People Moves

Halbert Hargrove Hires Two Relationship Managers In California

Eliane Chavagnon Editor - Family Wealth Report September 10, 2015

Halbert Hargrove Hires Two Relationship Managers In California

The firm, which has a strong presence on the western side of the US, has added to its team in Long Beach.

California-headquartered Halbert Hargrove, the fiduciary investment management and wealth advisory firm, has recruited Brian Chang and Julia Pham as relationship managers, based in Long Beach.

Chang was previously a portfolio manager at San Ramon-based GPS Capital Management and before that worked at Provident Funding Associates and Wealth Design.

Pham was formerly an associate relationship manager at Irvine, CA-based First Foundation Advisors, where she managed more than 150 clients as a wealth manager and financial planner.  Before that, she was a portfolio analyst in asset-based lending at Wells Fargo Capital Finance.

Halbert Hargrove has six offices across the western US and $4 billion in AuM.

In July, the firm hired Kerry Michael Finn as a regional director in Newport Beach, CA, and said it is planning a new branch in Orange County.

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