Brian Spinelli
Chief Investment Officer at Halbert Hargrove Global Advisors LLC
Profile
Mr. Brian M.
Spinelli is a Co-Chief Investment Officer at Halbert Hargrove Global Advisors LLC.
He joined Halbert Hargrove in 2006 and works with clients across the US, his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs.
Before joining Halbert Hargrove in 2006, he worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling.
He earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005.
He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.
Brian Spinelli active positions
Companies | Position | Start |
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Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 2022-11-30 |
Former positions of Brian Spinelli
Companies | Position | End |
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NORTHROP GRUMMAN CORPORATION | Corporate Officer/Principal | - |
Training of Brian Spinelli
Loyola Marymount University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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NORTHROP GRUMMAN CORPORATION | Electronic Technology |
Private companies | 1 |
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Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance Founded in 1979, Halbert Hargrove Global Advisors LLC is a registered investment advisor located in Long Beach, California. The firm provides services to individuals, pension and profit sharing plans, Voluntary Employees? Beneficiary Association Plans (?VEBAs?), trusts, estates, charitable organizations, corporations and business entities. | Finance |
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