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AN OUTSOURCED CFO

At Metropolitan Capital Bank & Trust, understanding the client differently means serving the client differently. We offer a variety of services tailored to meet the specific needs of our clientele and delivered to meet the high standards that our clients deserve.

Business Capital Manager (BCM)

An Outsourced CEO

As a Metropolitan Capital Bank & Trust business client, you will find that your Private Capital Manager (PCM) acts, in essence, as a financial consultant or outsourced CFO. By consolidating your business and personal finances at Metropolitan Capital Bank & Trust, your PCM will be in a position to create additional value through coordinating both your business and personal needs and developing a comprehensive Business and Personal Capital Accumulation Plan (CAP) specifically tailored for your individual circumstances.

Our Private Capital Managers understand that getting someone on the phone in today's society has become a challenge. So we have made accessibility and responsiveness a primary focus of our business. We work for you, and we try to accommodate your busy life in several ways. From flexible consultation schedules to an automated call-forwarding service that links you directly to your PCM's cellular phone, Metropolitan Capital Bank & Trust ensures that you and your PCM can always stay connected.

For more information, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350.


Capital Accumulation Plan
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