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Jeffrey Helfrich is listed as Co-owner & Portfolio Manager at Penn Davis McFarland, Inc. | Investment Management & Family Office Services at Penn Davis McFarland, Inc., based in Dallas, Texas, United States. AeroLeads shows a work email signal at pdavis.org and a matched LinkedIn profile for Jeffrey Helfrich.
Jeffrey Helfrich previously worked as Portfolio Manager and Research Analyst at Penn Davis Mcfarland, Inc. and Advisor at Nuooly. Jeffrey Helfrich holds B.A., Economics from Harvard University.
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Independent thinker seeking good risk-adjusted returns wherever they can be found. I enjoy helping families preserve and grow their wealth. I also like doing what I can to make the world a better place.Specialties: Investments
Listed skills include Investments, Portfolio Management, Hedge Funds, Equity Research, and 38 others.
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Dallas, TX, US
Preserve and grow capital for high net worth individuals and institutions using separately managed portfolios consisting of debt and equity securities. Also offer family office services.
Dallas, Texas, US
Nuooly is an exclusive community for sophisticated Independent Professionals. Members gain the professional network and resources of a large firm while enjoying the freedom of working independently.
Analyzed and recommended debt and equity investments for a multibillion-dollar family office.
Research director for a long/short hedge fund.
Equity analyst for a long/short hedge fund.
Denver, Colorado, US
Member of the global technology research team with a focus on semiconductors, data storage hardware and software, and electronics manufacturing services.
Internship at a long/short equity hedge fund.
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Jeffrey Helfrich works for Penn Davis McFarland, Inc..
Jeffrey Helfrich is listed as Co-owner & Portfolio Manager at Penn Davis McFarland, Inc. | Investment Management & Family Office Services at Penn Davis McFarland, Inc..
AeroLeads has found 1 work email signal at @pdavis.org for Jeffrey Helfrich at Penn Davis McFarland, Inc..
Jeffrey Helfrich is based in Dallas, Texas, United States while working with Penn Davis McFarland, Inc..
Jeffrey Helfrich has worked for Penn Davis Mcfarland, Inc., Nuooly, Petrus Asset Management Company, Mirador Funds, and Independence Capital Asset Partners.
You can use AeroLeads to view verified contact signals for Jeffrey Helfrich at Penn Davis McFarland, Inc., including work email, phone, and LinkedIn data when available.
Jeffrey Helfrich holds B.A., Economics from Harvard University.
Jeffrey Helfrich is listed with skills including Investments, Portfolio Management, Hedge Funds, Equity Research, Valuation, Financial Modeling, Capital Markets, and Wealth Management.
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