Halo Investing

Halo Investing Employee Directory

Financial ServicesUnited States51-200 Employees

Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide. Headquartered in Chicago and with employees worldwide, we’re democratizing access to investment solutions that were previously unavailable to most investors.

Our marketplace connects financial advisors and investors to protective investment products offered by leading global financial institutions, including structured notes, SMAs, and annuities. 

Important Disclosures: https://haloinvesting.com/disclaimer/.

Find Halo Investing employees' phone numbers or email addresses

Halo Investing Global Highlights

Location
Employees

North America
118

Minus sign iconPlus sign icon
  • United States Of America
    118

Asia
9

Minus sign iconPlus sign icon
  • India
    7
  • United Arab Emirates
    2

Europe
5

Minus sign iconPlus sign icon
  • Hungary
    2
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Serbia
    1

Africa
2

Minus sign iconPlus sign icon
  • South Africa
    2

Halo Investing's Leadership

  • Stylized image of a person
    S. H.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    C. W.
    Head Of Asset & Wealth Management
    Phone icon
  • Stylized image of a person
    F. A. R.
    Head Of Risk & Compliance
    Phone icon
  • Stylized image of a person
    A. K.
    Head Of Enterprise - Emea
    Phone icon
  • Stylized image of a person
    J. G.
    Head Of Halo Investing Insurance Services
    Phone icon
  • Stylized image of a person
    P. P.
    Head Of Ai Strategy
    Phone icon
  • Stylized image of a person
    A. M.
    Head Of Operations & Client Experience - South Africa
    Phone icon
  • Stylized image of a person
    M. S.
    Executive Assistant To President & Chief Executive Officer
    Phone icon

Halo Investing Employee Metrics

100%
50%
0%
2025
2024
  • Engineering
  • Operations
  • Sales
  • Product Management
  • Analytics
  • Other
  • Customer Success

Contact profiles from Halo Investing

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Region Vice President
    Phone icon
    Oct 25, 2025
  • Stylized image of a person
    A. M.
    Head Of Operations & Client Experience - South Africa
    Phone icon
    South AfricaWestern Cape
    Nov 13, 2025
  • Stylized image of a person
    G. D.
    Regional Vice President
    Phone icon
    United States
    Nov 12, 2025
  • Stylized image of a person
    J. M.
    Director Of Sales - Annuities
    Phone icon
    United StatesColorado
    Oct 20, 2025
  • Stylized image of a person
    C. H.
    Regional Director
    Phone icon
    United StatesConnecticut
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Lead Ui/Ux Designer
    Phone icon
    United StatesVermont
    Nov 11, 2025
  • Stylized image of a person
    C. S.
    Relationship Manager
    Phone icon
    Oct 25, 2025
  • Stylized image of a person
    G. W.
    Manager - Annuities
    Phone icon
    United StatesFlorida
    Oct 25, 2025
  • Stylized image of a person
    I. Z.
    Product Manager
    Phone icon
    United StatesNew York
    Sep 19, 2025
  • Stylized image of a person
    I. R.
    Product Manager
    Phone icon
    Hungary
    Oct 11, 2024

Frequently Asked Questions

What is Halo Investing known for?

Minus sign iconPlus sign icon
Halo Investing was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 200 W. Jackson St, Floor 18 Chicago, Illinois 60606, US; you can contact the main corporate office by phone at . Explore Halo Investing's company overview page for more information.

What is Halo Investing's most common email format?

Minus sign iconPlus sign icon
Halo Investing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halo Investing email formats with LeadIQ.

How many employees does Halo Investing have currently?

Minus sign iconPlus sign icon
Halo Investing has approximately 121 employees as of October 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Halo Investing's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2025, Halo Investing's key employees include:

  • Chief Executive Officer: S. H.
  • Head Of Asset & Wealth Management: C. W.
  • Head Of Risk & Compliance: F. A. R.
  • Head Of Enterprise - Emea: A. K.
  • Head Of Halo Investing Insurance Services: J. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.