News Releases
Harris Names Robert Conrardy and Brian Gupton Directors, Harris myCFO
CHICAGO, July 14, 2008 — Harris is pleased to announce that Robert Conrardy and Brian Gupton have joined Harris myCFO™.
Conrardy has been named Director of Investment Advisory Services at Harris myCFO™, responsible for developing investment advice and managing integrated solutions that are customized to achieve each client’s financial, tax, estate planning and philanthropic needs.
Conrardy is a seasoned investment professional with over 20 years of experience. Prior to joining Harris, he served as a Senior Vice President and portfolio manager at Bank of America for over nine years. During that time he was the Market Investment Executive for their Chicago Private Bank. In addition, he spent more than twelve years in various management roles with an investment subsidiary of Cargill, Inc.
He received an MBA in finance and statistics from the University of Chicago and a BA in finance and marketing from the University of Wisconsin-Madison. He holds a Chartered Financial Analyst designation and is a member of the CFA Society of Chicago, where he developed and taught programs in derivatives and alternative investments.
Conrardy currently serves on the investment committee for the Society of Manufacturing Engineers in Dearborn, Michigan and is a Governing Member of the Chicago Zoological Society – Brookfield, Illinois, where he serves on the audit and corporate giving committees. He and his family reside in River Forest, Illinois, where he has served on the board and was president of the local United Way chapter that serves Oak Park, River Forest and Forest Park.
Gupton has been named Director for Harris myCFO™ in Chicago. He will be responsible for advising and coordinating the delivery of a broad range of investment and family office services to clients.
Gupton brings more than 20 years of experience in the investment and financial services industry. Previously, he was a Senior Vice President at GenSpring. Additionally, Gupton was President/CEO of The Trust Company of the South, and held top executive positions at Trusco Capital Management and at AllianceBernstein in Chicago.
He earned his bachelor’s and master’s degrees from Trinity College. He is a frequent lecturer on investment and ERISA topics for colleges, universities and professional groups. Gupton has been a board member for the Duke Heart Center, United Way, Boy Scouts of America, Salvation Army, and Resources for Youth.
About Harris
Harris myCFO is the family office division of Harris Private Bank, serving ultra high-net-worth clients. Services include integrated and customized investment advisory, income tax planning and compliance, wealth management, philanthropy, financial planning, concierge, financial reporting, expense management and bill paying. For more information, please visit www.harrisbank.com.
Harris is an integrated financial service organization providing more than 1 million personal, business and corporate clients with banking, lending, investing and wealth management solutions. The organization is a member of the BMO Financial Group (NY SE, TSX: BMO), which also provides corporate and investment banking services in the U.S. under the BMO Capital Markets name. For more information, please visit www.bmocm.com or www.harrisbank.com.
Harris® is a trade name used by various financial service subsidiaries of Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank, N.A. and their bank affiliates. Member FDIC. Brokerage products are offered through Harris Investor Services, Inc. (HIS), a registered broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser. Insurance and annuities are offered through Harris Bancorp Insurance Services, Inc. (HBIS). Securities are provided by BMO Capital Markets Corp. (BMOCM), a registered broker dealer and member NYSE, FINRA and SIPC. HIS, HBIS and BMOCM are affiliated companies and are wholly owned subsidiaries of Harris Financial Corp. Products offered by HIS, HBIS and BMOCM are 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 to any bank loan or service. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc., an SEC registered investment adviser. Harris myCFO™ is the brand used by Harris myCFO, Inc. providing Family Office Services, Harris myCFO Investment Advisory Services LLC, an SEC-registered investment adviser and certain divisions of Harris N.A. and its affiliates that are national banks with trust powers. Not all products and services are offered in every state and/or location.
Colleen Kroll, Harris (312) 461-7865