Get Invested - $3B Firm CIO - Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors

Brian Spinelli, CFP, Co-CIO of Halbert Hargrove Global Advisors.
Halbert Hargrove is a financial advisory firm with ~$3B in assets
under management.





Bio


Brian joined Halbert Hargrove in 2006 and works with clients
across the US; his responsibilities encompass running the firm’s
investment committee as well as advising individuals and
institutions on their investment and wealth advisory needs. He
connects with clients from all walks of life: “I build
relationships of trust by being knowledgeable and
straightforward, and making a positive difference. Sometimes that
means not sugar-coating issues—which I believe most clients come
to appreciate.”





Brian was named to HH’s management team in 2012. His colleagues
call him organized, highly disciplined, and fearless in critical
conversations with clients. He values “leading the firm’s clients
and helping them feel understood, supported and confident in
their plans and in the work we do for them. I am fascinated by
capital markets as well, and enjoy the process of researching
nontraditional approaches to investments.”





Before joining Halbert Hargrove in 2006, Brian worked as a
Financial Analyst with Northrop Grumman Corporation, reporting to
the CFO and Director of Financial Planning; in this role, he
carried out financial projections, market and portfolio analysis,
and financial modeling.





Brian earned his Bachelor of Arts in Business Administration –
Finance from Loyola Marymount University in 2002 and his MBA from
LMU in 2005. He was awarded the ACCREDITED INVESTMENT FIDUCIARY
designation by the University of Pittsburgh-affiliated Center for
Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER
professional.





Website:


https://www.halberthargrove.com/