David Upson

Director of Hedge Fund Research @Bmo Family Office

Darien, CT, US

At CTC Consulting|Harris myCFO, we view wealth management in terms of advocacy—on behalf of you, your family, your objectives and your values. We believe in listening before speaking, and understanding before advising. Since our establishment, we\'ve been providing comprehensive family office guidance and services, including integrated and customized investment advisory, income tax planning and compliance, wealth management, philanthropy, financial planning, concierge, financial reporting, expense management, and bill paying to high-net-worth families and individuals across the nation

Colgate University

BA