LONG BEACH, CA--(Marketwired - September 06, 2016) - Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, CA and managing approximately $2 billion in client assets, has hired a new regional director, Jordan Wallens.
At Halbert Hargrove, Wallens will serve as an investment adviser to affluent individuals and institutions, working with a client base that includes entrepreneurs, professionals, technology company executives and retirees. In addition, Wallens will provide wealth advisory, fiduciary investment services and planning processes to the firm's clients, helping to grow their wealth through access to preferred investment vehicles and extensive market experience.
"I am honored to join Halbert Hargrove. The firm has a heritage of innovation in financial planning and an unsurpassed track record at engineering successful outcomes for clients," said Wallens. "I look forward to partnering with the outstanding colleagues of Halbert Hargrove to help investors achieve their goals with confidence and consistency."
Prior to joining Halbert Hargrove, Wallens served as senior business development officer of Boston Private Wealth LLC, where he specialized in asset management, income enhancement, lending, financial planning, tax strategies, succession planning and estate plans. Wallens' previous experience also includes serving as financial advisor at Morgan Stanley Wealth Management, vice president of Goldman Sachs, regional vice president at Lincoln Financial and vice president at Capital Group.
"Jordan brings valued experience in wealth management and an illustrious background to our team," said John C. Abusaid, president and chief operating officer at Halbert Hargrove. "Jordan will play an instrumental role in providing strong investment counsel and we look forward to the highly positive impact that he will have on our firm and, most of all, our clients."
For more information about Halbert Hargrove, visit www.halberthargrove.com. For media inquiries, email HH@FicommPartners.com or call 917-636-4803.
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, 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. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA, and has approximately $2B assets under management. For more information on Halbert Hargrove, including important disclosures relating to the 2014 rankings, please visit www.halberthargrove.com.