Harris myCFO™ Appoints Debbie DiLeonardi as Director and Senior Investment Advisor

CHICAGO, Sept. 16 /PRNewswire/ -- Harris myCFO™ today announced that Debbie DiLeonardi has been appointed as Director and Senior Investment Advisor.  She will be based in Chicago, and will join the Harris myCFO Investment Advisory Services team to provide integrated investment advice to, and drive investment strategies for ultra-high-net worth individuals and families located across the United States.

Harris myCFO Investment Advisory Services, LLC was created to help simplify the complex investment planning process for affluent clients by integrating all aspects of their financial life and providing customized solutions to meet their sophisticated needs.

"Debbie brings a unique set of knowledge and skills to our investment team resulting from her deep experience in advising both high-net-worth and institutional investors," said Craig Rawlins, President, Harris myCFO Investment Advisory Services LLC.  "She has been responsible for guiding investment policy, strategy, and implementation using a consultative, process-oriented approach and has a passion for delivering exceptional service which will be extremely beneficial for our ultra-high-net worth clients."

DiLeonardi has more than 28 years of investment advisory, wealth management, and tax experience.  She most recently served as Senior Client Executive at Russell Investments where she was responsible for managing client relationships totaling over $3 billion in Assets Under Management.  She also was responsible for delivering investment advisory and investment implementation services to endowments, foundations, and defined benefit & defined contribution plans.

Prior to Russell, Debbie spent four years at Ernst & Young, LLP serving in the personal financial counseling and investment advisory practice where she advised high-net-worth individuals, family groups, and C-level executives.  Her experience in wealth management began with Brownson, Rehmus & Foxworth where she spent five years as an investment advisor.

A resident of Glencoe, Illinois, DiLeonardi received her Bachelor of Science in Accounting from Michigan State University.  DiLeonardi is a Chartered Public Accountant and a Certified Financial Planner. She currently serves on the board of the Blowitz-Ridgeway Foundation.

About Harris myCFO™

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 solutions.

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 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.

SOURCE Harris Bank

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