Profil
Mr. John F.
Helfst is a Managing Director & Equity Research Analyst at 1919 Investment Counsel LLC.
His primary responsibility is as an Equity Research Analyst covering the financial services and real estate sectors.
He has over 26 years of experience in financial services and real estate.
He has deep knowledge in the small and mid-cap segment of financial services.
Mr. Helfst began his career as a commercial credit analyst and construction real estate lender at PNC.
Following graduate school, he joined Salomon Smith Barney (now Citigroup) as a sell-side analyst covering regional banks, specialty finance and industrials.
He moved over the buy-side in 2003 and continued to focus on financial services at Schroder Investment Management and most recently Voya (formerly ING) Investment Management.
He earned his B.A.
in Philosophy & Art History from Colgate University.
He also earned his M.B.A.
in Finance from New York University.
Postes actifs de John Helfst
| Sociétés | Poste | Début |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Analyst-Equity | 01/06/2022 |
Anciens postes connus de John Helfst
| Sociétés | Poste | Fin |
|---|---|---|
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Analyst-Equity | 01/05/2022 |
| Smith Barney Asset Management | Corporate Officer/Principal | 01/10/2003 |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 01/12/1998 |
Painewebber & Co., Inc.
 Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Corporate Officer/Principal | - |
Endeavour Capital Advisors, Inc.
 Endeavour Capital Advisors, Inc. Investment ManagersFinance Endeavour Capital Advisors, Inc. (Endeavour) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1994 by Larry Austin and Mitch Katz. Endeavour provides advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors. | Corporate Officer/Principal | - |
Formation de John Helfst
| Colgate University | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Finance |
PNC Bank, NA
PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Finance |
| Smith Barney Asset Management | Finance |
Voya Investment Management Co. LLC
Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Finance |
Endeavour Capital Advisors, Inc.
Endeavour Capital Advisors, Inc. Investment ManagersFinance Endeavour Capital Advisors, Inc. (Endeavour) is an independent registered investment advisor and hedge fund manager headquartered in Greenwich, Connecticut. The firm was founded in 1994 by Larry Austin and Mitch Katz. Endeavour provides advisory services on a discretionary basis to pooled investment vehicles intended for sophisticated investors and institutional investors. | Finance |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Finance |
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
