Halite In The News

06 Mar 2018
06 Mar 2018

PROMINENT OHIO INVESTMENT MANAGER OPENS OFFICE IN PALM BEACH

South Florida Business Journal | Keith Larsen

The South Florida Business Journal profiles Halite’s Palm Beach, FL office expansion and how it mirrors a larger trend of money managers opening offices in Palm Beach County An Ohio investment management firm has opened an office in Palm Beach, signaling that Palm Beach County is increasingly becoming an attractive destination for big money  Columbus, Ohio-based Halite Partners officially opened its second office Tuesday CEO Phil Shaffer was previously a managing director at Morgan Stanley, where his team managed about $4 billion in...

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06 Mar 2018
06 Mar 2018

Halite Partners Expands With Two Senior-Level Appointments; Growing RIA also officially opens Florida office

Halite Partners

Halite Partners (“Halite”), an SEC registered investment adviser, today announced the appointments of Kevin Kale to Director of Business Development and Nicci Harrell Hicks to Director of Wealth Services These new hires demonstrate Halite’s ability to attract the top talent to provide best-in-class solutions and services through a transformative model In addition to the appointments, Halite officially opened its office in Florida “Halite is committed to providing our clients with top-tier, investment management and wealth planning...

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22 Feb 2018
22 Feb 2018

BIG MONEY: PALM BEACH’S QUEST TO BECOME ‘WALL STREET SOUTH’

South Florida Business Journal | Keith Larsen

Phil Shaffer, founder and CEO, shares his thoughts about why South Florida is developing into a financial hub Phil Shaffer and his multibillion asset management firm, Halite Partners, is one those managers that sees opportunity in Palm Beach County Shaffer’s firm, which is based in Columbus, Ohio, opened its second office in West Palm Beach late last year  "I was impressed with the talent pool in West Palm Beach," Shaffer said "It took awhile, but it seems the top tier investment managers have discovered the area" Read the article...

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14 Feb 2018
14 Feb 2018

WHY SOME FAS ARE HAPPY THE SEC IS TARGETING COST DISCLOSURE (VIDEO)

Financial Advisor IQ | Rita Raagas De Ramos

Norm Cook, president and chief marketing officer, shares his insight into investor protection, cost disclosure, crypto-currencies and cybersecurity Click here to watch the video Please note, a free registration process may be required to watch the...

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24 Jan 2018
24 Jan 2018

DOL Rule Still the Top Regulatory Concern for Advisors

Financial Advisor IQ | Rita Raagas De Ramos

Norm Cook, president and chief marketing officer, offers his thoughts on the Department of Labor’s fiduciary rule and how it has impacted Halite Norm Cook, Columbus, Ohio-based president and chief marketing officer of Halite Partners, says the DOL rule isn’t expected to have a significant impact on the firm, founded in June 2017, because it has already been acting as a fiduciary to its clients But the participation of the SEC and state insurance regulators in the fiduciary discussion would have a significant impact on the firm if their...

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