Meet the RIA: Halbert Hargrove
About this episode
JC Abusaid discusses the evolution of Halbert Hargrove and the importance of succession planning and company culture.
JC Abusaid, CEO and President of Halbert Hargrove, reflects on the firm’s evolution from a small practice in the 1980s to a more strategic, growth-oriented RIA focused on long-term sustainability. He shares how turning down an acquisition offer became a defining moment—sparking a renewed commitment to succession planning, culture, and building a firm designed for the future.
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