Among the money managers based in Bay Area, I consider Hall Capital to be one of the most successful and largest in the area with the $24 billion assets currently under its management. I view their strong returns as the heart of the success behind this company but the CEO, Kathryn Hall thinks otherwise. Going by her sentiments, I understand why she claims that the diversity of the firm as far as education, gender and backgrounds are the ingredients that enable her to do what she is able to do best and that is making more money for her own clients.
This investment firm in San Francisco was founded in the year 1994 and is charged with managing money for some of the most successful families based in Bay Area. I am aware that some of the clients include the late Warren Hellman who was a financier and founder of the private equity firm in San Francisco known as Hellman & Friedman. Other notable clients I saw include John Fisher, the Gap Founder’s son.
About Helane Morrison
Helane L. Morrison is the Managing Director, Chief Compliance Officer and General Counsel at Hall Capital Partners LLC. She also plays the role of a member in the Executive Committee of the firm. Before she joined this firm in 2007, Helane was the head at the San Francisco Office of Securities and Exchange Commission (SEC) (1999-2007). She was in charge of litigation, securities enforcement and regulatory matters that touched Northern California and other 5 Northwest States. From 1996- 1999, she was the enforcement head in charge of the SEC office, San Francisco. She was charged with representing the SEC in business, legal and financial societies with the news media and other agencies of the government.
Earlier, Ms. Morrison had practicing law at the Law firm of Howard, Rice, Nemerovski, Canady, Falk & Rabkin, San Francisco (1986-1996). She became a partner in the year 1991. Her practice concentrated on defending the actions of private securities and SEC issues and also business litigation. She was also charged with conducting investigations of an internal corporate nature. She also worked as a Supreme Court law clerk for Justice Harry A. Blackmun from 1985-1986 and also Hon. Richard A. Posner, U.S. Court of Appeals (1984-1985). She is a member of the Regional Parks Foundation Board and the American Bar Association’s Hedge Fund Subcommittee. She holds B.S. in Journalism (Northwestern University) and a J.D. (University of California at Berkeley, the School of Law).
Check out Helane Morrison profile on LinkedIn.