Halite Partners Opens Palm Beach Office

Halite Partners Opens Palm Beach Office

 

We are thrilled to see another investment adviser firm opening an office in Palm Beach.  Welcome!!!

Halite Partners (“Halite”), an SEC registered investment adviser, today announced the appointments of Kevin Kale to Director of Business Development and Nicci Harrell Hicks to Director of Wealth Services. These new hires demonstrate Halite’s ability to attract the top talent to provide best-in-class solutions and services through a transformative model. In addition to the appointments, Halite officially opened its office in Florida.

“Halite is committed to providing our clients with top-tier, investment management and wealth planning services,” said Phil Shaffer, Halite’s founder and CEO. “Kevin and Nicci are exceptional talents who bring diverse backgrounds to Halite. Their additions strengthen our team and deepen our expertise, and I look forward to their contributions.”

Mr. Kale joins Halite from Manning & Napier Advisors, where he spent 14 years and served as Vice President and Client Consultant responsible for new client acquisition and serviced $2 billion in institutional and high-net-worth client assets. In his new role, he will use his passion for transcending traditional client relationships to act as a liaison connecting ultra-high-net-worth and institutional clients with the Halite team.

“Halite has demonstrated a proven ability to provide unique, customized offerings to wealthy families that are typically only available to institutional clients,” Kale said. “Halite is a truly innovative investment advisory firm that thinks differently about clients, and I am extremely excited to be part of the team.”

Mrs. Hicks joins Halite from NetJets Inc., where she was Assistant General Counsel, serving as a trusted strategic advisor for the premier private aviation company and was responsible for tailoring the resolution of legal and business issues to help the company achieve its goals. Prior to NetJets, Mrs. Hicks spent six years at Squire Patton Boggs LLP, in both its Washington, DC-and Columbus, Ohio offices, advising on complex business litigation. At Halite, Mrs. Hicks will focus on expanding the firm’s family office capabilities, helping individuals and families grow and preserve their legacies with goal-based strategies.

“Halite offers its clients full transparency and investment freedom, which is rare in today’s financial services industry,” Hicks said. “At a time when placing client interests first is at the forefront of investors’ minds, I am thrilled to be joining a firm that is dedicated to acting as a fiduciary.”

In addition to these appointments, Halite has officially opened its second office in Palm Beach, FL., in addition to its headquarters in Columbus, Ohio. Halite expects to staff at least three additional team members in Palm Beach by the end of the 2018. In Palm Beach, Halite serves a vibrant and growing market, and seeks to capitalize on its educated and entrepreneurial-minded investor base.

For more information on the new hires and the firm, please visit Halite’s new website at www.halitepartners.com.

About Halite Partners

Halite Partners is committed to creating revolutionary investment advisory and planning services for families and institutions. Founded to provide a new level of transparency and investment freedom, Halite implements cutting-edge strategies with a commitment to delivering best-in-class solutions and services. Halite removes barriers many investors face, helping them preserve and enhance financial strength from one generation to the next.

Disclaimer

Halite Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name. This is for informational purposes only and is not to be construed as an offer or a recommendation to buy or sell a security.

Investor Contact

Halite Partners
Norm Cook
ncook@halitepartners.com

Media Contact

CSG
John Stavinga
jstavinga@wearecsg.com