I’m grateful for the opportunity to steward our client’s investment decisions and work alongside some of the most caring and talented financial professionals in the industry.
LONG BEACH, Calif. (PRWEB) December 21, 2022
Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, CA, has promoted senior wealth advisor and Chair of Investment Committee, Brian Spinelli, to Co-Chief Investment Officer (Co-CIO).
Spinelli joined Halbert Hargrove in 2006 and currently works with clients across the country. He joined the management team in 2012 and his role already involved overseeing a range of investment responsibilities and wealth advisory services.
“Working alongside the leadership team at Halbert Hargrove for the last ten years has been incredibly rewarding,” said Spinelli. “I’m grateful for the opportunity to steward our client’s investment decisions and work alongside some of the most caring and talented financial professionals in the industry.”
As Co-CIO, Spinelli will be responsible for the oversight and management of Halbert Hargrove’s investments and Investment Committee, as well as providing the general parameters for investment advice provided to the firm's clients.
“Our employees' continued commitment to our firm makes it possible for us to consistently promote from within, and grow as a cohort,” said JC Abusaid, CEO. “To have loyal team members that have spent great spans of their careers with us is a true reflection of our company culture. I’m looking forward to watching Brian excel in his new role and where his leadership will take us.”
Halbert Hargrove also promoted Tim Kohler to Director of Research and Trading Operations, David Koch to Director of Portfolio Management, and Taylor Sutherland to Director of Portfolio Strategy:
- Kohler joined Halbert Hargrove as an operations intern in 2012 and was named Trading Manager in 2014. Now, as Director of Research and Trading Operations, he will continue to oversee the Trading team, as well as provide research assistance, due diligence, and analytics to the Investment Committee and Wealth Advisor teams.
- Senior Wealth Advisor Koch joined the firm in 2011 and was promoted to Director of Portfolio Management, where his responsibilities include overseeing allocations and manager due diligence and oversight, with an emphasis on concentrated stock strategies.
- Sutherland, also a Senior Wealth Advisor, joined the firm in 2012. Now as Director of Portfolio Strategy, his responsibilities include oversight and communication about the firm’s allocation strategy, manager due diligence and oversight, as well as providing timely market updates and economic analysis.
In October, Halbert Hargrove ranked eighth in CNBC’s top-rated financial advisory firms of the year (based on 12/31/21 data), and in November, the firm was honored with InvestmentNews’ Women to Watch Ascension Award for having a significant percentage of women in leadership positions and on staff (based on 12/31/21 data).
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts. For more information, please visit http://www.halberthargrove.com. For more information about the awards and accolades listed above, please visit: https://www.halberthargrove.com/industry-awards/.