Jay Helvey

Director/Board Member at COCA-COLA CONSOLIDATED, INC.

67 year

Finance

Consumer Services

Consumer Non-Durables

Profile

Mr. James R.
Helvey, III, is an Independent Director at Coca-Cola Consolidated, Inc. and a Chief Investment Officer, Partner & Advisor at Cassia Capital Partners LLC.
He is on the Board of Directors at Coca-Cola Consolidated, Inc., Piedmont Federal Savings Bank, Verger Capital Management LLC and Oakwood Country School.
Mr. Helvey was previously employed as a Chairman by Computer Task Group, Inc., a Chairman & Chief Executive Officer by Cygnifi Derivatives Services LLC, a Trustee by Wake Forest University, a Manager-Short Term Interest Rate Business by J.P.
Morgan & Co., Inc. (Old), and a Partner by CMT Asset Management llc.
He also served on the board at Pike Corp., Pike Electric LLC, Coca-Cola Bottling Co. and Wake Forest Baptist Medical Center.
He received his undergraduate degree from Wake Forest University and a graduate degree from Columbia School of International & Public Affairs.

Jay Helvey active positions

Companies	Position	Start
COCA-COLA CONSOLIDATED, INC.	Director/Board Member	2015-12-31
Oakwood Country School Oakwood Country School Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	2009-10-27
Cassia Capital Partners LLC Cassia Capital Partners LLC Investment ManagersFinance Cassia offers clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives. The firm delivers their investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting.	Founder	2011-09-30
Piedmont Federal Savings Bank Piedmont Federal Savings Bank Savings BanksFinance Operates as a federally chartered savings bank	Director/Board Member	2013-12-31
Verger Capital Management LLC Verger Capital Management LLC Investment ManagersFinance Verger Capital specializes in asset allocation, portfolio construction and manager selection. They take a holistic view of the portfolio and seek to gain a deep understanding of the factors that are driving the portfolio’s risks and returns. Unlike asset classes, risk factors are flexible and allow deeper insight into the portfolio. Using this information, Verger Capital combines risk factors in a way that maximizes the portfolio’s chances of success. They believe the result of this process is a well-balanced, diversified, and robust portfolio that is well-positioned to weather market downturns. The firm also employs a factor-based approach to create a customized portfolio hedge to help limit losses and reduce volatility.	Director/Board Member	-

All active positions of Jay Helvey

Former positions of Jay Helvey

Companies	Position	End
COMPUTER TASK GROUP, INCORPORATED	Chairman	2023-12-11
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	2016-12-31
PIKE CORP	Director/Board Member	2014-11-30
Pike Electric LLC Pike Electric LLC Electric UtilitiesUtilities Provides electrical services	Director/Board Member	2013-12-31
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Training of Jay Helvey

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Linked companies

Private companies	15
Coca-Cola Consolidated, Inc. Coca-Cola Consolidated, Inc. Beverages: Non-AlcoholicConsumer Non-Durables Produces, markets and distributes non-alcoholic beverages	Consumer Non-Durables
Computer Task Group, Inc. Computer Task Group, Inc. Information Technology ServicesTechnology Services Provides IT, cloud, data, staffing and consulting services	Technology Services
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pike Electric LLC Pike Electric LLC Electric UtilitiesUtilities Provides electrical services	Utilities
J.P. Morgan & Co., Inc. (Old) J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services	Finance
Piedmont Federal Savings Bank Piedmont Federal Savings Bank Savings BanksFinance Operates as a federally chartered savings bank	Finance
Pike Corp. Pike Corp. Engineering & ConstructionIndustrial Services Specializes in engineering, construction, maintenance of transmission, distribution and substation infrastructure	Industrial Services
CMT Asset Management llc CMT Asset Management llc Investment ManagersFinance CMTAM generally employs investment strategies designed to achieve capital appreciation and maximize absolute returns by investing in all types of investment instruments.	Finance
Cygnifi Derivatives Services LLC
Coca-Cola Bottling Co. Coca-Cola Bottling Co. Beverages: Non-AlcoholicConsumer Non-Durables Manufactures and markets soft drinks	Consumer Non-Durables
Oakwood Country School Oakwood Country School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wake Forest Baptist Medical Center Wake Forest Baptist Medical Center Medical/Nursing ServicesHealth Services Operates as a medical center	Health Services
Cassia Capital Partners LLC Cassia Capital Partners LLC Investment ManagersFinance Cassia offers clients thoughtfully constructed, liquid, and diversified investment portfolios built to meet financial objectives. The firm delivers their investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting.	Finance
Columbia School of International & Public Affairs Columbia School of International & Public Affairs Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Verger Capital Management LLC Verger Capital Management LLC Investment ManagersFinance Verger Capital specializes in asset allocation, portfolio construction and manager selection. They take a holistic view of the portfolio and seek to gain a deep understanding of the factors that are driving the portfolio’s risks and returns. Unlike asset classes, risk factors are flexible and allow deeper insight into the portfolio. Using this information, Verger Capital combines risk factors in a way that maximizes the portfolio’s chances of success. They believe the result of this process is a well-balanced, diversified, and robust portfolio that is well-positioned to weather market downturns. The firm also employs a factor-based approach to create a customized portfolio hedge to help limit losses and reduce volatility.	Finance

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