The wealth management firm with $3 billion in AUM additionally promotes three other executives
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.”