Brian S. Fordon

Background

About Brian S. Fordon

As a Senior Business Development Representative at Halo Investing, I joined a sales team of talented professionals who are passionate about democratizing access to structured products and alternative investments. With my MBA from The University of Chicago Booth School of Business in progress, I leverage my analytical skills and financial knowledge to identify and pursue new opportunities, build relationships with clients and partners, and support the growth and innovation of the company. Prior to joining Halo, I was a VP and a Senior Credit Portfolio Manager at Keebeck Wealth Management and Northern Trust Corporation, where I managed credit risk, portfolio performance, and client satisfaction for high-net-worth individuals and families. I have over four years of experience in the wealth management industry, and I have developed strong skills in team building, team leadership, and relationship management.