To make the advisory process seamless and insightful and to power modern and valuable client experiences.
Harness is transforming the advisory model by combining the expertise of tax and financial professionals with advanced technology tools to create a more efficient, flexible, and insightful experience.
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The Harness Wealth Council
The Harness Wealth Council developed the screening process for the firms that we recommend, and provide feedback and industry insight into how we can continue to provide highly competitive, top-tier services and tools to our clients.
Our Council does not provide investment advice to clients.
Maliz is the former CEO of two of the four largest U.S. retirement investment platforms. She ran Voya Financial Retirement Solutions (Formerly ING US) with $480 billion in assets serving 48,000 institutions and 15 million customers and was previously President and CEO of TIAA-CREF Individual and Institutional Services.
Edith is the co-founder of Medley and previously served as Senior Director, Executive Vice President, and Head of Global Human Capital Management at Goldman Sachs. She is a member of the Board of Directors of Slack, Etsy, The Museum of Modern Art, Northwestern University and Mt. Sinai Hospital.
John was the Commissioner of the IRS from 2013 to 2017. He previously served as the non-executive chairman of Freddie Mac from 2008 to 2012 and as acting Chief Executive Officer in 2009. John has been President of the U.S. Soccer Foundation, Deputy Mayor and City Administrator of Washington D.C.
Luis is the George E. Bates Professor and Senior Associate Dean for Executive Education at Harvard Business School. He is a Research Associate at the National Bureau of Economic Research.