Charles Edward Ely Helme
Portfolio Manager-Equities at BH Asset Management LLC
Charles Edward Ely Helme active positions
| Companies | Position | Start | End |
|---|---|---|---|
BH Asset Management LLC
 BH Asset Management LLC Investment ManagersFinance BH Asset Management LLC (BH) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Robert Searing in 2010 and is a subsidiary of Kidderbrook LLC. BH provides objective, independent counsel to wealthy families, individuals, trustees, and institutions. | Portfolio Manager-Equities | 2010-06-30 | - |
Career history of Charles Edward Ely Helme
Former positions of Charles Edward Ely Helme
| Companies | Position | Start | End |
|---|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Portfolio Manager-Equities | 2002-09-30 | 2010-06-29 |
Carret Asset Management LLC
 Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Portfolio Manager-Equities | 1994-12-31 | 2001-12-30 |
| Republic Bank of New York | Corporate Officer/Principal | 1988-12-31 | 1994-12-30 |
| Ernst & Co. | Corporate Officer/Principal | 1980-12-31 | 1988-12-30 |
Training of Charles Edward Ely Helme
| The Leonard N Stern School of Business | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Portfolio Manager-Equities | 3 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 6 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
| Republic Bank of New York | Finance |
| Ernst & Co. | Finance |
Carret Asset Management LLC
Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Finance |
BH Asset Management LLC
BH Asset Management LLC Investment ManagersFinance BH Asset Management LLC (BH) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Robert Searing in 2010 and is a subsidiary of Kidderbrook LLC. BH provides objective, independent counsel to wealthy families, individuals, trustees, and institutions. | Finance |
