Harris myCFO® Appoints Leslie Grant as Vice President, Responsible for Capital Advisory Services and Custom Banking Solutions

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Feb 22, 2012, 11:52 ET

CHICAGO, Feb. 22, 2012 /PRNewswire/ -- Harris myCFO ®, a part of BMO Financial Group, today announced that Leslie Grant has joined the organization in the role of Vice President. She will be located at BMO Harris Bank N.A. at 111 W. Monroe Street in Chicago and will be responsible for delivery of capital advisory services and custom banking solutions to clients. In addition to providing traditional banking services, the Capital Advisory and Custom Banking group advises clients on the effective management of liabilities and the financing or monetization of unique assets including real estate, aircraft, fine art and alternative investment assets.

Ms. Grant has more than 20 years experience in structured finance, working with private companies, private equity firms and affluent families. She most recently served as a Vice President and Financial Advisor for one of the largest independent investment research firms in the United States, and prior to that worked at a premier global finance company.

Ms. Grant earned her MBA from the Wharton School at the University of Pennsylvania with a major in Finance, and her Bachelor of Arts degree in Economics from Wellesley College. She serves on the Board of Directors for the Chicago Finance Exchange and the Wharton Club of Chicago. She has also served the Junior Achievement organization as a volunteer for more than 16 years.

About Harris myCFO®Harris myCFO® provides integrated wealth management solutions with independent investment advisory services and the comprehensive capabilities of a multi-family. Harris myCFO® provides clients with the assurance that all their wealth matters are planned and integrated with seamless oversight and management. These services include investment advisory, tax planning and compliance, trust and estate planning services, philanthropic planning, insurance and risk advisory services, financial reporting and expense management, capital advisory services, and custom banking.

Harris myCFO® is a brand delivering services through Harris myCFO Inc., a multi family office; Harris myCFO Investment Advisory Services, LLC, an investment advisor registered with the Securities and Exchange Commission; and BMO Harris Bank, N. A. a national bank with trust powers. Not all products and services are available in every state and/or location.
Investments: are NOT FDIC INSURED – MAY LOSE VALUE – HAVE NO BANK GUARANTEE

Banking services are offered by BMO Harris Bank N.A. FDIC Insured.

BMO Harris Bank is a trade name used by BMO Harris Bank N.A. Banking deposit and loan products and services are provided by BMO Harris Bank N.A. Member FDIC. Brokerage products are offered through Harris Investor Services, Inc. (HIS), a registered broker/dealer, member FINRA/SIPC, and SEC-registered investment advisor. Insurance products are offered through Harris Bancorp Insurance Services, Inc. (HBIS). Investment banking services are provided by BMO Capital Markets Corp. (BMOCMC) and BMO Capital Markets GKST, Inc. (GKST), a Municipal Bond Dealer and member FINRA and SIPC. Financial planning and investment advisory services are provided by Sullivan, Bruyette, Speros & Blayney, Inc. (Harris SBSB), an SEC registered investment advisor. Family Office Services are provided by Harris myCFO, Inc. Investment advisory services are offered by Harris myCFO Investment Advisory Services LLC (Harris myCFO), an SEC-registered investment advisor and wholly-owned subsidiary of Harris myCFO, Inc. Stoker Ostler Wealth Advisors (Stoker Ostler) is an SEC-registered investment advisor. Investment advisory services to institutional clients are provided by Harris Investment Management (HIM) or its wholly-owned subsidiary HIM Monegy (Monegy), SEC-registered investment advisors. Products offered by HIS, HBIS, BMOCM, Harris SBSB, Harris myCFO, Stoker Ostler, HIM, and Monegy, which are affiliated companies and wholly owned subsidiaries of BMO Financial Corp.,: 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. Not all products and services are offered in every state and/or location.

SOURCE BMO Financial Group