About Joe Halpern
At Fountainhead Advisors, Joe Halpern is Chief Investment Officer and a vital resource for managing clients’ investments. He brings to the role more than 20 years of experience working in senior positions at well known investment firms in the industry, including the American Stock Exchange where he was an Options Specialist and risk manager; ING where he managed a portfolio on behalf of the bank as well as engineered strategies for the worldwide client base of the bank; and at Lehman Brothers post-bankruptcy, where he was responsible for unwinding a large, complex portfolio. Joe is a trusted and invaluable member of Fountainhead who brings a deep, institutional level knowledge of capital markets and product structure. His extensive background in portfolio management and investment strategies is an integral part of the team’s discussions on overall asset allocation and performance analytics.