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A CONSULTING 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.

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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