HomeWealth ManagementCentered at the Long run: JC Abusaid on Being Fearless

Centered at the Long run: JC Abusaid on Being Fearless


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In the newest episode of the brand new podcast sequence, Centered at the Long run, veteran trade chief Suzanne Siracuse talks with JC Abusaid, CEO of Halbert Hargrove, at the significance of useful collaboration, being fearless on tradition, purchasers and groups, and shooting a shopper’s loyalty for the longer term.

In particular, JC discusses:

  • How destiny and endurance landed his dream process
  • How his “no fences” manner led him to development a hit groups
  • Dealing with war via constant conversation and function readability
  • The significance of documenting your company’s tradition technique
  • His company’s distinctive method to running with purchasers. 

Assets:

Attach With Suzanne Siracuse:

Attach With JC Abusaid:

JC Abusaid is a speaker at RIA Edge West, to be held Sept. 27-29, 2023, on the Ritz Carlton in Marina del Rey, Calif. Sign in to wait now

About Our Visitor: 

As CEO and President of Halbert Hargrove, JC is guiding the company expectantly into the longer term. Execution and operational excellence are his bywords; we imagine him our glue. He officially took the helm of CEO in December 2021. For a few years, running along Chairman and HH founder Russ Hill, JC has had the privilege to be concerned about maximum sides of the company, and has loved being a part of HH’s enlargement and luck.

JC enjoys the dynamic nature of his function: “I love fixing large demanding situations,” he says. He joined HH as Operations Supervisor in 1996 and was once named President and Leader Running Officer in 2010.

JC earned his Bachelor of Science in Industry Management with a Finance emphasis from the Colegio de Estudios Superiores de Administracion in Bogota, Colombia, and his MBA from College of Redlands College of Industry. He was once awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation via the College of Pittsburgh-affiliated Heart for Fiduciary Research.

In 2016, JC was once a part of Stanford College’s pioneer cohort in incomes a LEAD Certificates in Company Innovation from Stanford Graduate College of Industry. In 2021, he was once once more a part of an inaugural magnificence, this time in participating in BlackRock’s first Rising Chief Lab.

Married to Ruth for greater than 30 years, JC is dad to Nico and Isabella – and a Boston Terrier named Lola. After a decade-long odyssey of breaking flooring and overcoming an absurd choice of stumbling blocks, JC is worked up to record that the Abusaid circle of relatives after all took up place of abode of their Laguna Seashore house in 2021. JC’s dedication to exercising and maintaining a healthy diet is famous; name him a well being freak, and he’ll take it as a praise. Outdoor of the place of job, you’ll to find him working, mountain cycling, wakeboarding, and skiing.

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