News Releases
Harris myCFO names managing director for Los Angeles office
LOS ANGELES, June 28, 2004 – Harris myCFO Inc., which provides comprehensive family office services to high-net-worth clients, today announced that Jim Rea is named Managing Director for the Los Angeles office, effective immediately.
Rea is responsible for overseeing the delivery of Harris myCFO's comprehensive family office services to clients in this market. He oversees a team of professionals who work together to deliver complete wealth management services such as investment planning and execution, tax planning and preparation, philanthropic giving and financial reporting, as well as lifestyle and personal concierge services.
"Jim has more than 25 years of experience working with high net worth families and individuals and providing solutions to their complex financial and lifestyle challenges," said John Wunsch, President, Harris myCFO. "We know that clients and their advisors in M Los Angeles area will benefit from his delivery of our comprehensive family office services."
Harris is an integrated financial service organization providing more than 1.5 million personal, business, corporate and institutional clients with banking, lending, investing and financial management solutions. The community banking network of Harris is one of the largest in Illinois, with nearly 160 full-service locations throughout Chicagoland and more than 450 Harris ATMs. Under the Harris trademark is Harrisdirect, a leading provider of direct investing and investment advisory services to informed investors with long-term financial goals as well as third-party brokerage services to institutional clients; Harris Private Bank, a trusted advisor offering customized banking and lending, financial planning, trust and estate administration, wealth transfer and family office services; and Harris Nesbitt, a premier mid-market corporate and investment bank delivering investment and corporate banking, treasury services, market risk management, institutional investing and research. Harris is a member of BMO Financial Group (NYSE, TSX: BMO). For more information, please visit www.harrisbank.com.
Harris is a trademark used by various financial service providers in the BMO Financial Group, a marketing name used by Bank of Montreal. Banking products and services are provided by Harris N.A. and The Harris Bank N.A. Members FDIC. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc (HBIS). Securities are provided by Harris Nesbitt Corp (HNC), a registered broker dealer, member NYSE, FINRA and SIPC and Harrisdirect LLC, a registered broker dealer, member FINRA and SIPC. HBIS, HNC and Harrisdirect are wholly owned subsidiaries of Harris Financial Corp. Products offered by HBIS, HNC and Harrisdirectare Not Insured by the FDIC or any Federal Government Agency, Not a Deposit of or Guaranteed by Any Bank or Bank Affiliate, May Lose Value. The purchase of insurance or an annuity is not a condition on any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment advisor. Family office services are provided by Harris myCFO, Inc. Investment advisory services are also offered by Harris myCFO Investment Advisory Services LLC, an SEC registered investment advisor and a wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.