Head of Product Marketing and Thought Leadership, Halo Investing
Dr. David Townsend, DBA, CFA, leads product marketing and thought leadership at Halo Investing. He’s responsible for helping advisors develop and articulate how portfolios can benefit from defined outcomes and other alternative strategies.
Halo is an award-winning tech platform that disrupts how investment portfolios are built by democratizing access to protective investment solutions – like structured notes, buffered ETFs, and annuities.
We’re built for advisors, by advisors. Our marketplace connects advisors with product manufacturers and industry-leading tools and education that are unmatched in the industry.