SOURCE: Halbert Hargrove

FiComm Partners

July 09, 2015 12:00 ET

Wealth Advisory Firm Halbert Hargrove Appoints Kerry Michael Finn as Regional Director, Looks Toward Future Expansion Into Orange County Market

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

  • Finn will be based in Newport Beach, Calif., to begin process of launching Halbert Hargrove's first Orange County location
  • Finn brings nearly 20 years of experience to the firm, holding previous roles at as U.S. Trust Company, AYCO/Goldman Sachs and Fiduciary Trust Company International
  • Finn's appointment is the latest in the $4B AUM firm's ongoing development, expanding its investment management and wealth advisory services for rapidly growing clientele

Halbert Hargrove, a fiduciary investment management and wealth advisory firm, headquartered in Long Beach, CA and managing more than $4 billion in client assets, announced today the appointment of Kerry Michael Finn, CFP® as regional director. To be based out of Newport Beach, CA, Finn's appointment simultaneously announces the firm's intended expansion into the Orange County market.

With nearly 20 years of experience as a financial planner, Finn's expertise expands financial planning, estate planning and tax analysis for individuals, corporate executives and families. Prior to joining Halbert Hargrove, he worked with U.S. Trust Company, AYCO/Goldman Sachs, and most recently as managing director at Fiduciary Trust Company International.

"At this point in my life, my main priority is to build a practice where I can be closer to my family and engage in my local community," said Finn. "Halbert Hargrove's emphasis on fiduciary standards and its unyielding commitment to its clients aligns exactly with my vision for how clients should be served. This has been my professional focus for many years and I am overjoyed to have found the perfect fit at Halbert Hargrove."

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. With Finn in Newport Beach, the firm looks forward to a future Orange County location; further solidifying their presence in wealth centers across the western half of the country.

"We set the bar very high for our advisors and teammates here at Halbert Hargrove," said John C. Abusaid, president and chief operating officer at Halbert Hargrove. "Kerry Michael's impressive experience in the field and his focus on providing ethical and dedicated service to clients, aligns perfectly with our firm. His location in Orange County is an added benefit as we have eyed expansion into this market for quite some time."

Finn graduated with a Bachelor's of Science degree in Business Administration from Webster University. Professionally, he is a member of the Orange County Estate Planning Council and involved with the Financial Planning Association of Orange County. He is also a member of Goodwill Orange County's Board of Directors and serves on their Human Services Advisory Committee and Planned Giving Advisory Council.

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 $4.08B 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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