Harris myCFO has hired Thomas Meilinger to expand its brand with family offices and ultra-high-net-worth investors. The new managing director will develop and execute the firm’s national sales strategy according to a Feb. 23 release.
“With Tom's extensive experience in wealth management, investment advisory and a family office, he brings a unique and seasoned understanding of the sophisticated and complex financial needs of affluent clients,” Harris myCFO president, Joe Calabrese, said in the announcement. “This experience, combined with his strong consulting and superior client relationship building skills, will aid him in developing a strategic sales program that will well-serve our current and prospective clients.”
Meilinger was previously a with Vogel Consulting, LLC. He holds an MA in International Administration and a BS in Journalism from Ohio University. Meilinger has “28 years of executive experience in wealth management, corporate consulting and higher education administration,” the release states.
Harris myCFO is part of Harris Private Bank, which is owned by BMO Financial Group.