CHICAGO, February 2, 2022 /PRNewswire/ — Halo Investing, Inc. (“Halo”) is pleased to announce that Terry Jenkinsformer Chairman of KeyBank Wealth Management and former President and CEO, US Wealth Management of BMO Harris Bank in Chicago, joined as a member of the company’s advisory board. Halo is an award-winning technology platform for protective investment solutions. Through the Halo platform, financial advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs and annuities, as well as a suite of tools to educate, analyze, customize, execute and manage the most appropriate protective investment product. for their wallets.
Mr. Jenkins has deep experience across all segments of the wealth management business and across banking, RIA and broker-dealer channels. He is also known for his customer-focused approach that includes technology solutions.
“Modern digital solutions and technology are now a requirement in the financial industry. Done right, it provides both trust and confidence to customers. Halo is a financial technology leader that does just that. cutting-edge offers wealth management providers a range of investment protection solutions like no other,” says Terry Jenkins.
“Terry is one of the top leaders in the field of wealth management. He is a strategic thinker who understands the technical nature of the profession, the importance of disciplined execution and the value of relationship building. with customers,” said Jason Barsema, co-founder and president of Halo. “Halo is grateful to have him on the impactful and important journey we are on and his banking expertise, reputation and tech-forward mindset are great assets. “
Terry Jenkins joins a distinguished set of advisors on the Halo Advisory Board, including Jeb Bush43rd Governor of Florida, author and founder of ExcelinEd; Dr. Neal M. Soss, former Vice President, Investment Strategy and Research, and Global Chief Economist of Credit Suisse Group AG; and Jack Selbyfounding member of PayPal and managing partner of Thiel Capital Management.
Mr. Jenkins retired from Key Private Bank in 2021, ending a six-year association with the Bank. During his tenure, Mr. Jenkins led all aspects of KeyBank’s wealth management business, including Key Private Bank, Key Family Wealth, Key Investment Services and Key Institutional Advisors.
Prior to KeyBank, Mr. Jenkins spent 14 years at BMO Harris Bank in Chicago, where he ran every wealth management business in the United States, including a large family office platform, a national high net worth firm and a very affluent broker. He was also a business leader for all private banking businesses based in Canada, including asset management, trust and banking.
Mr. Jenkins also led wealth management activities at the Royal Bank of Canada for 12 years, including global banking, trust and investment management, serving Canadian clients operating around the world.
Mr. Jenkins received his Bachelor of Arts from the University of Torontowith a major in Commerce, and her Masters in International Management from McGill university in Montreal.
About Halo Investing
Halo Investing is an award-winning technology platform for protective investment solutions. Based at Chicagowith offices at Abu Dhabi, Zürich, dubaiand SingaporeHalo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission that emphasizes “impact before profits,” providing access to impactful investment opportunities previously unavailable to most investors. Through the Halo platform, financial advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs and annuities, as well as a suite of tools to educate, analyze, customize, execute and manage the most appropriate protective investment product. for their wallets. Halo has received a growing number of accolades and was recently named one of Fast Company’s Ten Most Innovative Companies of 2021. For more information, please visit: http://www.haloinvesting.com
Halo Investing is not a broker/dealer. ered securities through Halo Securities LLC, an SEC-registered broker/dealer and Member FINRA/SIPC. Halo Securities LLC is affiliated with Halo Investing. Halo Securities LLC acts only as a distributor/sales agent and does not endorse structured note products.
Halo Public Relations [email protected]
SOURCE Halo Invest