Michelle M. White - Financial Advisors

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Michelle M. White

Why I Love My Job

I have great trust and appreciation for Halbert Hargrove’s commitment to do the right thing for both our employees and our clients. I love my job because of all the people I work with – it is always a fun hardworking environment and I always feel part of the team.

Michelle was named to Halbert Hargrove’s management team in 2012. She has been with the firm for more than two decades, and has served in a number of significant business development roles over the years. A born planner and consummate den mother, Michelle has had a big impact on HH’s company culture. Her current role involves corporate event and travel planning —along with assisting Executive Chairman Russ Hill.

Her past responsibilities with HH have included administration, client services, management, and operations. “I love to help people and make their job easier,” she says. “I enjoy working with great people every day.”

Michelle has earned the designation of ACCREDITED INVESTMENT FIDUCIARY™ from the University of Pittsburgh-affiliated Center for Fiduciary Studies.

With her husband Justin, Michelle shares a family of seven children – four girls and three boys. She’s very involved in their activities, including water polo, softball, golf, and volleyball. She and Justin open their home to their children’s team for parties and social gatherings. And in her “down time,” Michelle loves great food, dinners with friends, a good book, a nice glass of wine, travel, and golf with Justin.

Fun Fact

I was Little Miss Norwalk many years ago.

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.