![Jay Helvey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jay Helvey
Direttore/Membro del Consiglio presso
COCA-COLA CONSOLIDATED, INC.
Profilo
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.
Posizioni attive di Jay Helvey
| Società | Posizione | Inizio |
|---|---|---|
| COCA-COLA CONSOLIDATED, INC. | Direttore/Membro del Consiglio | 01/01/2016 |
Oakwood Country School
 Oakwood Country School Other Consumer ServicesConsumer Services Functions as a College/University | Direttore/Membro del Consiglio | 28/10/2009 |
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. | Fondatore | 01/10/2011 |
Piedmont Federal Savings Bank
 Piedmont Federal Savings Bank Savings BanksFinance Operates as a federally chartered savings bank | Direttore/Membro del Consiglio | 01/01/2014 |
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. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Jay Helvey
| Società | Posizione | Fine |
|---|---|---|
| COMPUTER TASK GROUP, INCORPORATED | Presidente | 12/12/2023 |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Direttore/Membro del Consiglio | 01/01/2017 |
| PIKE CORP | Direttore/Membro del Consiglio | 01/12/2014 |
Pike Electric LLC
 Pike Electric LLC Electric UtilitiesUtilities Provides electrical services | Direttore/Membro del Consiglio | 01/01/2014 |
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Formazione di Jay Helvey
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
95
Relazioni di 1° grado
15
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
