Anthony B. Helfet
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Profil
Anthony B.
Helfet held several positions in different firms throughout his career.
He was the Managing Director of Northwest Region at Merrill Lynch Capital Markets from 1979 to 1989.
He then became the Managing Director of West Coast Operations at Dillon, Read & Co., Inc. and UBS AG from 1991 to 2001.
Later, he worked as the Director at Alliance HealthCare Services, Inc. from 2001 to 2008, Vice Chairman at Merriman Capital, Inc. from 2005 to 2007, and Director at Merriman Holdings, Inc. from 2004 to 2007.
He also served as the Independent Director at Layne Christensen Co. from 2012 to 2014.
Mr. Helfet earned an undergraduate degree in 1966 and an MBA in 1972 from The Trustees of Columbia University in The City of New York.
Anciens postes connus de Anthony B. Helfet
| Sociétés | Poste | Fin |
|---|---|---|
| LAYNE CHRISTENSEN COMPANY | Directeur/Membre du Conseil | 06/06/2014 |
| ALLIANCE HEALTHCARE SERVICES, INC. | Directeur/Membre du Conseil | 09/05/2008 |
| MERRIMAN HOLDINGS, INC. | Directeur/Membre du Conseil | 01/11/2007 |
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Directeur/Membre du Conseil | 01/09/2007 |
| UBS | Corporate Officer/Principal | 30/08/2001 |
Formation de Anthony B. Helfet
| The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| MERRIMAN HOLDINGS, INC. | Finance |
| Entreprise privées | 6 |
|---|---|
Alliance HealthCare Services, Inc.
 Alliance HealthCare Services, Inc. Medical/Nursing ServicesHealth Services Alliance HealthCare Services, Inc. engages in the provision of outsourced medical services. It operates through the following segments: Radiology, Oncology, Interventional, and Corporate. The Radiology segment provides mobile to fixed-site to service line management to hospitals and provider groups. The Oncology segment consists of a range of oncology services and ancillary services for cancer patients. The Interventional segment offers pain management services for a wide range of conditions and diseases through therapeutic, minimally invasive procedures to treat and ease pain, medication, laboratory testing, and other services. The company was founded in 1987 and is headquartered in Irvine, CA. | Health Services |
Layne Christensen Co.
 Layne Christensen Co. Engineering & ConstructionIndustrial Services Layne Christensen Co. operates as a water management, construction, and drilling company. It provides water management solutions for government agencies, commercial water suppliers, industrial facilities, and energy companies. The firm also offers specialized construction solutions for the management of water in any industry or environment. It defines the source, depth, magnitude, and overall feasibility of water aquifers, and drill high-volume wells suitable for supplying water to government agencies, industrial, and agricultural customers. The company was founded by Mahlon E. Layne in 1882 and is headquartered in Woodlands, TX. | Industrial Services |
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Finance |
| Dillon, Read & Co., Inc. | Finance |
UBS AG
 UBS AG Investment ManagersFinance UBS AG engages in the provision of financial advisory solutions for private and institutional investors, intermediaries, and wealth management clients. The firm focuses on the areas of wealth and asset management, as well as investment banking. It offers retail investment products, global financing services, investment research, bespoke financing, traditional investments, as well as bonds and equities. The company was founded in 1862 and is headquartered in Zurich, Switzerland. | Finance |
| Merrill Lynch Capital Markets | Finance |
