Halbert Hargrove recognized in the medium employer category for the seventh consecutive year

LONG BEACH, Calif.Feb. 29, 2024 /PRNewswire-PRWeb/ — For the seventh consecutive year, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with ~$3B billion in assets under management (AUM), has been recognized by InvestmentNews as one of the Best Places to Work for Financial Advisors in 2024. InvestmentNews identifies company culture, benefits, and career paths as major contributors to the nomination.

“Being acknowledged by InvestmentNews for the seventh year in a row underscores the vibrancy of our company culture. Our carefully nurtured environment of inclusivity, empowerment, and excellence is at the heart of everything we do,” said JC AbusaidHalbert Hargrove’s CEO. “The passion, dedication, and unity of our team make our workplace truly exceptional, and it’s something we work hard to curate year after year.”

The recognition coincides with the promotion of Brenden Melrose to the role of Chief Compliance Officer within the firm. As Chief Compliance Officer, he is responsible for implementing and overseeing all of Halbert Hargrove’s compliance systems and processes.

“At Halbert Hargrove, our employees are our foundation. Prioritizing their well-being and growth is our key to success. By putting our team first, they, in turn, provide exceptional care to our clients”, says Kelli Kiemle, Managing Director of Growth and Client Experience. “This commitment to our team is exemplified by the recent promotion of Brenden Melrose to Chief Compliance Officer, a role in which we’re confident he will excel and further fortify our firm’s integrity and client dedication.”

In 2023, RIA Intel recognized JC Abusaid as a finalist for CEO of the Year, while Halbert Hargrove secured a spot on CNBC’s Financial Advisor 100 list. Additionally, Kelli Kiemle was recognized for her mentorship and received the Excellence in Mentorship & Allyship Award.

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