My name is Helane Morrison. I work for Hall Capital Partners LLC, a large investment firm in the Bay Area that is currently managing assets worth over twenty -four billion dollars. We manage assets for some of the wealthiest individuals and families in this region. Some of our clients include the late Warren Hellman who established Hellman and Friedman, a private firm that deals with equity. Another of our clients is John Fisher, whose father founded Gap, the clothing line, who we aid in managing his family’s wealth.
I am the managing director as well as the firm’s general counsel. I also serve as the chief compliance officer for the firm. I have worked at Hall Capital for the last five years. Previously, I worked as a daily newspaper reporter in South Florida and then practiced law at a San Francisco law firm where I dealt with business litigation and defended private securities before rising through the ranks to become partner. Later, I worked at the Securities and Exchange Commission (SEC) in the capacity of District Administrator and also as Regional Director. Here I dealt with enforcing security, litigation and regulation for California and Northwest states. I then moved to San Francisco where I headed the Security Exchange Office dealing majorly with enforcement.
Our success at Hall Capital can be attributed not only to our strong returns, but also to our ability to conduct our services differently when compared to other financial firms. At Hall Capital, for instance, we have committed ourselves over the years to employ a workforce that is diverse not only in terms of background and educational qualifications, but also in terms of gender. There are three women at the helm of Hall Capital’s leadership. I am one of the three. The others are CEO and co-chief investment officer, Kathryn Hall and Sarah Stein, the firm’s president. Having three women in leadership is one of the fruits of these diversification efforts. This is making our firm attractive to the women workforce. In other firms, for instance, women are so scarce that they have to hold meetings specifically for women so that they don’t feel left out. Further, we have endeavored to create a work environment that promotes interaction and collaboration. These two attributes are important in running our affairs. As a testament to that, we have created open offices where anyone is allowed to come in. Due our different approach in offering financial services, we believe that our current success is only beginning.