Adrian Helfert
Corporate Officer/Principal at WESTWOOD HOLDINGS GROUP, INC.
Net worth: 2 M $ as of 2024-05-30
Network origin in Adrian Helfert first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Virginia
434
| College/University | Other Consumer Services | 434 |
The Fuqua School of Business
43
| College/University | Other Consumer Services | 43 |
Westwood Management Corp. (Texas)
Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, and pooled investment vehicles.
21
| Subsidiary | Investment Managers | 21 |
Public Company | Investment Managers | 17 | |
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance Amundi Smith Breeden is an investment advisor headquartered in Durham, North Carolina. The firm is a subsidiary of Amundi Pioneer Asset Management, Inc. after their merger with Pioneer Investment Management, Inc. The firm was founded in 1999 and is headquartered in Durham, NC.
14
| Extinct | Investment Managers | 14 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Adrian Helfert via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
Salient Partners LP
Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity | |
Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Salient Capital Advisors LLC
Salient Capital Advisors LLC Investment ManagersFinance Salient Capital Advisors LLC (Salient) is an asset management firm headquartered in Houston, Texas. The firm was founded when their direct parent, Salient Partners LP acquired RDG Capital LLC in December 2010. Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Portfolio Manager-Equities President Director of Research - Equity | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
CEC ENTERTAINMENT INC | Restaurants | Chief Executive Officer Director/Board Member Corporate Officer/Principal | |
SALIENT MIDSTREAM & MLP FUND | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer Director/Board Member | |
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 Undergraduate Degree Undergraduate Degree | |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity Analyst-Equity | |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and as Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed its name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA, NASDAQ: CRARF) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities | |
Presbyterian Communities & Services | Director/Board Member Director/Board Member | ||
Westwood Trust Co.
Westwood Trust Co. Investment ManagersFinance Part of Westwood Holdings Group, Inc., Westwood Trust Co. is a company that provides investment advice. The company is based in Dallas, TX. The company was founded in 1983. Brian O'Connor Casey has been the CEO of the company since 1992. | Investment Managers | Director/Board Member Chief Executive Officer | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Williams & Connolly LLP
Williams & Connolly LLP Miscellaneous Commercial ServicesCommercial Services Williams & Connolly LLP provides legal services, focusing on litigation areas such as corporate, tax, and employment law. Its practice areas includes administrative law, antitrust, appellate, arbitration, business transactions and tax, criminal defense, employment and labor laws, federal programs, and national defense. The company was founded Edward Bennett Williams in 1967, and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Human Resources Officer | |
McIntire School of Commerce | College/University | Corporate Officer/Principal Undergraduate Degree | |
Employees' Retirement Fund of the City of Dallas | Investment Managers | Director/Board Member Director/Board Member | |
Georgetown University | College/University | Graduate Degree Graduate Degree | |
Texas A&M University | College/University | Undergraduate Degree Undergraduate 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 | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
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 | |
New York University | College/University | Corporate Officer/Principal Undergraduate Degree | |
The University of Chicago | College/University | Corporate Officer/Principal Masters Business Admin | |
Impact Dallas Capital | Director/Board Member Chairman | ||
Indiana University | College/University | Masters Business Admin | |
Washington & Lee University | College/University | Undergraduate Degree | |
Brown Advisory, Inc.
Brown Advisory, Inc. Financial ConglomeratesFinance Brown Advisory, Inc. provides investment and advisory services. It specializes in investment management, strategic advisory, wealth management, and private equity. The firm provides services to individuals, families, institutions, and corporations. The company was founded in 1993 and is headquartered in Baltimore, MD. | Financial Conglomerates | Director/Board Member | |
3 Twelve Capital
3 Twelve Capital Investment ManagersFinance Part of Ansari 3 Twelve LLC II, 3 Twelve Capital is a company that provides investment advice. The company is based in Glenview, IL. | Investment Managers | Corporate Officer/Principal | |
Indian Institute of Management Ahmedabad | College/University | Graduate Degree | |
The University of Texas School of Law | College/University | Graduate Degree | |
Oklahoma Bar Association | Corporate Officer/Principal | ||
London Business School | College/University | Graduate Degree | |
ARCHROCK, INC. | Oilfield Services/Equipment | Corporate Officer/Principal | |
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. | College/University | Undergraduate Degree | |
State of Oklahoma | Province/State | Corporate Officer/Principal | |
Texas State Bar Association | Corporate Officer/Principal | ||
State Bar of Texas
State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal | |
J.E. Robert Cos.
J.E. Robert Cos. Real Estate DevelopmentFinance J.E. Robert Co., Inc. is a commercial mortgage special servicer. It was originally formed to manage, liquidate, and recover capital on distressed commercial real estate mortgages and assets in the United States on behalf of private institutions & public agencies. The company was founded in 1981 and is headquartered in McLean, VA. | Real Estate Development | Corporate Officer/Principal | |
Berwind Corp.
Berwind Corp. Investment ManagersFinance Berwind Corp (Berwind) is a private equity firm founded in 1886. The firm is headquartered in Philadelphia, Pennsylvania. | Investment Managers | Private Equity Analyst | |
JETBLUE AIRWAYS CORPORATION | Airlines | Corporate Officer/Principal | |
Environmental Law Institute
Environmental Law Institute Miscellaneous Commercial ServicesCommercial Services Environmental Law Institute provides legal services. The non-profit company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 48 |
India | 2 |
United Kingdom | 2 |
Sectoral
Consumer Services | 19 |
Finance | 17 |
Commercial Services | 8 |
Miscellaneous | 3 |
Industrial Services | 2 |
Operational
Corporate Officer/Principal | 156 |
Director/Board Member | 134 |
Undergraduate Degree | 94 |
Graduate Degree | 38 |
Analyst-Equity | 36 |
Most connected contacts
Insiders | |
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Raymond Wooldridge | 17 |
Susan Byrne | 17 |
Amran Hafiz Affifudin | 17 |
Christian Sinding | 16 |
Ade Patton | 14 |
Brian Casey | 13 |
Christopher D. Ray | 13 |
Greg Reid | 13 |
Lorin Wolfe | 11 |
Chris M. McKay | 11 |
Adam Safir | 11 |
Geoffrey Norman | 10 |
C. David Cox | 10 |
Stanley J. Kon | 10 |
Randy Bowman | 10 |
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