Brian Spinelli
Directeur en chef des Investissements chez Halbert Hargrove Global Advisors LLC
Profil
Mr. Brian M.
Spinelli is a Co-Chief Investment Officer at Halbert Hargrove Global Advisors LLC.
He 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.
Before joining Halbert Hargrove in 2006, he 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.
He 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.
Postes actifs de Brian Spinelli
Sociétés | Poste | Début |
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Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities. | Directeur en chef des Investissements | 01/12/2022 |
Anciens postes connus de Brian Spinelli
Sociétés | Poste | Fin |
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NORTHROP GRUMMAN CORPORATION | Corporate Officer/Principal | - |
Formation de Brian Spinelli
Loyola Marymount University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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NORTHROP GRUMMAN CORPORATION | Electronic Technology |
Entreprise privées | 1 |
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Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities. | Finance |