Halpern & Co.

We are a special situation advisory and investment firm.


Bobby Halpern CPA, CA, CFP is a trusted professional devoted to helping early stage ideas, founders, and clients turn their visions into a reality.

Bobby has deep expertise in sales and marketing, M&A, corporate finance, tax, and capital markets. He is a creative out-of the-box thinker and problem solver who cuts to the chase by digesting limited facts and info, identifies birds-eye objectives, and then delivers clear and actionable paths to get there.

Bobby is best utilized around special situations - be it a business opportunity, capitalizing on new emerging sectors, and objectives to create results across the A to Z spectrum of time-sensitive business needs.

His network spans across high net worth individuals, business professionals, family offices, start-ups, and business owners in various sectors and sizes.


Feel free to drop me a line.
LinkedIn.com/in/rjhalpern or