Harvey Armstrong Overview

  • Primary Position
  • Founding Partner

Harvey Armstrong General Information

Biography

Mr. Harvey Armstrong is a Founding Partner of Rosewood Family Advisors. Mr. Armstrong has many years of experience in the financial services sector. This experience includes comprehensive tax advice and a full range of advisory services for businesses, individuals and foundations. Prior to co-founding Rosewood Family Advisors LLP, Harvey co-founded myCFO Inc, an early leading provider of multiple family office services to the ultra-high net worth market. After Bank of Montreal acquired the family office service business of myCFO, Harvey led the business for almost 20 years as the Managing Director of the Palo Alto office. Prior to myCFO, Harvey was a partner in a Big 5 accounting firm. There he held various leadership roles as a Tax Partner, Office Managing Partner and PFP lead partner. Harvey earned bachelor's and master's degrees in accounting from San Jose State University, is a California CPA and member of the AICPA.

Contact Information

Primary Position
Founding Partner, Rosewood Family Advisors
Education
San Jose State University, Bachelor's
San Jose State University, Master's
Gender
Male
Address
  • 2475 Hanover Street
  • Suite 100
  • Palo Alto, CA 94304
  • United States

Harvey Armstrong Positions (1)

Firm name Firm type Title Location Industry Since
Rosewood Family Advisors Service Provider Founding Partner Palo Alto, CA Accounting/Auditor

Harvey Armstrong FAQs

  • Who is Harvey Armstrong?

    Mr. Harvey Armstrong is a Founding Partner of Rosewood Family Advisors.

  • How much does Harvey Armstrong typically invest?

    Harvey Armstrong's median deal size is .

  • What is Harvey Armstrong’s main position?

    Harvey Armstrong’s primary position is Founding Partner.

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