JC Abusaid

Chief Executive Officer at

Halbert Hargrove Global Advisors LLC

Finance

Consumer Services

Profile

Mr. John C.
Abusaid is a Chief Executive Officer & President at Halbert Hargrove Global Advisors LLC.
He is guiding the firm confidently into the future.
Execution and operational excellence are his bywords.
He formally took the helm of CEO in December 2021.
For many years, working alongside Chairman and HH founder, he has had the privilege to be involved in most facets of the firm, and has enjoyed being part of HH’s growth and success.
He joined HH as Operations Manager in 1996 and was named President and Chief Operating Officer in 2010.
Mr. Abusaid was previously employed as a Manager by First American Trust Co. He earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administracion in Bogota, Colombia, and his MBA from University of Redlands School of Business.
He was awarded the Accredited Investment Fiduciary designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.

JC Abusaid 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 Executive Officer	01/12/2021

All active positions of JC Abusaid

Former positions of JC Abusaid

Companies	Position	End
First American Trust Co. First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing.	Corporate Officer/Principal	31/12/1995

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Training of JC Abusaid

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Linked companies

Private companies	4
First American Trust Co. First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing.	Finance
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
University of Redlands University of Redlands Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Colegio de Estudios Superiores de Administración Colegio de Estudios Superiores de Administración Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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