765-1632
elaine.simadis@harrismycfo.com
Adam D. Smith, CFA View Bio (pdf)
Client Service Manager,
Harris myCFO Investment
Advisory Services, LLC
111 West Monroe Street, Suite 10E
Chicago, IL 60603
Tel: 312-461-6193
adamd.smith@harrismycfo.com
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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
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Jesse J. Segreto, CFA, CFP® View Bio (pdf)
Client Service Manager,
Harris myCFO
Investment Advisory
Services, LLC
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5473
jesse.segreto@harrismycfo.com
Romilla Singh-Erb View Bio (pdf)
Principal,
Harris myCFO Investment
Advisory Services, LLC
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5418
romilla.erb@harrismycfo.com
Zan Sloan
Principal
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5101
Fax: 650-210-5012
zan.sloan@harrismycfo.com
Sharon Stengel
Principal
Harris myCFO, Inc.
2200 Geng Road, Suite 100
Palo Alto, CA 94303
Tel: 650-210-5112
Fax: 650-210-5130
sharon.stengel@harrismycfo.com
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