This just in: CEO Chris Shuba on Schwab Network

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
Pam Burke
Chief Operating Officer

Meet Your Investment Experts

Lena Arai, PhD
Senior Research Analyst
Ryan Beauchamp
Investment Analyst
Paul Burke, APMA
Vice President, Client Experience
Caleb Findell
Senior Research Analyst
Corin Frost, CFA
Managing Director
Kent Peterson, PhD
Global Macro Consultant
Jason Van Thiel, MBA
Managing Director of Product
Eric Woodraska, CFA
Client Portfolio Manager
Joe Mallen
Strategic Advisor

Support Team

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

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