Category Archives

3 Articles

Women in Business/Wine

Julia Jackson Knows Wine and Also Life With the ‘Cambria Seeds of Empowerment’ Non-profit Organization

Posted by eastcoop on

Fifty of London’s finest connoisseurs and buyers of fine wine attended a wine tasting set up by the Jackson Family Wines to showcase the release of their 2012 vintage of Vérité from their Sonoma County vineyard. Their Vérité La Joie, which is primarily a Cabernet with a little Bordeaux mixed in, stood toe to toe with Napa’s best and rather costly Cabernet wines of the 2005 vintage. When the votes came in, the Jackson Family Wines’ Vérité ended in a tie with Screaming Eagle though a few said that their preference would tend to lean towards the Vérité.

Julia Jackson, Spokesperson for the Jackson Family Wines and very much involved in many aspects of the business, was in attendance at the event. She spoke about the vineyards of Sonoma mentioning that normally when people hear of Sonoma County they think Pinot Noir and Chardonnay; but she feels the area produces the best in Cabernet wines.

Julia Jackson earned a Bachelor of Arts degree from Scripps College graduating in 2010 and further education at the Stanford Graduate School of Business being presented with a Certificate of completion and achievement for General Management in the same year. The formal education in basic business was she need as she grew up learning all about vineyards and wine making in a family business that also is known by different trademarks including La Crema, Freemark, Abbey, and Murphy-Goode as well as others

Another aspect of Julia Jackson is that despite growing up in a thriving and successful family business; she is aware that other people’s lives can be very different. With her mom being a major business force in the wine industry; She was inspired to start a non-profit organization named ‘Cambria Seeds of Empowerment’ with a focus on women who have experienced hardship but, did not give up, eventually making something of themselves and then helping their community. To this end, sometimes referred to as the ‘Women Warrior’ project, the Cambria Seeds of Empowerment funds other non-profit of the same mind with grants that total $100,000.00 per year.

Women in Business

Crusader for Fair Financial Practices: Helane Morrison

Posted by eastcoop on

Helane Morrison is the role model for the hard working businesswoman. She currently holds three top executive spots at Hall Capital Partners: General Counsel, Managing Director, and Chief Compliance Officer. Hall Capital Partners is one of the most successful investment companies in San Francisco and it is run completely by women. She joined the firm in 2007, during a tough time for trust in the financial industry.


Before she joined the firm, she was the head of the San Francisco SEC office from 1999 to 2007. She was head of enforcement for the same office. She has worked as law clerks to judges in the Supreme Court and Court of Appeals. She also practiced private law where she became partner at Howard, Rice, Nemerovski, Canady, Falk & Rabkin. Her whole career has been dedicated to working tirelessly to ensure fair and honest business dealings.


She joined Hall Capital in an effort to help regain the public’s trust in the finance industry after the economic crisis of 2007. Investors didn’t trust many financial people due to the shady and illegal dealings that lost people so much money.


As a chief compliance officer, Helane Morrison was able to make sure that businesses complied with laws and regulations, which made their dealings fair and honest. During her time as a lawyer, she was able to fight against corrupt individuals to protect the public’s interest. Now, Helane Morrison has brought all that experience together to Hall Capital Partners, where she serves in positions that she has great experience in.

Women in Business

Chief Risk Officers Adopting New Roles

Posted by eastcoop on

Chief risk officers have growing roles just as financial companies are taking a broader view of risks. The financial firms have high expectations of chief risk officers since they expect them to come up with strategic leadership. Previously, chief risk officers (CRO) were more important in the insurance firms. However, they gained more importance in the financial services sector after the financial crisis in 2008.

CROs have the responsibility of identifying, observing and mitigating risks. They detect and mitigate credit risks, operational risks and market risks. They also manage to greater extent compliance, reputation and conduct risk. CROs should have the ability to report up and down. They should possess leadership skills to help them manage relationships. Sometimes former regulators are appointed as risk managers. Though CROs are still a rare breed, the trend is changing. When new products are developed, CROs should be consulted so that they are involved in the innovations.

About Helane L. Morrison

Helane is the managing director and chief compliance officer of Hall Capital Partners LLC. Helane is a member of the executive committee of the company. She joined the firm in 2007. Previously, she was working with the Securities and Exchange Commission as the head of San Francisco. She worked at the commission from 1999 to 2007. Being the regional direct, Helane oversaw the securities enforcement, regulatory matters in North Carolina and litigation. She headed the implementation for the securities commission office in San Francisco from 1996 to 1999.

According to an article, Helane was a law practitioner at a Francisco law firm from 1986 to 1996. Her practice at the law firm was basically on business litigation and protection of private securities and securities exchange commission issues. She is a member of various boards such as Hedge Fund Subcommittee and Regional Parks Foundation. She is a speaker on issues concerning legal matters affecting private funds and compliance issues.