Jeffrey Helfrich

Jeffrey Helfrich Email and Phone Number

Co-owner & Portfolio Manager at Penn Davis McFarland, Inc. | Investment Management & Family Office Services @ Penn Davis McFarland, Inc.
Jeffrey Helfrich's Location
Dallas, Texas, United States, United States
Jeffrey Helfrich's Contact Details

Jeffrey Helfrich work email

Jeffrey Helfrich personal email

About Jeffrey Helfrich

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

Jeffrey Helfrich's Current Company Details
Penn Davis McFarland, Inc.

Penn Davis Mcfarland, Inc.

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Co-owner & Portfolio Manager at Penn Davis McFarland, Inc. | Investment Management & Family Office Services
Jeffrey Helfrich Work Experience Details
  • Penn Davis Mcfarland, Inc.
    Portfolio Manager And Research Analyst
    Penn Davis Mcfarland, Inc. May 2010 - Present
    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.
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  • Nuooly
    Advisor
    Nuooly Dec 2017 - Present
    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.
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  • Petrus Asset Management Company
    Investment Analyst
    Petrus Asset Management Company Oct 2008 - May 2010
    Analyzed and recommended debt and equity investments for a multibillion-dollar family office.
  • Mirador Funds
    Managing Director
    Mirador Funds May 2008 - Sep 2008
    Research director for a long/short hedge fund.
  • Independence Capital Asset Partners
    Principal/Senior Research Analyst
    Independence Capital Asset Partners Aug 2005 - Mar 2008
    Equity analyst for a long/short hedge fund.
  • Janus Capital Group
    Equity Research Analyst
    Janus Capital Group Jun 2003 - Aug 2005
    Denver, Colorado, Us
    Member of the global technology research team with a focus on semiconductors, data storage hardware and software, and electronics manufacturing services.
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  • Janus Capital Group
    Research Analyst Intern
    Janus Capital Group May 2001 - Jun 2003
    Denver, Colorado, Us
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  • Coe Capital Management
    Intern
    Coe Capital Management Jun 2000 - Aug 2000
    Internship at a long/short equity hedge fund.

Jeffrey Helfrich Skills

Investments Portfolio Management Hedge Funds Equity Research Valuation Financial Modeling Capital Markets Wealth Management Equities Equity Valuation Asset Management Emerging Markets Private Equity Fixed Income Analysis Options Alternative Investments Investment Management Due Diligence Short Sales Microsoft Excel Bloomberg Terminal Python Visual Basic For Applications It Service Management Trading Client Presentation Fixed Income Portfolio Management Family Office Wealth Management Services Finance Bloomberg Fixed Income Financial Analysis Securities Leadership Collaborative Leadership Client Relations Communication Business Strategy Asset Allocation Corporate Finance Mergers And Acquisitions

Jeffrey Helfrich Education Details

  • Harvard University
    Harvard University
    Economics
  • University Laboratory High School
    University Laboratory High School
  • St. Matthew School
    St. Matthew School

Frequently Asked Questions about Jeffrey Helfrich

What company does Jeffrey Helfrich work for?

Jeffrey Helfrich works for Penn Davis Mcfarland, Inc.

What is Jeffrey Helfrich's role at the current company?

Jeffrey Helfrich's current role is Co-owner & Portfolio Manager at Penn Davis McFarland, Inc. | Investment Management & Family Office Services.

What is Jeffrey Helfrich's email address?

Jeffrey Helfrich's email address is je****@****ail.com

What schools did Jeffrey Helfrich attend?

Jeffrey Helfrich attended Harvard University, University Laboratory High School, St. Matthew School.

What are some of Jeffrey Helfrich's interests?

Jeffrey Helfrich has interest in Education.

What skills is Jeffrey Helfrich known for?

Jeffrey Helfrich has skills like Investments, Portfolio Management, Hedge Funds, Equity Research, Valuation, Financial Modeling, Capital Markets, Wealth Management, Equities, Equity Valuation, Asset Management, Emerging Markets.

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