Angela Renee - Financial Advisors

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Angela Renee

Why I Love My Job

I work at HH because a core value of mine is to be able to show up as a whole person in the marketplace. HH is a place that celebrates and encourages associates to bring not just their skills and expertise, but their ideas, thoughts and feelings. It’s very unique.

Angela is based in our Long Beach office; her responsibilities include overseeing the administrative aspects of her clients’ accounts, collaborating with team members, serving as liaison with custodians, and mentoring and training new employees. Angela’s favorite part of her job is facilitating the Discovery Process, HH’s innovative approach to interviewing prospective clients. “Though I understand the science behind the why, I am still amazed at how much we can learn about people in a relatively short, but meaningful, meeting,” she says. “When these people become clients there’s a strong relationship from the get-go because we know so much about them.”

When Angela joined HH in 2013, she began as an executive assistant to Managing Director Craig Cross, but proved to be such an asset that her position gradually evolved into client service work. Earlier in her career, Angela ran midweek and weekend children’s programs (one which she founded) at two local non-profit organizations, training and overseeing volunteers and writing the curriculum. Her first job out of college was at a local newspaper.

Angela attended Biola University, graduating summa cum laude in 2000 with a Bachelor of Arts degree in English.

During her free time Angela enjoys visiting arts and cultural sites in the LA area. One favorite? The Huntington Library, Art Collections and Botanical Gardens. She describes it as “better than Disneyland—young and old roam around one of the most varied and beautiful spaces in the region.” She enjoys spreading a blanket on one of the vast lawns and reading, writing, and making space for creativity and quiet.

Fun Fact

I’ve only back-packed once in my life, when I was just out of high school. I completed the John Muir Trail—211 miles through some of the California’s most stunning national parks like Yosemite, Kings Canyon, and Sequoia. I did it over a one-month span with family friends I’ve known my whole life. While I’ve never back-packed again, I’m an avid hiker and love to be near tall trees in complete silence.

Angela’s Insights

Advising Families News

Jumping Back into the Workforce After Raising Kids?

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.