SEATTLE, WA. May 10, 2010 — Harris myCFO™ today announced it has hired Mark W. Castelin, a senior investment professional with 25 years of experience in global markets, to join its Investment Advisory Services team as director and senior investment advisor.  Mark will deliver investment advice and implementation solutions to ultra high net worth clients.  He will be based in the firm’s Seattle office.

Castelin joins Harris myCFO™ from Russell Investments where he built a strong track record of accomplishments as a research analyst, portfolio manager, and client advisor.  He pioneered the company’s manager research in Japanese and emerging markets and also led the creation of a client service office in the southeast U.S.  Mark will reunite with a former Russell colleague, Craig Rawlins, who now heads the national investment advisory services team out of Chicago.

Castelin will work closely with the firm’s other professionals to provide Harris myCFO™’s integrated multi-family office service offering.  "Mark’s appointment continues to build on the strong team we have in place nationally to deliver on our goal of becoming the premiere provider of investment advisory and family office services in the nation" said Joe Calabrese, President of Harris myCFO™.

He serves on the Board of Trustees of the Tacoma Art Museum and is co–chair of its investment committee, the Corporate Advisory Board of the Tacoma Area Coalition of Individuals with Disabilities, and is a Board Member and Chair of the investment committee for Integrated Living Services. 

Castelin holds a bachelor’s degree in political science from the University of Idaho and a maste’’s degree in business administration from the University of Alaska. 

 

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 services.

Contact:   

Susana Leyva
312.461.7815
susana.leyva@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.