Beth Shirley - Financial Advisors

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Beth Shirley

Why I Love My Job

I love the people and the culture. I started working here in 2023 and everyone has been so welcoming and helpful. Our leaders go to great lengths to create an inclusive environment. I am truly grateful for the opportunity to work at HH.

Beth joined our operations team as an accounting associate in 2023. Working with our controller, Beth supports as-needed accounting functions and tasks, and manages accounts payable, including overseeing check runs. “There is always something new to learn,” she says, “and so many aspects to accounting at HH. Having the opportunity to grow and continue to learn is really motivating.” Her giving attitude is motivating to us.

Beth brings a breadth of accounting experience to her responsibilities here. She has worked in various financial roles, including serving as an accounting manager and an accounting assistant; she has managed both accounts payable and receivable for organizations. At one point in her career, she processed an in-house weekly payroll and administered health insurance benefits for 85 employees.

Beth and her husband David are empty nesters, with two grown daughters and a very active rescue dog, Bowie, a Belgian Malinois/Pitbull mix. Outside of the office, she enjoys spending time with her family and friends and being outside in warm weather. She loves to cook and entertain, and also relishes quiet evenings at home with her husband – enjoying a good bottle of wine.

Fun Fact

I have gone sky diving!

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.