Kelli Kiemle

Managing Director of Growth and Client Experience at Halbert Hargrove

Speaker

Kelli Kiemle, AIF®, is the Managing Director of Growth and Client Experience at Halbert Hargrove, a financial advisory firm headquartered in Long Beach, CA, with ~$3B in assets under management. In her role, she sets the tone for the quality and character of Halbert Hargrove’s client service relationships and focuses on fostering the firm’s growth. Her oversight includes the firm’s wide-ranging marketing and communications initiatives and sales efforts. One of these initiatives includes Halbert Hargrove’s mentorship program, for which she won the Excellence in Mentorship & Allyship Award for in 2023.

Kelli earned her Bachelor of Science degree in Business Administration-Business Communication/Marketing from the Marshall School of Business at the University of Southern California in 2006. She earned the designation of ACCREDITED INVESTMENT FIDUCIARY™ from the University of Pittsburgh-affiliated Center for Fiduciary Studies.