Jason Barsema

Jason is a co-founder and the president of Halo Investing, where he leads the team and the product direction.

He has more than a decade of experience managing structured notes — instruments that trade some upside for a defined floor — and built the Halo platform to widen access to a category that had largely been reserved for the largest accounts.

He was previously a partner on a large private banking team at Credit Suisse, managing portfolios for ultra-high-net-worth individuals and institutions.