This publication carries latest news on moves and hires in the North America wealth management sector.

Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, California, has hired Robert Douglis as a regional director.

In his new role, Douglis will serve as an investment adviser to individuals and institutions, working with a client base that includes entrepreneurs, professionals, technology company executives and retirees.  

Previously, Douglis served as an investment consultant at TD Ameritrade.

Founded in 1933, the firm has approximately $2 billion of assets under management.