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Peter Q
CFA®
Denver, CO
Helm Investment Management, LLC
Peter Quinn is a CFA charterholder with 13 years of industry experience. He has been with Helm Investment Management, LLC since 2015. The firm serves individual clients and families, including business owners and corporate executives, offering discretionary portfolio management and limited-scope financial planning. Helm applies Modern Portfolio Theory through a global asset allocation strategy and manages approximately $322 million across 135 households, focusing on higher-than-average account sizes with a compliance framework based on CFA Institute standards.
Jay M
CFA®
Denver, CO
Helm Investment Management, LLC
Jay Mccormick is a CFA charterholder with 19 years of industry experience. He has been with Helm Investment Management, LLC since 2006. Helm Investment Management serves individual clients and families, including business owners and corporate executives, providing discretionary portfolio management and limited-scope financial planning. The firm employs a global asset allocation strategy based on Modern Portfolio Theory, managing approximately $322 million across 135 households.
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