Kylie Schwartz

About Kylie Schwartz

As your life evolves, so should your financial strategies. At Halbert Hargrove, we help you navigate each new milestone, aspiration, challenge, and opportunity by balancing investment risk and reward to fit your unique life circumstances. We strive to understand your resources, commitments, and life goals through fearless conversations. Our goal is to help you feel confident and supported through every stage of life, from taxes to retirement to estate planning and more. Your dedicated team of financial professionals are there for all of life\'s uncertainties and challenges. We work together to help you achieve a fearless pursuit of well-lived todays and tomorrows for you and those you love. Learn more about how we can help you make confident financial decisions for a secure financial future at

Experience

1. Operations Analyst

   Halbert Hargrove

   May 2025 — Present

   As an Operations Analyst, I take care of a host of diverse details and responsibilities for the firm. My role includes oversight of Halbert Hargrove’s CRM, Portfolio Management System and Document Management System- along with ensuring that we continue to follow best practices as a fiduciary. I maintain open communication with associates, following through on all operational and technical matters which include trading & analytics, money movement, and working with our Custodial partners. This allows the firm to better serve our clients and help them feel understood, supported, and confident.

Education

• Los Medanos College

  Associate of Science - AS, Business Administration and Management, General

• California State University, Long Beach

  Bachelor of Business Administration - BBA, Finance, General

  2023