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Halbert Hargrove Relationship Managers Receive Professional Designations Through Firm's Continuing Education Program


December 2, 2015 - LONG BEACH, CA

LONG BEACH, CA--(Marketwired - December 02, 2015) -

  • Halbert Hargrove's continuing education program provides funding for advisors to pursue educational and professional development courses
  • Anthony P. Svarka CFP®, CPWA®, AIF® is a Certified Private Wealth Advisor® professional (CPWA®), a designation issued by the Investment Management Consultants Association®
  • Sathya Chey CFP®, AIF® has completed a Masters in Business Administration from the University Of Southern California Marshall School of Business

Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, CA and managing approximately $4 billion in client assets, is proud to announce the achievements of two of its Relationship Managers. Anthony P. Skvarka CFP®, CPWA®, AIF® has achieved a Certified Private Wealth Advisor® (CPWA®) designation, issued by the Investment Management Consultants Association® (IMCA®) in conjunction with The University of Chicago Booth School of Business. Sathya Chey CFP®, AIF®, has completed a Masters in Business Administration from the University Of Southern California Marshall School of Business.

Both designations are supported through Halbert Hargrove's continuing education program, an initiative that provides the resources for advisors to pursue educational and professional development curriculums. Certification courses are fully funded and college courses, such as an MBA, are reimbursed at each loan payment for the duration of the employee's affiliation with the firm.

"The wealth management industry is rapidly changing," said Cecilia Williams CFP®, AIF®, Director of Investment Operations and Chief Compliance Officer at Halbert Hargrove. "We started this program as a way to inspire and encourage our advisors to take hold of their future as wealth management professionals. In turn, our firm continues to stay at the forefront of best practice within the financial advising community."

Skvarka is a member of Halbert Hargrove's Wealth Advisory Committee and has worked in the investment profession for more than 20 years. In addition to the CPWA® designation, he holds a Bachelor of Arts in Business Administration from the University of San Diego, is a CERTIFIED FINANCIAL PLANNER™ and was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.

Chey earned her Bachelor of Arts degree in Business Administration Finance from California State University at Fullerton. She was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™.

Established in 1933, and with six offices spanning the western United States, Halbert Hargrove has experienced rapid growth in recent years, both in assets under management and geographic expansion. Earlier this year, the firm announced its plans to expand its offices to Orange County and hired two new employees to its Long Beach headquarters.

For more information about Halbert Hargrove, visit www.halberthargrove.com. For media inquiries, email HH@FicommPartners.com or call 917-636-4803.

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 $4B assets under management. For more information on Halbert Hargrove, including important disclosures relating to the 2014 rankings, please visit www.halberthargrove.com.

Jason Lahita
FiComm Partners
jason.lahita@ficommpartners.com
310-593-4222

Olivia Gagnon
FiComm Partners
olivia.gagnon@ficommpartners.com
917-636-4803

MarketWire

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