Halite In The News

11 Apr 2018
11 Apr 2018

Latest Halite hires: Ex-JP Asset Mgmt. exec and biz development head fresh off Hollywood hiatus

RIABiz | Dina Hampton

RIABiz featured Ric Butler, CFO and COO, in an article about his appointment to the firm in April It's been a busy spring on the hiring front at Halite Partners LLC, the upperhigh-net-worth RIA that broke away from Morgan Stanley last fall The latest for the Columbus, Ohio-based firm is a JP Morgan Asset Management poach As of April 4, Ric Butler is the chief financial officer and chief operations officer -- newly minted positions -- at the RIA helmed by former Morgan Stanley mega-producer Phil Shaffer Read the article...

Read More
08 Apr 2018
08 Apr 2018

FOR MANY INVESTORS, THE TECH ROUT IS ‘NOTHING TO LOSE SLEEP OVER’

The Wall Street Journal | Akane Otani and Lisa Beilfuss

Lee Caleshu, Chief Investment Officer, offers his thoughts on how to view the recent tech rout in the market, and if investors should be concerned “What happens in bull markets is that pullbacks become smaller and smaller,” said Lee Caleshu, chief investment officer at Halite Partners in Columbus, Ohio “That works until it doesn’t” In particular, he said he is concerned about the concentration of technology stocks in the market, as well as the potential regulatory risks facing companies like Facebook, Amazon and Tesla Inc Read...

Read More
04 Apr 2018
04 Apr 2018

Halite Partners Names Ric Butler CFO and COO

Former J.P. Morgan executive to oversee financial, operational and administrative functions

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...

Read More
16 Mar 2018
16 Mar 2018

HALITE FOCUSES ON INSTITUTIONAL-STYLE SERVICE FOR WEALTHY INVESTORS

Financial Advisor IQ | Rita Raagas De Ramos

Financial Advisor IQ does a deep dive into Halite’s unique differentiators: its ability to provide high-net-worth investors with institutional-quality investments, its ability to provide both investment management and financial planning, and its plans to become an acquirer of RIA firms “We do think it’s a big differentiator – our ability to do portfolio construction, risk analysis, true investment management That’s very different from the capabilities of a lot of the RIAs,” says Cook, who earlier in his career was the head of...

Read More
09 Mar 2018
09 Mar 2018

‘JET’-SETTING GENERAL COUNSEL DITCHES CORPORATE LAW TO JOIN HIGH-POWERED COLUMBUS FAMILY OFFICE

RIABiz

RIABiz featured Nicci Harrell Hicks, director of wealth services, in an article about her and Kevin Kale’s appointments to Halite in March Seeing an article about a newly established RIA in her local Columbus, Ohio paper last summer -- one that vowed to employ a "transformative" fiduciary model to serve upperhigh-net-worth families -- she made a cold call to the firm's CEO  '[I wanted] a more personalized and meaningful impact" on clients' lives than corporate law could provide, Hicks explains in a statement Read the article...

Read More