HALO INVESTMENT SERVICES, LLC of MANHASSET, NY is an SEC-registered investment adviser (CRD 325613). Regulatory assets under management: $60.0M.
Compensation: % of AUM.
Clients served: Charities, Other.
| Name | Role | Location |
|---|---|---|
| Walter Alan Gilmore | CHIEF COMPLIANCE OFFICER | Pennington, NJ |
| James Patrick Fortescue | ELECTED MANAGER | — |
| Kristopher Robert Konrad | ELECTED MANAGER | — |
| Jason M Barsema | OWNER | — |
| Sunny Kulathaka | OWNER | — |
| Elizabeth Sunny Kulathakal | OWNER | — |
| Christopher Churchman Warren | HEAD OF ASSET & WEALTH MANAGEMENT | — |
| Dennis Monohan | HEAD OF INVESTMENT SOLUTIONS | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| QUALIO TYLER DAVID | MEMBER | — |
| CONDON EDWARD REGIS | CEO | — |
| BARSEMA JASON M | OWNER | — |
| KULATHAKA SUNNY | OWNER | — |
| KULATHAKAL ELIZABETH SUNNY | OWNER | — |
| MADALONE FRANK THOMAS | CEO; CHIEF EXECUTIVE OFFICER | — |
| WARREN CHRISTOPHER CHURCHMAN | HEAD OF ASSET & WEALTH MANAGEMENT | — |
| MONOHAN DENNIS | HEAD OF INVESTMENT SOLUTIONS | — |