Jennifer A. Caravello

AIF®
Senior Operations Analyst/Intern Manager

Based in Halbert Hargrove’s Long Beach headquarters, Jennifer juggles many responsibilities, from operations to data analysis to IT. One of her chief tasks is trading: She helps implement client portfolios, rebalance accounts, and process distributions for clients. When not trading, Jennifer helps keep HH running smoothly from behind the scenes. Whether it’s client reporting, database management, or IT support, she’s focused on ensuring that our associates can do their jobs as efficiently as possible.

Jennifer says she enjoys paying attention to issues and details that easily get overlooked: “I have a knack for nuance and detail that gives others peace of mind, knowing that nothing will slip through the cracks.” She first joined us as an intern in 2013, hired on full time as a Client Service Manager in 2015, and was promoted to her current role in 2019.

A graduate of California State University, Long Beach, Jennifer earned a B.S. in Business Administration and Finance in 2015, completing her degree in three years 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.

Here at HH, Jennifer’s creative side shines through her watercolors. All of us look forward to receiving her cliché-busting birthday cards, hand painted and personalized with what she manages to learn about each of us over the year. She’s also notorious for her sweet tooth—and her peanut allergy, which tends to wreak havoc on HH potluck days.