In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.

He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.

If you want to see what true integrity in wealth management looks like, this is an episode you won’t want to miss.

Connect with us below!

• JC Abusaid on LinkedIn
• Halbert Hargrove
• Brodrick Lothringer on LinkedIn 
• FP Transitions

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