By PlanAdviser
Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, California, has promoted the firm’s president and chief operating officer, JC Abusaid, to CEO. The firm also promoted Cecilia Williams to chief operating officer and Kelli Kiemle as managing director of growth and client experience.
Abusaid has been with the firm for 25 years and worked closely with Williams and Kiemle, who have each been with the firm for 15 years. Williams, who was previously the director of investment operations, was responsible for managing Halbert Hargrove’s institutional trading partner relationships.
Formerly the director of marketing and client experience, Kiemle set the tone for client service relationships and oversaw the firm’s wide-ranging marketing and communications initiatives.
Now, as managing director of growth and client experience, she will oversee the firm’s marketing and communications initiatives, as well its sales efforts.
Halbert Hargrove’s chairman and former CEO, Russ Hill, will stay on as chairman of the firm. Hill, who hired and trained Abusaid over the past 25 years, has led Halbert Hargrove for more than four decades.
“At Halbert Hargrove, we believe a well-lived life is about more than money, which is why we’ve worked hard to cultivate a company culture that employees want to be a part of every day and grow with us,” Hill says.
“The future of our firm is in excellent hands, as JC has been leading us for quite some time.
I have no doubt we will continue to grow our firm while cultivating an incredible culture.”
