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Joseph H
Series 65, Series 63
New York, NY
Exceed Advisory LLC
Joseph Halpern is a financial advisor at Exceed Advisory LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Fountainhead Capital Management, Chelsea Financial Services, Nebari Securities, and Obsidian CIO. Halpern also works as a consultant in financial technology and investment product development and serves as an expert witness. Exceed Advisory LLC provides option-based investment strategies primarily to registered investment companies, institutions, other investment advisers, and high-net-worth individuals. The firm focuses on defined-outcome, option-based solutions utilizing listed options and derivatives, often serving as a sub-advisor and tailoring implementation according to fund management agreements or specifications from primary advisers.
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