Get to Know Us

Lena holds a Ph.D. in Economics and Information Systems & Technology and has over eight years of experience working with data. As a data scientist, Lena specializes in extracting insights that drive smarter business decisions through advanced analytics, modeling, and visualization.

They have led diverse projects spanning finance, marketing, and economic research — applying expertise in Python, SQL, and BI tools like Tableau and Power BI. Passionate about data storytelling, Lena combines technical precision with clear communication to make complex findings accessible and actionable.

Ryan Beauchamp is an Analyst at Helios Quantitative Research, supporting the firm’s investment research, model development, and data-driven portfolio processes. Since joining Helios in 2020, he has contributed to the quantitative analysis that powers advisor portfolios nationwide, translating complex mathematical insights into clear, actionable investment intelligence.

Ryan’s background blends analytical rigor with hands-on experience. Before Helios, he worked as an Estimation Assistant at L&S Framing, optimizing pricing models and spreadsheet systems to improve accuracy and productivity. He also served as a Math Tutor at Glendale Community College’s Math Discovery Center, helping students master advanced topics such as multivariable calculus and linear algebra.

Eric Woodraska, CFA, is a Client Portfolio Manager at Helios Quantitative Research, where he partners directly with financial advisors to help them understand, implement, and communicate Helios’ data-driven investment models and portfolio strategies. With more than a decade of experience in investment management, fixed income analysis, and advisor-focused consulting, Eric brings both technical expertise and relationship-driven support to the advisors he serves.

Before joining Helios, Eric held key roles across the wealth and asset management ecosystem. He served as Regional Director of Advisor Sales at Pacific Life, guiding advisors on portfolio construction and product positioning. Prior to that, he worked as an Investment Consultant with Harborside Group, helping advisors align client portfolios with long-term goals.

Nayan Patel, CQF, is a Quantitative Research Analyst at Helios Quantitative Research, where he develops and deploys quantitative investment models for multi-asset portfolios. His work focuses on applying machine learning, stochastic modeling, and advanced portfolio construction techniques to support data-driven decisions across the Helios ICIO platform.

Nayan holds an MS in Finance – Quantitative Methods (STEM) from Fordham University and is a CFA Level II candidate. He is a graduate of the Certificate in Quantitative Finance (CQF) program and a Certified FinTech Industry Professional (FTIP™). His interests lie at the intersection of quantitative finance, machine learning, and AI, with a strong emphasis on turning complex models into practical, real-time investment insights.

Peter Moosbrugger is a Strategic Account Executive at Helios Quantitative Research, partnering with financial advisors to differentiate their practices, strengthen client engagement, and implement institutional-quality investment processes. With more than a decade of experience in SaaS, analytics, and enterprise consulting, Peter brings a relationship-driven, solutions-focused approach to helping advisors scale confidently.

Before joining Helios, Peter spent over seven years at SPS Commerce in senior roles including Strategic Account Executive for Enterprise Analytics and Regional Sales Manager. He worked closely with retailers, suppliers, and supply chain organizations to optimize workflows, increase data visibility, and drive measurable operational improvements.

Benjamin Rohling is a Product Project Manager at Helios Quantitative Research, where he helps drive the development, coordination, and delivery of Helios’ product initiatives. With more than a decade of experience in accounting, project support, and financial operations, Ben brings strong organizational skills and a solutions-focused mindset to cross-functional teams.

Before joining Helios, Ben spent over seven years at Mortenson, serving as both Senior Project Accountant and Project Accountant. In these roles, he partnered with project managers to support profitability, provide financial reporting, improve cost workflows, and serve as a key liaison between finance and project teams.