Jennifer A. Caravello, Sr. Operations Analyst

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Jennifer A. Caravello

Why I Love My Job

I’m grateful to be working with a team that I’ve grown up with over the years – the same people I enjoy spending time with outside of work! I love finding solutions to tricky problems on the operations side, and it’s especially rewarding seeing the interns master their roles and make connections of their own here too.

Jen first joined us as an intern in 2013 and was hired on full-time in 2015. Since then, she’s worked as a Client Service Manager, a Trader, and now works in operations and manages the intern team. Jen juggles many responsibilities – including processing client distributions and leading discovery calls for prospects. Whether it’s database management or implementing new systems, she’s focused on ensuring that HH is running smoothly behind the scenes and that our associates can do their jobs as efficiently as possible.

Jen earned her B.S. in Business Administration and Finance in 2015 from California State University of Long Beach in just three years. In 2022, she completed her MBA at The Paul Merage School of Business at the University of California, Irvine. Both times she graduated with a GPA of 3.9+. She was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies in 2016.

On her days off, Jen loves spending time outdoors at local parks and going to cafes to read, journal, or paint. She also enjoys going to yoga classes and catching up with friends and family over a shared meal or a facetime. She does not love running but has a bad habit of joining running clubs and telling too many people all about it.

Fun Fact

I had seven hamsters as a kid—but not at the same time!

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.