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.