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Helen Halloran

Director, Compliance at Capital Investment Advisors

Helen Halloran is a compliance professional with extensive experience in the financial services industry. Currently serving as the Compliance Manager at Capital Investment Advisors since September 2024, Halloran previously held the position of Senior Compliance Manager at Merit Financial Advisors from January 2021 to September 2024. Prior to that, Halloran was the Chief Compliance Officer at Marco Investment Management for five years and served as Compliance Manager at Ronald Blue & Co. and Windham Brannon Financial Group. Early career experience includes a role as Portfolio Administrator/Client Service at INVESCO. Halloran obtained a degree from The University of Georgia between 1988 and 1993.

Location

Marietta, United States

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