Phil Shaffer, CIMA®

Phone Number 614-924-0502

Phil Shaffer founded Halite Partners and serves as the chair of its Investment Committee, offering investors access to previously unobtainable opportunities and unprecedented customization. Phil’s passion for creating highly tailored strategies has led to his recognition as a leading innovator in the institutional consulting industry. He proudly advocates for providing conflict-free and transparent relationships with clients, and believes in building strong partnerships with all Halite clients.

Prior to founding Halite Partners, Phil served as Managing Director at Morgan Stanley Wealth Management and was the co-founder of Graystone Consulting. He is an honors graduate of the College of Wooster and received the CIMA designation from the Wharton School of Business and the Investment Management Consultants Association (IMCA). Phil’s experience and expertise in the investment industry have earned him recognition as one of Barron’s Top 100 Financial Advisors in the U.S. for the past seven consecutive years and as one of the Top Institutional Consultants for the past three years.

Phil and his wife Melissa are active in the philanthropic community, donating significant time and energy to non-profits related to city transformation, improving education, alleviating poverty, economic empowerment, racial reconciliation, and ending human trafficking.

Halite delivers institutional investment expertise, boutique and customized wealth advisory services and a fierce commitment to always protect our clients best interest.