Harris myCFO® Appoints Francine Lee as Director
NEW YORK CITY — September 06, 2011 — Harris myCFO®, a part of BMO Financial Group,
today announced that Francine Lee has joined the organization in the role of Director. She will
be located at BMO Harris Bank N.A. at 3 Times Square in New York and will be responsible for
developing client relationships in this key Northeast market for both Harris Private Bank and
Harris myCFO®.
Ms. Lee has more than 25 years experience in wealth management and tax law at industry
leading organizations, serving most recently as a Senior Vice President, Head of Family Wealth
Advisory Services-Americas for a global financial institution where she was responsible for the
family office advisory, business succession planning; family governance; next generation
training; philanthropy; and tax planning.
“Francine”s extensive experience in family office advisory, coupled with her deep knowledge of
tax law, brings a unique set of skills that will be of great value to serving the sophisticated and
complex financial needs of our affluent clients," said Tom Meilinger, Managing Director, Harris
myCFO®. “Francine has a reputation for providing an exceptional client experience and for
solving clients’ complex financial challenges.“
Lee earned her Master of Laws (Taxation) from the New York University School of Law, her
Juris Doctor from Western New England School of Law, and her Bachelor of Arts degree in
Political Science from the University of Hartford.
About Harris myCFO®
Harris myCFO offers its clients an integrated multi-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.
About Harris N.A.
Harris is an integrated financial service organization providing nearly 1.3 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.
Contact:
Wanda Whitson
(312) 461-7815
Wanda.whitson@harrisbank.com
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.
About Equity Office:
Equity Office is one of the largest owners of commercial office space in the country and controls over 60 million square feet of Class A office space in Northern California, New York, Boston, Los Angeles, San Diego, Denver, Seattle, Columbus, Miami, Atlanta, Austin, Dallas, Boca Raton, Pittsburgh, Philadelphia, New Orleans, Minneapolis and Detroit. Northern California and Seattle forms the company's largest region with more than 19 million square feet of commercial office assets and numerous development and retail sites. In Northern California, Equity Office owns and manages 18.5 million square feet of Class A office space spread throughout Silicon Valley, the Peninsula, East Bay and North Bay. The company also operates San Francisco’s iconic Ferry Building, which includes 175,000 square feet of Class A office above 65,000 square feet of artisanal retail space. The Equity Office team features highly experienced real estate asset managers, investors, developers and property specialists focused on accelerating the market value, operational efficiencies and sustainability of its investment portfolio and enhancing the tenant experience.
