Helane Morrison began her professional career by practicing law at Howard, Rice, Nemorovski, Canady, Falk & Rabkin from 1986-1996. In this law firm, she was eventually promoted to partner in 1991. Her work here included business litigation, defense of private securities, and SEC matters. Eventually, she moved away from law practice and joined regulatory committees that governed how the financial industry operated.
In 1999, Morrison led the San Francisco Office of the Unite States Securities and Exchange Commission. She was in this position until 2007, where she enforced securities, litigation matters, and regulatory compliance within her jurisdiction. At the peak, she handled the matters of up to five states in the Northwest surrounding California. The most notable cases she handled were fraud cases that involved top executives at major companies such as Google, Hewlett-Packard, NextCard Inc, and HBO. In addition, she exposed the malpractices of an insurance company called American Amicable which served over 50,000 military personnel.
Using her prior experience, Helane eventually moved on to Hall Capital in 2007. Hall Capital is one of the largest advisory firms in San Francisco. In this firm, Helane Morrison holds a position as a member of the company’s Executive Committee and is the Chief Compliance Officer.
Throughout her time in the industry, Helane Morrison has gained in-depth knowledge of what happened following the economic crash of 2008. People began to lose faith in the financial industry because of the way the top executives and leaders of the biggest firms handled their money and the situation at the time. People began taking back the money into their own hands, leading to a stagnant environment.
Helane Morrison has made it her personal mission to fix this issue. She entered into the ring to rescue the public and enforce accountability, integrity, and regulatory compliance. She is sharp, firm and hardworking. She puts her unique skill set to work for her clients by ensuring that they are working with only the most safe firms that she offers. She and her team personally comb through brokerage firms, financial advisers, and mutual fund advisers in order to make sure that they are legitimately concerned with her clients well being.
Overall, Helane Morrison is personally involved in the best financial decisions for her clients. She understands where the industry went wrong eight years ago and is determined to gain back the trust of the public. She dedicates her time to this mission.