For the sixth consecutive year, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $2.7 billion in assets under management (AUM), has been recognized by InvestmentNews as one of the Best Places to Work for financial advisors in 2023. InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“It’s an honor to be consistently recognized by InvestmentNews for fostering a positive work environment,” said JC Abusaid, CEO and President of Halbert Hargrove. “Today, it’s vital to create a company culture that supports its team members and demonstrates how important they are to us. Halbert Hargrove continues to grow and achieve success because of our employee’s hard work, and we’re very grateful for them.”
The accolade comes on the heels of the promotion of the firm’s Co-Chief Investment Officer Brian Spinelli. The firm 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. In late 2022, Halbert Hargrove ranked eighth in CNBC’s top-rated financial advisory firms of the year based on 12/31/2021 data. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking. The firm was also honored with InvestmentNews’ Women to Watch Ascension Award in November 2022 for having a significant percentage of women in leadership positions and on staff. This was also based on 12/31/2021 data.
“The relationships we have with our clients are incredibly important to our success, and they wouldn’t be possible if it was not for the positive workplace we’ve fostered,” said Kelli Kiemle, Managing Director of Growth and Client Experience. “We provide opportunities for advisors to grow, but we also have fun, and that balance creates great culture. We show up as our best selves for our team, and it reflects in the work we do.”
This year, Halbert Hargrove was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews identifies company culture, benefits, and career paths as major contributors for the nomination.