Jeff Helfrich
Analyst-Equity at Penn Davis McFarland, Inc.
Network origin in Jeff Helfrich first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.
878
| College/University | Other Consumer Services | 878 |
Janus Henderson Investors US LLC
 Janus Henderson Investors US LLC Investment ManagersFinance Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.
69
| Subsidiary | Investment Managers | 69 |
Penn Davis McFarland, Inc.
 Penn Davis McFarland, Inc. Investment ManagersFinance Penn Davis McFarland, Inc. (PDM) is a registered independent and privately-owned wealth management firm headquartered in Dallas, Texas. The firm was founded in 1977 by Frederick Penn, John Davis and John McFarland. PDM offers asset management services through separately managed accounts. Their typical account owners are individuals, retirement and pension plans, trusts, and limited partnerships.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff Helfrich via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Corporate Officer/Principal Masters Business Admin Masters Business Admin Doctorate Degree Masters Business Admin | |
Berkshire Partners LLC
 Berkshire Partners LLC Investment ManagersFinance Berkshire Partners LLC (Berkshire Partners) is a private equity subsidiary of Berkshire Partners Holdings LLC founded in 1986 by Christopher Clifford, Carl Ferenbach, Russel L. Epker, Brad Bloom and Richard Lubin. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Public Communications Contact Private Equity Analyst Private Equity Analyst Private Equity Investor Private Equity Analyst | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Market Strategist | |
| Stanford University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Chief Investment Officer Analyst-Equity Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford Graduate School of Business | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
| Tulane University (Louisiana) | College/University | Masters Business Admin Undergraduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
| University of Oxford | College/University | Graduate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services New York State Bar Association is a non-profit organization, which provides legal services and offers a membership program for lawyers. It also publishes an array of books, bar journals, law digest, and State Bar news. The company was founded in 1876 and is headquartered in Alban, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
D. E. Shaw & Co. LP
 D. E. Shaw & Co. LP Investment ManagersFinance D. E. Shaw & Co. LP (DESCO) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1992 by David Elliot Shaw. DESCO serves as the managing member, manager and/or investment advisor of certain entities in the D. E. Shaw Group and provides investment advice to several affiliated hedge funds and other entities. The investor base of the funds includes institutional investors and other highly sophisticated, high-net worth participants. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Graduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Corporate Officer/Principal Doctorate Degree | |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree Corporate Officer/Principal | |
American Academy of Arts & Sciences
 American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal Corporate Officer/Principal | |
40/86 Advisors, Inc.
 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
| Brown University | College/University | Corporate Officer/Principal Undergraduate Degree | |
National Academy of Sciences
 National Academy of Sciences Miscellaneous Commercial ServicesCommercial Services National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| GE AEROSPACE | Industrial Machinery | Corporate Officer/Principal Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Masters Business Admin | |
| Boston University | College/University | Corporate Officer/Principal Masters Business Admin | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin Masters Business Admin | |
| META PLATFORMS, INC. | Internet Software/Services | Corporate Officer/Principal | |
| CLOUDERA, INC. | Packaged Software | Founder | |
Richmond Global Ventures LLC
 Richmond Global Ventures LLC Investment ManagersFinance Richmond Global Ventures LLC (Richmond Global Ventures) is a venture capital firm founded in 1995 by Peter Kellner. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Amazon EU SARL
 Amazon EU SARL Specialty StoresRetail Trade Part of Amazon.com, Inc., Amazon EU SARL is a Luxembourger company that is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. The company is based in Luxembourg, Luxembourg. The company aims to have a net-positive impact on the world through sustainability and innovation because it's good for the planet, their business, and their customers. The company works backwards from the customer, to create products that delight them. | Specialty Stores | Private Equity Investor | |
| FAR PEAK ACQUISITION CORPORATION | Financial Conglomerates | Director of Finance/CFO | |
Permira Advisers LLP
 Permira Advisers LLP Investment ManagersFinance Permira Advisers LLP (Permira Advisers) is a private equity subsidiary of Permira Holdings Ltd founded in 1985 by Peter M. Smitham. The firm is headquartered in London, United Kingdom with additional offices in the United States and Asia. | Investment Managers | Private Equity Investor | |
Related Sciences LLC
 Related Sciences LLC Investment ManagersFinance Related Sciences LLC is a data-driven biotech venture creation firm that builds a new class of risk-optimized biotech companies and a unique suite of platform capabilities to design and efficiently manage them. The private company is based in Denver, CO. The company draws upon years of research into the best life science investment and drug discovery models to identify new biological breakthroughs, increase its capital efficiency, reduce risk, and maximize its chances of discovering valuable new medicines for patients with the greatest unmet needs. The company was founded by Adam Kolom, Jeffrey Hammerbacher. Adam Kolom has been the CEO since incorporation. | Investment Managers | Founder | |
CIOX Health LLC
 CIOX Health LLC Data Processing ServicesTechnology Services CIOX Health LLC provides cloud-based information sharing platform for healthcare information. Its solutions include denial prevention, imaging services, clinical abstraction, oncology data management, and medical charter retrieval. The company was founded in 1976 and is headquartered in Alpharetta, GA. | Data Processing Services | Director/Board Member | |
| Osborne Computer Corp. | Corporate Officer/Principal | ||
| SCULPTOR CAPITAL MANAGEMENT, INC. | Investment Managers | Director/Board Member | |
| REALNETWORKS, INC. | Packaged Software | Private Equity Investor |
Statistics
International
| United States | 47 |
| United Kingdom | 3 |
| Luxembourg | 2 |
| Cayman Islands | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 18 |
| Commercial Services | 8 |
| Technology Services | 5 |
| Government | 2 |
Operational
| Director/Board Member | 219 |
| Corporate Officer/Principal | 168 |
| Undergraduate Degree | 93 |
| Analyst-Equity | 65 |
| Private Equity Investor | 50 |
Most connected contacts
| Insiders | |
|---|---|
| Albert Kim | 28 |
| Luke Plumpton | 25 |
| Larry Summers | 24 |
| Dennis F. Hightower | 22 |
| Tsontcho Ianchulev | 21 |
| Fahim Ahmed | 19 |
| Andras Forgacs | 16 |
| Gary Black | 15 |
| David Bonanno | 15 |
| Michael J. Ryder | 14 |
| Christina W. Vest | 14 |
| Sheldon L. Glashow | 14 |
| Steven Wheelwright | 14 |
| Mitchell Krebs | 13 |
| Janelle Anderson | 12 |
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