This just in: CEO Chris Shuba in Financial Planning

Founded in 2016, Helios was built to empower growing advisors to differentiate their firms. Our dedicated quantitative research team partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that improve the asset management experience and enable firms to grow faster.

Leadership

Chris Shuba
Founder & CEO
Paul Burke, APMA
Chief Operating Officer

Meet Your Investment Experts

Lena Arai, PhD
Associate Vice President, Research Operations and Analytics
Ryan Beauchamp
Investment Analyst
Eric Woodraska, CFA
Associate Vice President, Advisor Consulting
Nayan Patel, CQF
Quantitative Research Analyst

Support Team

Peter Moosbrugger
Strategic Account Executive
Ben Rohling
Product Development Project Manager
Ashley Vincent
Accounting & HR
Bryan Williams
Customer Success & Implementation Specialist

Join 500+ advisors who have differentiated their firms using Helios.

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