Rob Harris had a vision for a Client-Driven, comprehensive wealth management firm of unmatched technical expertise.
At the time, the prevalent business model within the industry was that of a single-disciplined, narrowly-focused expertise, supplemented by the outsourcing of complementary services. Rob sought to partner with like-minded professionals from within the wealth management space who also believed clients are best served by the integration of all aspects of planning within a single shop. The visions was the creation of a fully-integrated, multi-disciplinary approach to managing the financial affairs of affluent individuals and families, practiced within the context of a single service environment was groundbreaking. Since its founding, the firm has established and solidified its niche.
Today, Harris Finance is recognized as one of the region's premier investment services for the high net worth individual. The firm manages over $1 billion of assets on behalf of its clients, who include senior corporate executives, professionals, business owners, and other high net worth individuals and their related entities - including trusts and charitable foundations. Our unique customized and integrated planning and investment process has fostered long-lasting client relationships that have endured through multiple market cycles and shifting income and estate tax laws.
Under the leadership of investment Partner Toby Storie-Pugh, Harris Finance has now begun to offer its advisory services in London, UK.
Rob founded Harris Finance LLC in 2011, after nearly six years at Deutsche Bank, where he was a managing director running the venture capital services team based in New York. Previous to Deutsche Bank, Rob spent eight years at Jefferies, LLC, where he was a senior vice president and head of its corporate and venture services group. Rob has spent over 15 years focusing on helping venture funds, private equity funds and other holders of concentrated equity positions in developing, designing and implementing strategic exits. He began his career at Robertson Stephens in its venture services group. Rob graduated from Denison University with a degree in history. He currently holds Series 7, 66 and 55 licenses.
Originally from Greenwich, Connecticut, Rob now resides in Boston, with his wife, Jennifer, his son, Charlie, and his daughter, Blake.
WHARTON BUSINESS SCHOOL
NEW YORK UNIVERSITY
B.A., Economic, 1994
Toby is the Head of Business Development for EMEA and currently serves as a member of the European executive management committee. In his role as Head of Business Development for EMEA he provides leadership and governance to SSGA investment management activity including trading and research throughout the region.
Previously Toby was Global Head of Fixed Income Alpha Strategies, with oversight of the global teams delivering active strategies in North America, EMEA and Asia-Pacific.He joined SSGA with a wealth an experience in the fixed income, currency and derivative markets at Unicredit (formerly Hypovereinsbank HVB), BGB International Capital Markets, London and the USD swap and option portfolios for Commerzbank and Banque Indosuez (Calyon). He joined Morgan Guarantee Trust (JP Morgan Chase) as a graduate in 1999.
CITY UNIVERSITY, LONDON
BSc Business and Economics, 1998
Craig joined Harris Finance in 2016, after nearly six years at Deutsche Bank, where he worked on the Venture Capital Services team based in New York. Previous to Deutsche Bank, Craig spent 4 years at Jefferies, LLC, where he was part of the Corporate and Venture Services Group. Craig has spent 10 years working with the Venture, Private Equity, and Corporate communities in focusing on providing transparent access to public equity and capital markets. He currently holds Series 7, 66 and 55 licenses. Craig was raised in New York and Texas, and currently makes his home in Brooklyn. Craig earned his Bachelor of degree from Columbia University and his Law Degree from Harvard Law School. In his free time, he enjoys surfing and traveling.
HARVARD LAW SCHOOL
Juris Doctor, 2002
B.A., Art History, 1999
• New York, California