Halbert Hargrove

David Koch is a financial advisor at Halbert Hargrove with 14 years of industry experience. He holds a Series 65 designation and has been with Halbert Hargrove Global Advisors since 2011. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods to implement diversified allocations across various investment vehicles.

Mariah Ramirez is a financial advisor at Halbert Hargrove with a Series 65 designation and three years of industry experience. Her prior roles include positions at Northwestern Mutual and involvement with the Ukleja Center for Ethical Leadership at California State University Long Beach. Ramirez has also worked in educational settings, including the Long Beach Unified School District and Robert A. Millikan High School. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to manage portfolios across a range of investment vehicles.

David Overton is a financial advisor with Halbert Hargrove in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Halbert Hargrove since 1999. Outside of his advisory role, he is also an agent selling life insurance with the Rocky Mountain Insurance Network. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative analysis to implement diversified allocations across active and passive investments.

Ethan Campbell is a CFP® and Series 65-licensed financial advisor with Halbert Hargrove in Long Beach, CA, where he has worked since 2021. He has two years of industry experience and previously attended California State University Long Beach for both undergraduate and postgraduate studies. Halbert Hargrove Global Advisors serves high-net-worth individuals, trusts, estates, and institutional clients by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across various asset types.

Anna Lair is a financial advisor at Halbert Hargrove in Long Beach, CA, holding a Series 65 designation with one year of industry experience. She has worked at Halbert Hargrove since 2023 and previously studied at California State University - Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management along with financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods in its investment approach.

Brett Gersack is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors since 2015. He holds Series 63 and Series 66 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a formal Investment Committee and a documented analytical framework that combines qualitative and quantitative approaches.

Jake Castillo is a financial advisor at Halbert Hargrove with two years of industry experience. He holds the Series 65 designation and previously worked at Pacific Capital and In N Out. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm applies a formal Investment Committee process using both qualitative and quantitative analysis and offers a digital advisory option for smaller or automated accounts.

Timothy Anderson is a financial advisor at Halbert Hargrove with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Anderson has been with Halbert Hargrove and its affiliated entities since 1993. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a formal Investment Committee and a documented analytical framework to guide investment decisions.

Vincent Birardi is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Halbert Hargrove Global Advisors since 2018 and previously spent five years at Pimco. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions, offering discretionary portfolio management alongside financial planning and retirement plan advisory. The firm employs a formal Investment Committee using a documented analytical framework and combines qualitative and quantitative methods to manage portfolios with a variety of investment vehicles.

Mark Janci is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Halbert Hargrove since 2005. He holds Series 63 and Series 65 licenses and is based in Bellevue, WA. Halbert Hargrove Global Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other institutions. The firm employs a formal Investment Committee that uses a documented analytical framework integrating qualitative and quantitative analysis, offering a range of investment vehicles and a digital advisory platform for smaller accounts.

Brian Spinelli is a CFP® professional with 19 years of industry experience, currently serving at Halbert Hargrove Global Advisors since 2006. He holds the Series 66 designation and is based in Scottsdale, AZ. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, utilizing a formal Investment Committee and a documented analytical framework for its investment decisions.

Brenden Melrose is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Halbert Hargrove Global Advisors since 2014. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a formal Investment Committee that uses a documented analytical framework to guide investment decisions.

Julianne Copeland is a financial advisor at Halbert Hargrove with one year of industry experience. She holds a Series 65 credential and has previously worked at Modern Money and California State University of Long Beach. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by offering discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm uses a formal Investment Committee with a documented analytical framework to guide its investment decisions, combining qualitative and quantitative methods across a range of investment vehicles.

Michelle White is a financial advisor at Halbert Hargrove with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Halbert Hargrove and its affiliated entities since 1994. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative methods to manage portfolios across a variety of investment vehicles.

John Esparza is a Series 65-licensed financial advisor at Halbert Hargrove with two years of industry experience. His background includes roles at the University of Arizona, Caci, and service in the California National Guard and United States Army. Halbert Hargrove Global Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and other institutions by providing discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds. The firm employs a formal Investment Committee that uses a documented analytical framework combining qualitative and quantitative analysis to guide investment decisions across a range of asset types.