Helane Morrison’s Career In Finance Law And Portfolio Advisory

Helane Morrison’s job at Hall Capital Partners is to make sure the firm is complying with all investing and securities laws while managing the portfolios of high profile clients as well as non-profit groups and institutions. Hall Capital Partners is based in San Francisco and is currently run by CEO and Chairwoman Kathryn Hall, and its mission is to manage funds through an open and transparent process using sound investment principles. Morrison has helped guide this firm within the legal framework of investing for nearly 10 years. Prior to that she built quite a resume in practicing law and working with the SEC.

 

Morrison grew up in New York and originally considered going into journalism with the passion she had for writing, and she got a bachelor’s degree in the field from Northwestern University in Chicago. But she soon decided law was where she could excel the most in, so she got accepted to the University of California at Berkeley law school where she got her J.D. and also wrote for the California Law Review journal. After completing law school she started out as a clerk who assisted the Hon. Richard Posner at the US Court of Appeals Seventh Circuit, and then moved up to the US Supreme Court where she clerked for Justice Harry Blackmun during several hearings.

 

Morrison started her law practice in 1986 for a well-known San Francisco firm Howard, Rice, Nemerovski, Canady, Falk & Rabkin where she litigated cases relating to business practices and predatory financial cases. She also took cases involving espionage, fraud and other major areas. Her work at the firm was noticed by the SEC who wanted someone with her experience to join their enforcement team, so in 1996 she joined the SEC in the San Francisco division. Her work there consisted of tracking down embezzled funds, big corporations that tried to evade tax laws, and other major securities and investing violations. She moved up the ranks in the SEC from local office enforcer to Regional Director.

 

In 2007 she joined Hall Capital because she wanted to do more than just bring bad actors to justice. She wanted to make a difference by showing middle class investors that there were still people in the world of finance who cared about them and not just making money off of decisions. She also felt Hall Capital Partners brought a new face to the corporate world by having largely female executives there.

 

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