People Moves

Harris myCFO Signs Managing Director In California

Wendy Connett Editor New York 24 November 2010

Harris myCFO Signs Managing Director In California

Lorraine Monick has joined Harris myCFO as a managing director of Investment Advisory Services. She will lead a team of investment advisory professionals in the Menlo Park, California office.

Monick has more than 20 years of portfolio management and leadership experience in the investment advisory industry.  Most recently she served as managing director in Seattle for Mt. Eden Investment Advisors, a San Francisco based independent advisory firm where she was responsible for leading and growing their Pacific Northwest office. She has also served as first vice president and senior director, 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,” said Craig Rawlins, president of Harris myCFO Investment Advisory Services.

 

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