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 Provides brokerage services | Oprichter | 01-01-1982 |
Eerdere bekende functies van John Caldwell Helmer
| Bedrijven | Functie | Einde |
|---|---|---|
Paine, Webber, Jackson & Curtis, Inc.
Paine, Webber, Jackson & Curtis, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Opleiding van John Caldwell Helmer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Santa Clara University
Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Paine, Webber, Jackson & Curtis, Inc.
Paine, Webber, Jackson & Curtis, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
















