Jeff Helfrich
Analyst-Equity bei Penn Davis McFarland, Inc.
Profil
Mr. Jeffrey W.
Helfrich, CFA, is a Portfolio Manager & Research Analyst at Penn Davis McFarland, Inc. Mr. Helfrich joined the firm in 2010 and his primary responsibility is investment research and portfolio management.
He is a member of the firm Investment Committee.
He has been an Equity Research Analyst with the Janus Capital Group, and Independence Capital Asset Partners, LLC in Denver, Co. Prior to joining Penn Davis McFarland, he was a research analyst for Perot Investments, the private investment company for the Perot family in Dallas.
He graduated magna cum laude from Harvard University with an AB in Economics and is a CFA charter holder.
Aktive Positionen von Jeff Helfrich
| Unternehmen | Position | Beginn |
|---|---|---|
Penn Davis McFarland, Inc.
 Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Analyst-Equity | 01.01.2010 |
Ehemalige bekannte Positionen von Jeff Helfrich
| Unternehmen | Position | Ende |
|---|---|---|
Perot Investments, Inc.
 Perot Investments, Inc. Investment ManagersFinance Perot Investments Inc (Perot Investments) is an Independent Private Equity firm founded in 1990. The firm is headquartered in Plano, Texas. | Private-Equity-Analyst | 30.04.2010 |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Analyst-Equity | 31.12.2007 |
Independence Capital Asset Partners LLC
 Independence Capital Asset Partners LLC Investment ManagersFinance Founded in 2004 by James Hillary, Independence Capital Asset Partners LLC is a hedge fund manager headquartered in Denver, Colorado. | Corporate Officer/Principal | - |
Ausbildung von Jeff Helfrich
| Harvard University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Janus Henderson Investors US LLC
Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles. | Finance |
Penn Davis McFarland, Inc.
Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships. | Finance |
Independence Capital Asset Partners LLC
Independence Capital Asset Partners LLC Investment ManagersFinance Founded in 2004 by James Hillary, Independence Capital Asset Partners LLC is a hedge fund manager headquartered in Denver, Colorado. | Finance |
Perot Investments, Inc.
Perot Investments, Inc. Investment ManagersFinance Perot Investments Inc (Perot Investments) is an Independent Private Equity firm founded in 1990. The firm is headquartered in Plano, Texas. | Finance |