Harris Private Bank(TM) Expands Team in Seattle
22 Junho 2009 - 11:39AM
PR Newswire (US)
SEATTLE, June 22 /PRNewswire/ -- Harris Private Bank is pleased to
announce the addition of three new wealth management specialists to
the Seattle office of The Harris Bank N.A., bringing the total
number of wealth management professionals at the offices of Harris
Private Bank and Harris myCFO(TM) in Seattle to 17. "We see the
challenging economy as a window of opportunity, and today's
announcement signals that we're accelerating our growth strategy,"
said Peter Glidden, Regional President, Harris Private Bank.
"Kevin, Larry and Jeff have a strong track record of putting their
clients first, which exemplifies the Harris Private Bank client
experience model. With over 80 years of combined financial services
experience, they will build on our solid reputation of providing
our clients with exceptional and customized wealth management
solutions." Kevin McCandlish is appointed Wealth Advisor, serving
as an advisor to high net worth clients, assembling the appropriate
team of professionals providing private banking, financial
planning, investment management, and estate planning solutions.
McCandlish, a Certified Trust and Financial Advisor (CTFA), has 30
years of financial service experience, including his most recent
role with Key Bank, where he was a relationship manager and firm
principal of EverTrust Asset Management, a division of Key Bank.
Larry Kinner and Jeff Parker are both appointed Senior Portfolio
Managers, specializing in structuring customized asset management
strategies for high net worth and not-for-profit clients. Kinner, a
Chartered Financial Analyst (CFA), has 30 years of financial
service experience, most recently at Key Bank, serving as senior
vice president and managing principal of EverTrust Asset
Management, a division of Key Bank. Parker, a CERTIFIED FINANCIAL
PLANNER(TM) (CFP(R)), has more than 20 years of financial service
experience, the last eight of which were spent at Key Bank as
senior vice president and managing director of EverTrust Asset
Management, a division of Key Bank. About Harris Private Bank
Harris Private Bank offers a comprehensive range of wealth
management strategies and solutions to meet the unique financial
needs of affluent individuals and families. Our experienced
financial professionals help clients realize their financial and
lifestyle goals with solutions that are custom tailored and
delivered with the highest level of personalized service. About
Harris(R) Harris is an integrated financial service organization
providing more than 1.2 million personal, business and corporate
clients with banking, lending, investing and wealth management
solutions. The organization is a member of the BMO Financial Group
(NYSE, TSX: BMO). Harris and Harris Private Bank are trade names
used by various subsidiary financial service providers of Harris
Financial Corp. Banking product and services are provided by Harris
N.A., The Harris Bank N.A. and their bank affiliates. Member FDIC.
Investment products are: NOT FDIC INSURED - MAY LOSE VALUE - CARRY
NO BANK GUARANTEE. Harris myCFO(TM) 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. Estate planning requires legal
assistance that Harris does not provide, consult your personal
counsel. Certified Financial Planner Board of Standards Inc. owns
the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM) and
federally registered CFP (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board's initial
and ongoing certification requirements. DATASOURCE: Harris CONTACT:
Patrick O'Herlihy, +1-312-461-6970, for Harris
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