US Wealth Manager Names New CEO, Reaches $3 Billion Mark

Editorial Staff

8 February 2022

Halbert Hargrove, a wealth management firm based in Long Beach, California, has promoted the firm’s president and chief operating officer, JC Abusaid, to chief executive.

The firm also promoted Cecilia Williams to COO and Kelli Kiemle as managing director of growth and client experience, while simultaneously reaching $3 billion in assets under management.

Abusaid, who has been with the firm for 25 years, has been working closely with Williams and Kiemle, who have each been with the firm for 15 years. Williams, who was previously the director of investment operations, was responsible for managing Halbert Hargrove’s institutional trading partner relationships. Formerly the director of marketing and client experience, Kiemle oversaw the firm’s marketing and communications initiatives.

The business's chairman and former CEO Russ Hill, who has led Halbert Hargrove for more than four decades, will stay on as chairman.

Halbert Hargrove Global Advisors is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts.