Welcome back to the more we know. The More we know, the more we grow! Today your mentor is Jason Barsema, the Co-Founder and President of Fintech Company Halo out of Chicago. It is not everyday we have an exclusive mentor who raised over $100 million dollars and is democratizing access to financial products historically reserved for the ultra high-networth individual. You are in for a treat!


Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University. Jason is an active member of the NIU Executive Leadership Forum, the Executives’ Club of Chicago and The Springboard Foundation.

Halo provides access to protective investments, such as Structured Notes, buffered ETFs, and annuities. We’re the first platform that allows advisors to create custom Structured Notes and introduced the industry’s first SMA marketplace for Structured Notes.

Learn more here: https://haloinvesting.com/

Some press on Halo the company: 

https://www.chicagobusiness.com/technology/startup-company-halo-investing-raises-mega-funding-round

https://www.reuters.com/technology/fintech-firm-halo-raises-money-owl-capital-mubadala-2021-10-12/

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