SOURCE: Halbert Hargrove

FiComm Partners

September 09, 2015 12:00 ET

Wealth Advisory Firm Halbert Hargrove Appoints Brian Chang, Julia Pham to Long Beach Advising Team

LONG BEACH, CA--(Marketwired - September 09, 2015) -

  • Chang brings nearly a decade of experience in wealth management and investment strategy, most recently from San Ramon-based GPS Capital Management
  • Pham's appointment brings wealth management and financial planning experience from Irvine, Calif.- based First Foundation Advisors
  • New hires announced on the back of Halbert Hargrove's decision to continue expanding its RIA into Orange County, Calif.

Halbert Hargrove, a fiduciary investment management and wealth advisory firm, headquartered in Long Beach, CA and managing approximately $4 billion in client assets, announced today the appointment of Brian Chang, CFA and Julia Pham, CFP as its newest Relationship Managers. Based in the Long Beach location, Chang and Pham will be responsible for leading a disciplined discovery process, and delivering wealth advisory and investment management services to clients.

With nearly a decade of experience in financial services, Chang's expertise spans market analysis, portfolio management and wealth management. Prior to joining Halbert Hargrove, he worked as a Portfolio Manager for San Ramon-based GPS Capital Management, where he provided support for equity, fixed income, and option portfolios, co-managing portfolios for more than 200 individuals and families across a range of investment strategies. Before that, he held roles at Provident Funding Associates and Wealth Design. Chang graduated with a Bachelor's of Science degree in Business Administration from the Haas School of Business at University of California, Berkeley. He is a Certified Financial Analyst™.

Pham began her career in financial services in 2007. Before joining Halbert Hargrove, she served as associate relationship manager with Irvine-based First Foundation Advisors, where she managed more than 150 clients as a wealth manager and financial planner. Prior to that, she was a Portfolio Analyst in asset-based lending for Wells Fargo Capital Finance. Pham earned a Bachelor of Arts degree cum laude in Economics and Sociology, and an MBA, both from the University of California at Irvine. She is a Certified Financial Planner™.

"Halbert Hargrove has provided client-centered fiduciary counsel for decades and the reason that has been possible is our search for, and nurturing of, exceptional talent," said John C. Abusaid, president and chief operating officer at Halbert Hargrove. "Brian and Julia bring tremendous backgrounds and personalities to our firm and we are thrilled that our clients will have access to them and their expertise."

Established in 1933, and with six offices spanning the western United States, Halbert Hargrove has experienced rapid growth in recent years, both in assets under management and geographic expansion. The firm recently announced its plans to expand its offices to Orange County.

For more information about Halbert Hargrove, visit www.halberthargrove.com. For media inquiries, email HH@FicommPartners.com or call 646-893-2998.

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 $4B assets under management. For more information on Halbert Hargrove, including important disclosures relating to the 2014 rankings, please visit www.halberthargrove.com.

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