Confidence when you need it most. That’s what we’re all about.

ABOUT HELIOS

Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client’s asset management experience, expand their firm’s margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.

Therefore, we created our own service category – the insourced CIO. Our unique team of skilled and experienced individuals partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.

Executive Team

Chris Shuba

Chris Shuba

Founder and CEO

Pam Burke

Pam Burke

Chief Operating Officer

Joe Mallen

Joe Mallen

Chief Investment Officer

Nyle Bayer

Nyle Bayer

Chief Marketing Officer

Mike Bennett

Mike Bennett

Lead Estate Planner

Our Team

Amy Dunn

Amy Dunn

Managing Director, Affiliate Sales

Ben Rohling

Ben Rohling

Director of Operations

Jason Van Thiel

Jason Van Thiel

Director of Research

Kent Peterson

Kent Peterson

Research Consultant

Mark Seguin

Mark Seguin

Managing Director, Affiliate Sales

Matt Morris

Matt Morris

Vice President, Affiliate Sales

Mayo Paula

Mayo Paula

Operations Specialist

Nik Boucher

Nik Boucher

Director of Marketing Operations

Patrick White

Patrick White

Vice President, New Disruptions

Paul Burke

Paul Burke

Vice President, Client Experience

Rob Dombroski

Rob Dombroski

Vice President, New Disruptions

Ryan Beauchamp

Ryan Beauchamp

Research Analyst

Helios Insights

A RESOURCE FOR FINANCIAL ADVISORS TO DIFFERENTIATE, GROW, AND SCALE THEIR PRACTICE

The Helios blog features video, audio, and written ideas that are designed to help Financial Advisors communicate with their clients about planning and investing concepts.