Charles Edward Ely Helme
Gestionnaire de Portefeuille-Actions chez BH Asset Management LLC
Profil
Mr. Charles E.
Helme is a Managing Director at BH Asset Management LLC.
From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies.
For seven years prior to joining Pinnacle, he was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals.
From 1988 to 1995, he rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA).
At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies.
Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor.
He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists.
He received his undergraduate degree from The Leonard N Stern School of Business.
Postes actifs de Charles Edward Ely Helme
| Sociétés | Poste | Début |
|---|---|---|
BH Asset Management LLC
 BH Asset Management LLC Investment ManagersFinance BH Asset Management LLC (BH) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Robert Searing in 2010 and is a subsidiary of Kidderbrook LLC. BH provides objective, independent counsel to wealthy families, individuals, trustees, and institutions. | Gestionnaire de Portefeuille-Actions | 01/07/2010 |
Anciens postes connus de Charles Edward Ely Helme
| Sociétés | Poste | Fin |
|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Gestionnaire de Portefeuille-Actions | 30/06/2010 |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
| Republic Bank of New York | Corporate Officer/Principal | 31/12/1994 |
| Ernst & Co. | Corporate Officer/Principal | 31/12/1988 |
Formation de Charles Edward Ely Helme
| The Leonard N Stern School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Finance |
| Republic Bank of New York | Finance |
| Ernst & Co. | Finance |
BH Asset Management LLC
BH Asset Management LLC Investment ManagersFinance BH Asset Management LLC (BH) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Robert Searing in 2010 and is a subsidiary of Kidderbrook LLC. BH provides objective, independent counsel to wealthy families, individuals, trustees, and institutions. | Finance |
