The Chief Compliance Officer of Hall Capital Partners, Helane Morrison, has gone on the record to describe the process of how people began to lose faith and trust in the financial industry since the economic crash of 2008. She is also a member of the company’s Executive Committee, and it advises Hall Capital as one of the largest advisory firms in San Francisco.
People began to put finances in their own hands because they felt cheated and corrupted from the economic crash. Hall Capital, led by Helane Morrison, however, has come to save the public by forcing accountability and integrity among the major players of the financial hearings. Hall Capital has made it its’ mission to ensure that major financial firms are abiding by regulatory compliance on all transactions and moves.
Much like the mission statement of Hall Capital, Helane Morrison is much like her company in this regard. She is assertive and firm but puts her clients before anything else. She requires that every investment made is in the best interest of the clients and is solid both financially and ethically. To follow through on this goal, Morrison and her team thoroughly comb through every financial adviser, brokerage firm, and mutual fund adviser that she suggests to her clients portfolio. She has strict requirements that they must meet in order to work with her. Only the best of the best may work with her clients’ money.
Her team does more than just investigate before any action is taken though. If any foul play is suspected with her clients’ money, she and her team will work to enforce any disciplinary action that is required among the choices she made. She is insistent on correction practices and pressing criminal charges when necessary.
Helane Morrison has a successful record in the financial service industry. Prior to working at Hall Capital and joining the team in 2007, she was the leader of the San Francisco Office of the United States Securities and Exchange Commission. She held that position for nearly ten years and during her tenure there, she led the enforcement of securities, litigation matter, and regulatory compliance. At most, she handled the financial industry of five states in and around California.
Overall, Morrison will work for her clients like no other advisory firm leader would. She works to ensure that every investment she suggests will work for her clients and not against them.