![John Caldwell Helmer](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>)
John Caldwell Helmer
Fondatore presso
Caldwell Sutter Capital, Inc.
Profilo
Mr. John C.
Helmer, CFA, is a Founder at Caldwell Sutter Capital, Inc. In 1982, after 17 years with Paine Webber, he formed Caldwell Securities, one of the earlier dually-registered (broker-dealer and investment adviser) firms, and the predecessor of Caldwell Sutter Capital.
The John & Jinx Helmer Revocable Trust remains an investor in the firm, and Jinx and John continue as directors.
Following two years of active duty as an Army infantry officer, he attended Hastings Law School in San Francisco from 1963 to 1965.
In 1965 he joined PaineWebber Jackson & Curtis (now UBS) as a registered representative.
He graduated from Santa Clara University with a BA degree in History in 1961.
He is CFA charter holder.
Posizioni attive di John Caldwell Helmer
| Società | Posizione | Inizio |
|---|---|---|
Caldwell Sutter Capital, Inc.
 Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Fondatore | 01/01/1982 |
Precedenti posizioni note di John Caldwell Helmer
| Società | Posizione | Fine |
|---|---|---|
Paine, Webber, Jackson & Curtis, Inc.
 Paine, Webber, Jackson & Curtis, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Formazione di John Caldwell Helmer
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
22
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Santa Clara University
 Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Paine, Webber, Jackson & Curtis, Inc.
Paine, Webber, Jackson & Curtis, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
