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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 aims to provide unbiased advice that is designed to achieve long-term investment results through transparency, frequent communication, and an overall open architecture approach. The firm invests in equities and bonds in several market sectors that their fundamental analysis has identified as having either growth potential or being undervalued by the marketplace. | 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 generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities. | Gestionnaire de Portefeuille-Actions | 30/06/2010 |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Gestionnaire de Portefeuille-Actions | 31/12/2001 |
Republic Bank of New York
 Republic Bank of New York Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | 31/12/1994 |
Ernst & Co.
 Ernst & Co. Investment Banks/BrokersFinance Provides brokerage services to individual and institutional clients | Corporate Officer/Principal | 31/12/1988 |
Formation de Charles Edward Ely Helme
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
44
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates generally employs fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. Their primary investment strategies focus on long-term investments as it is believed this methodology has the best chance of delivering consistent overall performance. The firm primarily allocates client assets among various individual equity securities. | Finance |
Republic Bank of New York
Republic Bank of New York Major BanksFinance Nationally chartered commercial bank | Finance |
Ernst & Co.
Ernst & Co. Investment Banks/BrokersFinance Provides brokerage services to individual and institutional clients | Finance |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret’s fundamental goal is to structure sound, customized, and diversified investment portfolios. Their capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles. | Finance |
BH Asset Management LLC
BH Asset Management LLC Investment ManagersFinance BH aims to provide unbiased advice that is designed to achieve long-term investment results through transparency, frequent communication, and an overall open architecture approach. The firm invests in equities and bonds in several market sectors that their fundamental analysis has identified as having either growth potential or being undervalued by the marketplace. | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
