Harris myCFO has hired Leslie Grant as vice president, a role in which she’ll be responsible for capital advisory services and custom banking solutions for clients. Harris myCFO is part of BMO Financial Group, and Grant will work from BMO Harris Bank in Chicago, according to the firm.
Grant has worked for more than two decades in various areas of finance including structured finance and working with private equity firms and affluent families. She was most recently vice president and financial advisor for one of the country’s largest independent investment research firms, according to Harris myCFO, and before that worked at a large global finance company.
Harris myCFO is a provider of wealth management solutions and independent investment advisory services, including multi-family office services. Harris myCFO Investment Advisory Services ranked fifth in Financial Planning’s January 2012 list of top RIA firms, with over $7 billion in assets under management.
Danielle Reed writes for Financial Planning.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access