Halbert Hargrove Names Brian Spinelli as Co-Chief Investment Officer

Three other executives are promoted by the wealth management company with $3 billion in AUM. LONG BEACH, Calif. -- Dec. 21, 2022 /PRNewswire - PRWeb/ -- Halbert Hargrove is a fiduciary wealth advisory and investment management firm. It was founded in 2006 and has been working with clients all over the country. His role included overseeing various investment responsibilities as well as wealth advisory services. He joined the management team in 2012. "I am grateful to have the opportunity to oversee our client's investments and work with some of the best and most talented financial professionals in this industry. As Co-CIO Spinelli will oversee and manage Halbert Hargrove's investments, Investment Committee and provide general guidelines for investment advice to clients. "Our employees' commitment to our company makes it possible to promote from within and grow as a group," stated JC Abusaid. Our company culture is truly reflected in the loyalty of our team members who have worked with us for long periods of time. I look forward to seeing Brian succeed in his new role, and where his leadership will lead us. As Director of Portfolio Strategy, he oversees communication regarding the firm's allocation strategy, managers due diligence, oversight, and timely market updates. You can find more information on the above awards and honors at URL.Media ContactAbbie sheridan, Greenrose Communications, 1-5162867056, __EMAIL__OURCE Halbert Hargrove