People Moves

Halbert Hargrove Names Regional Director, Plans Orange County Office

Eliane Chavagnon Editor - Family Wealth Report July 10, 2015

Halbert Hargrove Names Regional Director, Plans Orange County Office

Long Beach, CA-headquartered Halbert Hargrove, a fiduciary investment management and wealth advisory firm, has hired Kerry Michael Finn as a regional director in Newport Beach, CA.

Prior to joining Halbert Hargrove, Michael was a managing director at Fiduciary Trust Company International, following stints at US Trust Company and AYCO/Goldman Sachs.

Halbert Hargrove has six offices across the western US and is planning one too in Orange County, it said. Other locations include San Diego, CA; Denver, CO; Bellevue, WA; Scottsdale, AZ; and Houston, TX.

The firm has just over $4 billion in assets under management.

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