LONG BEACH, Calif., May 2, 2017 /PRNewswire/ -- Halbert Hargrove, a fiduciary investment management and wealth advisory firm that manages more than $2 billion in client assets, announced the appointment of Beverly Karns as the Company's newest regional director in the Denver office. Halbert Hargrove is headquartered in Long Beach, CA and has offices San Diego, Bellevue, Scottsdale, Houston and Denver.
In this role, Karns will work closely with the local team to design and implement investment and wealth advisory strategies that are tailored to clients' specific goals. In addition, she will also collaborate with account leads to advise clients, which include entrepreneurs, professionals, technology company executives and retirees.
"Halbert Hargrove's commitment to helping their clients achieve greater financial success and meet their personal and professional goals are best-in-class," said Karns. "That degree of tenacity drew me to the firm and I'm excited to join these committed and dedicated financial professionals."
Prior to joining Halbert Hargrove, Karns served as managing director of debt/equity financing of Capitol Peak Asset Management, where she was the founding partner of the firm. Karns was previously a VP of wealth strategy at Northern Trust and VP of global wealth management at Alliance Bernstein. Beverly received her MBA in Finance from New York University Stern School of Business.
"Beverly's industry expertise and local presence make her a natural fit to join our regional team and the perfect complement for continued and further success," said Halbert Hargrove president and chief operating officer John C. Abusaid. "Our appointment of Beverly underscores our commitment to the Denver region and to maintaining the elevated level of service that clients expect. We welcome Beverly to the Halbert Hargrove family."
For more information about Halbert Hargrove, visit www.halberthargrove.com.
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA, and has approximately $2B assets under management. For more information on Halbert Hargrove, including important disclosures relating to the 2016 rankings, please visit www.halberthargrove.com.
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SOURCE Halbert Hargrove