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Jose Helue, Cfa Email & Phone Number

Managing Director at Brean Capital, LLC
Location: New York, United States 14 work roles 3 schools
1 work email found @breancapital.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@breancapital.com
LinkedIn Profile matched
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Current company
Role
Managing Director
Location
New York, United States

Who is Jose Helue, Cfa? Overview

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Quick answer

Jose Helue, Cfa is listed as Managing Director at Brean Capital, LLC, based in New York, United States. AeroLeads shows a work email signal at breancapital.com and a matched LinkedIn profile for Jose Helue, Cfa.

Jose Helue, Cfa previously worked as Managing Director | Origination at Brean Capital, Llc and Cofounder at R2 Responsible Research. Jose Helue, Cfa holds Master Of Business Administration - Mba from Nyu Stern School Of Business.

Company email context

Email format at Brean Capital, LLC

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*@breancapital.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jose Helue, Cfa. Compare company email patterns before reaching out.

Profile bio

About Jose Helue, Cfa

Investment Banking. Entrepreneur.Specialties: Finance & InvestmentCFA Instructor

Listed skills include Financial Analysis, Insurance, Corporate Finance, Portfolio Management, and 14 others.

Current workplace

Jose Helue, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Brean Capital, LLC
Brean Capital, Llc
Managing Director
AeroLeads page
14 roles

Jose Helue, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director | Origination

Current

New York, Ny, Us

Feb 2023 - Present

Cofounder

Current

Álvaro Obregón, Ciudad De México, Mx

Financial Advisory

Feb 2016 - Present

Director

London, England, Gb

Apr 2019 - Sep 2021

Director

Exotix Capital
Jun 2018 - Apr 2019

Postgraduate Level Lecturer

Ciudad De México / Guadalajara / Aguascalientes, Mx

Lecturer: Corporate Finance, Portfolio Management, Fundamental Analysis, CFA Prep Course.

Jan 2014 - 2019

Cofounder

Greenconomic Solutions

Always think green. Always be productive.

Dec 2011 - Feb 2016

Vp Equity Research

Interacciones Casa De Bolsa

Materials and Infrastructure

Jan 2015 - Dec 2015

Equity Research Associate

Interacciones Casa De Bolsa

Materials and Infrastructure

Jul 2014 - Dec 2014

Senior Financial Lines Analyst

Aon

London, Gb

WE ARE UNITED

Jan 2012 - May 2014

Key Account Manager | Broker Sales

London, Gb

Commercial Team. Working together with underwriters to offer the best reasonable solution to cover each prospect's risks while giving the best service to Brokers, offering competitive advantages to edge other Insurance Companies.

Mar 2009 - Dec 2009

Financial Lines Underwriter

New York, Ny, Us

Trainee:Cargo & Marine: Cargo Insurance Underwriting and Customer Relationship.Financial Lines: Analyzing Prospect's Financial Health and Security Policies in general, estimating risks and offering a proper solution to cover them. Junior Executive, Commercial Team. Working together with underwriters to offer the best reasonable solution to cover each prospect's risks while giving the best service to Brokers, offering competitive advantages to edge other Insurance Companies.

Nov 2007 - Mar 2009

Corporate Finance Intern

Accounts Receivable collection plan, Cash Flow control, Archive digitalization & other activites at local Distribution Center.

Jun 2006 - Sep 2006
3 education records

Jose Helue, Cfa education

Master Of Business Administration - Mba

Nyu Stern School Of Business

Msc Finance And Investment With Distinction

University Of Exeter

Bachelor Of Business Administration - Bba, Finance And Financial Management Services

Universidad Panamericana
FAQ

Frequently asked questions about Jose Helue, Cfa

Quick answers generated from the profile data available on this page.

What company does Jose Helue, Cfa work for?

Jose Helue, Cfa works for Brean Capital, LLC.

What is Jose Helue, Cfa's role at Brean Capital, LLC?

Jose Helue, Cfa is listed as Managing Director at Brean Capital, LLC.

What is Jose Helue, Cfa's email address?

AeroLeads has found 1 work email signal at @breancapital.com for Jose Helue, Cfa at Brean Capital, LLC.

Where is Jose Helue, Cfa based?

Jose Helue, Cfa is based in New York, United States while working with Brean Capital, LLC.

What companies has Jose Helue, Cfa worked for?

Jose Helue, Cfa has worked for Brean Capital, Llc, R2 Responsible Research, B. Riley Securities, Frontera Capital Group, and Tellimer.

How can I contact Jose Helue, Cfa?

You can use AeroLeads to view verified contact signals for Jose Helue, Cfa at Brean Capital, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jose Helue, Cfa attend?

Jose Helue, Cfa holds Master Of Business Administration - Mba from Nyu Stern School Of Business.

What skills is Jose Helue, Cfa known for?

Jose Helue, Cfa is listed with skills including Financial Analysis, Insurance, Corporate Finance, Portfolio Management, Investments, Derivatives, Financial Markets, and Valuation.

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