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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

JC Abusaid
CEO and President at Halbert Hargrove
Speaker

Profile

JC Abusaid is the CEO and President of Halbert Hargrove, a wealth advisory firm founded in 1989. JC 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 the University of Redlands School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. In 2016, JC earned a LEAD Certificate in Corporate Innovation from Stanford Graduate School of Business, and in 2021, he took part in BlackRock’s first Emerging Leader Lab.

In addition to his leadership responsibilities, JC is a member of the Forbes Business Council, where he regularly contributes his insights on leadership, mentorship, and more. He is also a member of the Envestnet RIA Client Advisory Board and serves on the executive committee of the Net Positive Consortium in Wealth Management.

Agenda Sessions

  • Winning the War for Next-Generation RIA Talent

    4:35pm