April 4, 2018 – Columbus, Ohio – Halite Partners (“Halite”), an SEC registered investment adviser, today announced the appointment of Ric Butler to Chief Financial Officer and Chief Operations Officer. In these newly-created positions, Mr. Butler will oversee the company’s financial, operational and administrative functions and systems to ensure optimal results and profitability.
“Ric is an established industry leader with a proven ability to organize, manage and implement change across large business teams. His background and expertise in the institutional market will greatly benefit our clients, and we look forward to his contributions to the growing Halite team,” said Phil Shaffer, Founder and Chief Executive Officer. “Halite is able to offer its employees equity ownership, enabling us to attract exceptional talent, and having Ric join the firm is a testament to our unique vision.”
Mr. Butler joins Halite from J.P. Morgan Asset Management, where he held positions of increasing responsibility over 20 years, most recently as Managing Director, Senior Business Manager for the U.S. Midwest locations for the Global Fixed Income, Currency & Commodities business. Serving in that capacity from 2011 to 2018, he assisted and advised the global COO and regional CIOs on business strategy, planning and executing tactical and strategic initiatives, financial planning, business measurement and metrics, and project management/oversight.
“Halite’s expertise in the institutional marketplace is unmatched, and I look forward to applying my background and business strategy to help Halite grow and serve new clients,” said Mr. Butler. “I am honored to join the Halite team and help provide both institutions and high-net-worth investors with the financial planning and investment management they deserve.”
Mr. Butler started his new position on Wednesday, April 4, and is based out of Halite’s Columbus headquarters. He reports to Norm Cook, President and Chief Marketing Officer.
For more information, please visit Halite’s website at www.halitepartners.com.
About Halite Partners
Halite Partners is committed to creating revolutionary investment advisory and planning services for families and institutions. Founded to provide a new level of transparency and investment freedom, Halite implements cutting-edge strategies with a commitment to delivering best-in-class solutions and services. Halite removes barriers many investors face, helping them preserve and enhance financial strength from one generation to the next.
Halite Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only and is not to be construed as an offer or a recommendation to buy or sell a security.