Head of Solutions · AON Investments USA Inc.
Beth M. Halberstadt
CRD 5826625 · Named on Form ADV at one SEC-registered adviser
At a glance
AON Investments USA Inc., an SEC-registered asset manager based in Chicago, IL with $151.0 billion in regulatory assets, lists Beth M. Halberstadt on its Form ADV as Head of Solutions, a control person.
Firms and roles
- AON Investments USA Inc.Head of SolutionsAsset manager · Chicago, IL · $151B in regulatory assets
AtlasMembers
Beth’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- David J. TestoreChief Operating Officer, AON Investments USA Inc.
- Russell K. IvinjackGlobal Chief Investment Officer, AON Investments USA Inc.
- Bryan Richard WardHead of U.S. Investments, AON Investments USA Inc.
- Matthew B. WallaceChief Compliance Officer, AON Investments USA Inc.
- Ari N. JacobsGlobal Head of Investments, AON Investments USA Inc.
2 more people named with Beth on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.