Mark CFA

Advisory Board Member at Halo Investing - Chicago, IL, US

Mark CFA's Contact Details
HQ
312-586-2790
Location
Company
Halo Investing
Mark CFA's Company Details
Halo Investing logo, Halo Investing contact details

Halo Investing

Chicago, IL, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.Important Disclosures: https://haloinvesting.com/disclaimer/

Finance Protective Investing Financial Technology Investment Management Structured Products Changing the World
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Frequently Asked Questions about Mark CFA
Mark CFA currently works for Halo Investing.
Mark CFA's role at Halo Investing is Advisory Board Member.
Mark CFA's email address is ***@haloinvesting.com. To view Mark CFA's full email address, please signup to ConnectPlex.
Mark CFA works in the Investment Management industry.
Mark CFA's colleagues at Halo Investing are Daihee Cho, Matthew Rosenberg, Steven Gore, Kevin Doyle, Christina Horcher, Morgan Chessick, Sam Hellal and others.
Mark CFA's phone number is 312-586-2790
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