![Cecilia Williams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Cecilia Williams
Chief Operating Officer at
Halbert Hargrove Global Advisors LLC
Profile
Ms. Cecilia T.
Williams is a Chief Operating Officer at Halbert Hargrove Global Advisors LLC.
Ms. Williams manages the day-to-day operations of the firm.
Her role requires a deep understanding of clients’ needs as well as HH’s internal operations.
Some of her responsibilities include recruiting and managing the firm’s wealth advisor and operations teams specifically, fostering an environment of exemplary client service.
She received her Bachelor of Science degree in Business Administration of Finance from The California State University and an MBA from USC Marshall School of Business.
Cecilia Williams 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 Operating Officer | 01/12/2021 |
Former positions of Cecilia Williams
| Companies | Position | End |
|---|---|---|
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. | Trading-Equity | 30/06/2011 |
Training of Cecilia Williams
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
91
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
USC Marshall School of Business
 USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Cecilia Williams
