John Helfst

Managing Director, Equity Research Analyst, Portfolio Manager

New York

John is a Managing Director at 1919 Investment Counsel. In his role as an Equity Research Analyst, John covers the financial services and real estate sectors, supporting Portfolio Managers in the construction of tailored portfolios. He also serves as a Portfolio Manager overseeing the 1919 Financial Services Fund.

John entered the financial services industry in 1994. He began his career as a commercial credit analyst and construction real estate lender at PNC Financial. Following graduate school, John joined Salomon Smith Barney (now Citigroup) as a sell-side analyst covering regional banks, specialty finance, and industrials. He moved to the buy-side in 2003 and continued to focus on financial services at Schroder Investment Management and, most recently, Voya (formerly ING) Investment Management. John has a deep knowledge in the small and mid-cap segment of financial services.

In his spare time, John enjoys spending time with his wife and three children. He also enjoys running, playing tennis, and coaching Little League.

John received his B.A. in Philosophy & Art History from Colgate University, and he earned his M.B.A. in Finance from New York University. Currently, John serves as a member on FASB’s Investor Advisory Committee (“IAC”), where he shares his views on new projects and emerging trends, as well as his thoughts on recently enacted accounting standards.

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