News Releases
Craig Rawlins Joins as President, Harris myCFO Investment Advisory Services, IAS
CHICAGO, IL, December 1, 2009 - Harris myCFOTM is pleased to announce the hiring of Craig Rawlins as President, Harris myCFO Investment Advisory Services, IAS. In his new role, Craig will have responsibilit y for all investment professionals and services, including those in Harris myCFOTM national offices. Craig is charged with setting the strategic direction for the Harris myCFO Investment Advisory practice and will be actively engaged in driving the growth and development of the business nationally.
In a related move, Steve Braverman will now focus his efforts as Chief Investment Strategist of Harris myCFO IAS, LLC and will continue to serve as Managing Director of the Northeast office. Also, recently Jim Hering joined Harris myCFO IAS, LLC as Chief Operating Officer and is responsible for the day to day management of the Harris myCFO Investment Advisory Service Business Practice.
"Building a robust and aligned investment advisory service offering continues to be central to our goal of becoming the premiere provider of investment advisory and family office services in the country" said Joe Calabrese, President of Harris myCFO, Inc. "The additions of Craig and Jim to our team further builds upon our efforts to deliver leading advisory services to our clients.”
“By repositioning certain key responsibilities between three senior leaders, we will be able to further drive our growth which Steve Braverman has helped to champion since joining us in 2006. His guidance, dedication and innovation have truly helped to drive our business forward,” added Calabrese.
Craig is a seasoned investment professional with more than 27 years of experience. He joins Harris myCFO from Russell Investment Group, where he most recently served as Director of Client Services. In that role, he had responsibility for overseeing Russell’s large market initiative, which included driving retention and growth of their largest clients in the U.S. and Canada. He also had direct responsibility for delivering and coordinating investment advice to Russell’s largest client relationships. Prior to his time at Russell, he also worked at Gresham Partners, a nd Ernst & Young
About Harris myCFOTM
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.
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 myCFOTM 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.
James Kappel (312) 461-2478
