CEO and President
Halbert Hargrove
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.
You’ve heard the possibilities and seen the power of AI in action—but real transformation depends on more than great technology. Success comes down to execution. In this closing panel, industry leaders will share best practices for implementing AI solutions across financial planning and wealth management firms. From aligning leadership and building internal champions, to training teams and integrating AI into daily workflows, this session will provide a roadmap for turning inspiration into adoption. Walk away with practical strategies to ensure your firm doesn’t just talk about AI innovation—it lives it.