Helena Ocampo

Portfolio Manager-Equities at Goelzer Investment Management, Inc.

Finance

Consumer Services

Profile

Ms. Helena Ocampo is a Senior Portfolio Manager at Goelzer Investment Management, Inc. She has over 22 years of industry experience.
Ms. Ocampo was previously employed as an Equity Analyst by Citigroup Global Markets, Inc. She received her B.A.
degree from Lafayette College and an M.A.
degree from Brandeis University.

Helena Ocampo active positions

Companies	Position	Start
Goelzer Investment Management, Inc. Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.	Portfolio Manager-Equities	2018-09-30

All active positions of Helena Ocampo

Former positions of Helena Ocampo

Companies	Position	End
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.	Corporate Officer/Principal	2004-12-31

See the detail of Helena Ocampo's experience

Training of Helena Ocampo

Brandeis University	Graduate Degree
Lafayette College	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Goelzer Investment Management, Inc. Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.	Finance
Citigroup Global Markets, Inc. (Broker) Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.	Finance