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.
Mr. Spinelli earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005.
Brian Spinelli active positions
| Companies | Position | Start |
|---|---|---|
Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance HH seeks to achieve a balance of risk and reward that fits their client's situation. The firm utilizes actively managed funds, passive (index) funds, ETFs, interval funds, tender offer funds, structured products such as notes with options-based payoffs, and separately managed accounts to implement investment allocations. They investigate the nature of returns, risks, diversification prospects and tax implications for every major asset type and investing technique they include in portfolios. All investment decisions are vetted through the firm’s Investment Committee. | Chief Investment Officer | 01/12/2022 |
Former positions of Brian Spinelli
| Companies | Position | End |
|---|---|---|
| NORTHROP GRUMMAN CORPORATION | Corporate Officer/Principal | - |
Training of Brian Spinelli
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Northrop Grumman Corp.
Northrop Grumman Corp. Aerospace & DefenseElectronic Technology Designs and manufactures space, mission, aeronautical & missile systems | Electronic Technology |
Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC Investment ManagersFinance HH seeks to achieve a balance of risk and reward that fits their client's situation. The firm utilizes actively managed funds, passive (index) funds, ETFs, interval funds, tender offer funds, structured products such as notes with options-based payoffs, and separately managed accounts to implement investment allocations. They investigate the nature of returns, risks, diversification prospects and tax implications for every major asset type and investing technique they include in portfolios. All investment decisions are vetted through the firm’s Investment Committee. | Finance |
Loyola Marymount University
Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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