John Helfst
John is a Managing Director at 1919 Investment Counsel. His primary responsibility is as an Equity Research Analyst covering the financial services and real estate sectors, and he also serves as a Portfolio Manager overseeing the 1919 Financial Services Fund.
John has over 26 years of experience in financial services and real estate. He began his career as a commercial credit analyst and construction real estate lender at PNC. Following graduate school, John joined Salomon Smith Barney (now Citigroup) as a sell-side analyst covering regional banks, specialty finance and industrials. He moved over 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 deep knowledge in the small and mid-cap segment of financial services.
John earned his B.A. in Philosophy & Art History from Colgate University, and 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.