John Helfst
Advisory Board - Comittee Member at Financial Accounting Standards Board (FASB) | New York, New York, United States
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John Helfst is a seasoned Managing Director at 1919 Investment Counsel, LLC, where he leverages his extensive experience as a quantitative-driven, fundamental analyst to navigate the complexities of the financial sector. With a focus on real estate and financial technology companies, John plays a pivotal role in managing a $20 billion Ultra-High Net Worth Family Office, consistently striving to deliver superior client performance while minimizing downside risk. His analytical acumen allows him to quickly identify the strengths and weaknesses of various investment opportunities, ensuring that portfolio managers are equipped with the insights necessary to make informed decisions.
In his current role, John is responsible for recommending buy and sell positions across a diverse range of sectors, including large, mid, and small-cap banks, REITs, insurance, fintech, and diversified finance. He actively engages with 38 portfolio managers, facilitating management meetings and gathering critical industry data to build robust earnings models and establish precise price targets. His expertise in investment management and asset allocation is complemented by his proficiency in data analysis and the Bloomberg Terminal, enabling him to synthesize complex information into actionable investment strategies.
John's commitment to excellence is evident in his approach to portfolio management, where he emphasizes a disciplined investment philosophy that seeks to balance risk and reward. By harnessing his skills in mutual funds and asset management, he aims to enhance client portfolios and achieve above-average returns. As a thought leader in the financial industry, John continues to drive innovation and performance at 1919 Investment Counsel, contributing to the firm's reputation as a trusted advisor in wealth management.
Advisory Board - Comittee Member at Financial Accounting Standards Board (FASB) in May 2023 to Present
Managing Director at 1919 Investment Counsel, LLC in June 2022 to Present
Equity Analyst - SVP at Voya Investment Management in May 2015 to May 2022
Equity Analyst - VP at Schroders in October 2005 to May 2015
Long/Short Equity Analyst - Financials at Endeavour Capital Management in October 2003 to October 2005
Equity Research Associate - Regional Banks at Salomon Smith Barney in March 2001 to October 2003
Equity Research Associate - Speciality Finance at Salomon Smith Barney Holdings Inc. (NYSE: SB) in June 1999 to February 2001
Lender - Real Estate Construction at PNC Bank in August 1994 to December 1998
CMBS Underwriter / Summer Associate at Paine Webber in June 1998 to September 1998
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New York University, MBA,Finance,, January 1998 to January 1999
Colgate University, BA,Philosophy & Art History,, January 1989 to January 1993
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Analytical Skills
Accounting
Microsoft Excel
IDD
Mutual Funds
Bonds
Stock Picking
Equity Research
Investment Management
Hedge Funds
Alternative Investments
Equities
Bloomberg
Asset Managment
Credit Derivatives
Fixed Income
Portfolio Management
Finance
Banking
Asset Management
Financial Modeling
Valuation
Bloomberg "Power User", SNL Financial, FactSet, Excel,
Credit Analysis
Microsoft PowerPoint
Advanced Excel
M&A analysis
Financial Statement Analysis
Business Analysis
Risk Assessment
Competitive Analysis
Investments
Business Analysis
Data Analysis
Bloomberg Terminal
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Discover more about Financial Accounting Standards Board (FASB)What is John Helfst email address?
Email John Helfst at [email protected], [email protected] and [email protected]. This email is the most updated John Helfst's email found in 2026.
How to contact John Helfst?
To contact John Helfst send an email to [email protected], [email protected] or [email protected]. (updated on April 18, 2024)
What company does John Helfst work for?
John Helfst works for Financial Accounting Standards Board (FASB)
What is John Helfst's role at Financial Accounting Standards Board (FASB)?
John Helfst is Advisory Board - Comittee Member
What is John Helfst's Phone Number?
John Helfst's phone (212) ***-*308
What industry does John Helfst work in?
John Helfst works in the Investment Management industry.
John Helfst Email Addresses
John Helfst Phone Numbers
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