By Jenna Dagenhart with AssetTV, featuring JC Abusaid, CEO/President
JC Abusaid, CEO and President of Halbert Hargrove, reflects on the firm’s evolution from a small practice in the 1980s to a more strategic, growth-oriented RIA focused on long-term sustainability. He shares how turning down an acquisition offer became a defining moment—sparking a renewed commitment to succession planning, culture, and building a firm designed for the future.
