Charles Edward Ely Helme

Charles Edward Ely Helme

Portfolio Manager-Equities at BH Asset Management LLC

Finance
Consumer Services

Profile

Mr. Charles E.
Helme is a Managing Director at BH Asset Management LLC.
From 2002 to 2010, Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York, where he managed portfolios for corporations, endowments, universities, pensions, and high-net-worth individuals across several strategies.
For seven years prior to joining Pinnacle, he was Managing Director of Investments at Carret and Company LLC, acting as Portfolio Manager to both institutions and high-net-worth individuals.
From 1988 to 1995, he rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA).
At this bank and various holding company subsidiaries, Mr. Helme was responsible for all Trust and Investment Management portfolio investments for separate accounts and several mutual fund strategies.
Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor.
He began his career in 1980 at Ernst & Company, New York Stock Exchange, and American Stock Exchange Specialists.
He received his undergraduate degree from The Leonard N Stern School of Business.

Charles Edward Ely Helme active positions

CompaniesPositionStart
Portfolio Manager-Equities 2010-06-30
All active positions of Charles Edward Ely Helme

Former positions of Charles Edward Ely Helme

CompaniesPositionEnd
Portfolio Manager-Equities 2010-06-29
Portfolio Manager-Equities 2001-12-30
Republic Bank of New York Corporate Officer/Principal 1994-12-30
Ernst & Co. Corporate Officer/Principal 1988-12-30
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Training of Charles Edward Ely Helme

The Leonard N Stern School of Business Undergraduate Degree

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Connections

44

1st degree connections

6

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Linked companies

Private companies5

Finance

Republic Bank of New York

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Ernst & Co.

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