Harris myCFO has appointed Lorraine Monick a managing director of Harris myCFO Investment Advisory Services LLC, the firm announced Tuesday. Heading up a team of investment advisory professionals in the firm’s Menlo Park, Calif., office, Monick will be responsible for driving investment strategies and superior client service for high-net-worth individuals and families.
Monick (left) has more than 20 years of portfolio management and leadership experience in the investment advisory industry. Most recently she served as managing director for the Seattle region for Mt. Eden Investment Advisors. According to the statement, Seattle Magazine recognized her as a “Five Star Wealth Manager” for her work at the firm. Earlier in her career, she was first vice president, senior director of portfolio management at BNY Mellon Wealth Management, where she led the Pacific Northwest portfolio management team.
“Lorraine brings a depth of knowledge and experience that includes both institutional and high net worth investment advisory,” Craig Rawlins, president of Harris myCFO Investment Advisory Services, said in the statement. “This unique skill set, coupled with her outstanding client service and leadership skills, will help us create investment strategies that meet the unique and often complex financial requirements of our clients.”
Harris myCFOhas a dedicated focus on ultra high-net-worth individuals and families. The firm is a member of the Harris Family of wealth management solutions.