Who we are
Halo is an award-winning platform that disrupts how investment portfolios are built by democratizing access to protective investment solutions.
At Halo, we are driven to improve financial outcomes for all investors. We created the Halo Marketplace to democratize access to protective investing, making some of the most historically successful investment vehicles available to everyone.
Halo in numbers
100+
talented
professionals
40+
global banks
& insurance partners
(As of 4Q23)
Our story
Head-quartered in Chicago, with offices in Zurich and Abu Dhabi, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015. With over 40 global banking and insurance partners, and customers on four continents, Halo has created the first marketplace for connecting the buy and sell-side of protective investments. Halo’s early business model was focused on the idea of a flexible exchange options platform. In fact, Halo helped launch the first exchange-traded binary options in partnership with the New York Stock Exchange.
The need soon emerged for investors to have another option as middleground between stocks and bonds—Structured Notes. Banks, the main issuers of Structured Notes, also had difficulty serving more clients because of the highly manual time consuming process that was involved. As a result, the Structured Notes platform was born.
Halo’s executive leadership
Matt Radgowski
CEO
Jason Barsema
President, Co-Founder
Biju Kulathakal
Co-Founder
Tom Belka
Chief Financial Officer
Alex Rabinovich
Christine Friese
Chief Human Resources Officer
Vlad Moldavskiy
Head of Growth
Kyle Markham
Rozi Bhimani
General Counsel
Be part of a
growing team
We have an exciting, fast-growing business. We focus on amazing talent, collaboration and mentorship.
Plus, we’re hiring!
Be part of a growing team
We have an exciting, fast-growing business. We focus on amazing talent, collaboration and mentorship.
Plus, we’re hiring!
Halo makes headlines
All the latest on the leading protective investing marketplace
Fed Holds Rates Steady at 23-Year High: What the Experts Are Saying
Kiplinger • May 2, 2024
Customizing Your Client’s Assets with Structured Notes
Animal Spirits Podcast • August 18, 2023
Firm Looks To Bring Structured Notes To Retail Investors
Financial Advisor Magazine • April 22, 2024
What to Consider When Making an Investment in Private Alternative Assets
Nasdaq Trade Talks • April 15, 2024
Halo Investing Named 2023 World’s Most Innovative Companies
Fast Company • March 2, 2023
Halo Investing Chosen as Winner at 2020 Red Herring Top 100 North America
Halo Journal • November 17, 2020
Halo Named a Finalist for the WealthManagement.com "Wealthies" Awards
WealthManagement • June 1, 2023
Halo's Co-Founder & President, Jason Barsema, named to Chicago's Titan 100 List 2024
Titan 100 • November 9, 2023
BMO and Halo to Provide Canadian Advisors with First-of-its-Kind Structured Notes Platform
Halo Journal • September 25, 2023
Halo Appoints Matt Radgowski as the New CEO
Halo Journal • June 27, 2023
Key Private Bank Selects Halo Investing for Access to Structured Notes Program
Halo Journal • March 13, 2023
Halo Investing Launches the Industry’s First Multi-Manager Structured Note SMA Marketplace
Halo Journal • March 14, 2023
There’s the hard way, and the Halo way
