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Financial Advisory  + Wealth Management  | 
Wealth Advisory Firm Halbert Hargrove Names Brian Spinelli Co-CIO

Wealth Advisory Firm Halbert Hargrove Names Brian Spinelli Co-CIO

Halbert Hargrove, a fiduciary investment management and wealth advisory firm, promoted a senior wealth advisor and the chair of its investment committee, Brian Spinelli, to co-CIO.

Spinelli joined the Long Beach, California-based advisory firm in 2006 and became part of the management team in 2012. Spinelli’s role involved overseeing a range of investment responsibilities and wealth advisory services.

As co-CIO, Spinelli will be responsible for the oversight and management of Halbert Hargrove’s investments and investment committee, as well as providing the general parameters for investment advice provided to the firm’s clients.

Halbert Hargrove also promoted Tim Kohler to director of research and trading operations, David Koch to director of portfolio management and Taylor Sutherland to director of portfolio strategy.

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Halbert Hargrove

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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