Halo Investing
Terry Jenkins has extensive experience in wealth management and has held significant leadership roles in various financial institutions. Currently, Terry serves as a Member of the Board of Advisors for Halo Investing since May 2021 and for Cresset until May 2024. Previously, Terry was President of KeyBank Wealth Management from 2015 to March 2021, overseeing all aspects of KeyBank’s Wealth Management businesses. Prior to that, Terry served as President & CEO of US Wealth Management and President & CEO in Canada at BMO Private Wealth, leading large teams and achieving notable growth and recognition. Earlier in the career, Terry held various leadership positions at RBC and London Life, contributing to sales and wealth management strategy. Terry holds a Master’s degree in Management & International Management from McGill University, a Bachelor of Arts in Commerce from the University of Toronto, and has additional education from Harvard University.
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Halo Investing
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Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors.