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Why I Love My Job

I love our working environment and company culture. I’m surrounded by amazing, talented people who are so friendly and genuine – always willing to help one another out, and supporting and inspiring one another to do our best. We are truly one big team.

Julianne Copeland Family


Julianne first joined our team as an intern in January 2022; we asked her to grow with us as a full-time operations analyst in July 2022. Her responsibilities currently focus on trading, utilizing Halbert Hargrove’s proprietary portfolio management system. Based in our Long Beach office, Julianne also provides support to our team firm-wide on technology issues that arise during the course of daily operations.

We value Julianne’s calm, incisive approach to problem solving; she says she loves being able to use her analytical skills and enjoys getting to work alongside her colleagues throughout her working day.

Julianne earned her Bachelor of Science in Business Administration: Finance with a Minor in Economics in May 2022 from California State University, Long Beach. While an undergraduate, she held a Finance internship with advisor Modern Money in London, England, and also served as Vice President of Finance and Housing for her sorority, Alpha Phi International.

Heading to the gym for weight training and spin classes is Julianne’s favorite way to “unwind, clear my mind, and instantly boost my energy.”

Fun Fact

I have gone skydiving!