John Caldwell Helmer
Oprichter bij Caldwell Sutter Capital, Inc.
Profiel
Mr. John C.
Helmer, CFA, is a Founder at Caldwell Sutter Capital, Inc. In 1982, after 17 years with Paine Webber, he formed Caldwell Securities, one of the earlier dually-registered (broker-dealer and investment adviser) firms, and the predecessor of Caldwell Sutter Capital.
The John & Jinx Helmer Revocable Trust remains an investor in the firm, and Jinx and John continue as directors.
Following two years of active duty as an Army infantry officer, he attended Hastings Law School in San Francisco from 1963 to 1965.
In 1965 he joined PaineWebber Jackson & Curtis (now UBS) as a registered representative.
He graduated from Santa Clara University with a BA degree in History in 1961.
He is CFA charter holder.
Actieve functies van John Caldwell Helmer
| Bedrijven | Functie | Begin |
|---|---|---|
Caldwell Sutter Capital, Inc.
 Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Caldwell Securities, Inc. is an independent broker/dealer headquartered in Danville, California with an additional office in Sausalito, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Oprichter | 01-01-1982 |
Eerdere bekende functies van John Caldwell Helmer
| Bedrijven | Functie | Einde |
|---|---|---|
| Paine, Webber, Jackson & Curtis, Inc. | Corporate Officer/Principal | - |
Opleiding van John Caldwell Helmer
| Santa Clara University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Caldwell Securities, Inc. is an independent broker/dealer headquartered in Danville, California with an additional office in Sausalito, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
| Paine, Webber, Jackson & Curtis, Inc. | Finance |
