Theo Halbardier, CAIA®, CIMA®
mobile: (469) 435-8306 | firstname.lastname@example.org
Theo Halbardier serves as Associate Vice President of External Sales for Ashford Securities. He is responsible for Ashford’s sales & marketing efforts throughout the RIA and Family Office channels. In his role, Theo works with firms and their financial advisors in providing product education, market knowledge, excellent service, and support on the Ashford Securities offerings.
He earned his B.S. in Industrial Distribution from the Dwight Look College of Engineering at Texas A&M University in College Station, TX with a minor in Business Administration. He holds his FINRA 7 & 66 licenses, in addition to being a Certified Chartered Alternative Investment Analyst (CAIA®) and a Certified Investment Management Analyst (CIMA®).
Theo resides in Dallas, Texas with his wife Sydney. Being a prior board member of the Alzheimer’s Association and James L. West Center for Dementia Care, Theo is passionate about brain health and dementia research because of his family ties. Theo is a huge foodie and in his free time he enjoys traveling (especially to Panama), Aggie Football, and staying active in the community.