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Partner Barbara Halper Leaving FactRight
  • USA - English


News provided by

FactRight

May 26, 2016, 03:00 ET

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Eden Prairie, MN (PRWEB) May 26, 2016 -- FactRight, the leading firm for outsourced risk management and analytical due diligence for the alternative investment community, announced today that Barbara Halper, JD, MBA, a founding partner, will step down from day-to-day corporate operations later this year.

Halper has focused on due diligence and risk management related to alternative and direct securities investments for the past thirteen years, previously serving as a due diligence officer of a large national broker dealer and chief operating officer of a company bringing alternative investments to the broker dealer community. Halper cofounded FactRight in 2006 and has been an integral part of the company’s management team and its affiliates over the company’s 10-year history. Most recently, she led the company’s consulting division and oversaw its corporate legal work.

“Barbara played a critical role in the creation and growth of FactRight,” said CEO Scott Smith. “FactRight due diligence reports are widely distributed to the financial services industry today. Our success as a reporting firm is due, in large part, to Barbara’s early work on our reporting products.”

Halper will remain with the company through the ADISA annual conference scheduled for Sept. 30. “While I am saddened to be leaving FactRight, I leave it in good hands,” Halper said. “I am ready for new opportunities and challenges.”

Halper is a board member of ADISA, the Alternative and Direct Investment Securities Association, and is an active participant on their Conference Planning Committee. In 2015, she chaired the ADISA Spring Symposium and is the Chair of the 2016 ADISA annual conference. Barbara is also a member of the American Bar Association and has held FINRA Series 22, 39, and 63 registrations.

About FactRight, LLC
Founded in Minnesota in 2006, FactRight is an innovative service organization providing outsourced risk management and analytical due diligence to the alternative investment community. The FactRight team features highly credentialed professionals who specialize in complementary disciplines. Our staff includes licensed attorneys, certified public accountants, certified fraud examiners, internal auditors, chartered financial analysts, and former due diligence officers of financial services firms.

Our multidisciplinary approach enables us to fill in risk management and due diligence voids faced by many of our clients. By having a partner that proactively keeps pace with an ever-changing industry, independent broker dealers can be confident that they have the guidance they need to meet regulatory challenges.

Additional information, including details on our sister company, FR Risk Management LLC, can be found by visiting http://www.factright.com.

Scott Smith, FactRight, http://www.factright.com, +1 314-583-5050, [email protected]

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