Jay Helvey
Director/Board Member at COCA-COLA CONSOLIDATED, INC.
Jay Helvey active positions
Companies | Position | Start | End |
---|---|---|---|
COCA-COLA CONSOLIDATED, INC. | Director/Board Member | 2015-12-31 | - |
Independent Dir/Board Member | 2015-12-31 | - | |
Oakwood Country School | Director/Board Member | 2009-10-27 | - |
Cassia Capital Partners LLC
Cassia Capital Partners LLC Investment ManagersFinance Cassia Capital Partners LLC (Cassia) is a SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by James "Jay” Helvey III in 2011 and is owned by James R Helvey III LLC. Cassia offers investment management, financial consulting and related advisory services to individuals, institutions, foundations, and other investment advisors. | Chief Investment Officer | 2011-09-30 | - |
Founder | 2011-09-30 | - | |
Piedmont Federal Savings Bank
Piedmont Federal Savings Bank Savings BanksFinance Piedmont Federal Savings Bank provides banking services. It offers retirement, online banking, telebanking, checking and savings accounts, money market accounts, loans, and other standard services. Its residential mortgages loan portfolio includes multifamily real estate loans and consumer loans. The company was founded in 1903 and is headquartered in Winston-Salem, NC. | Director/Board Member | 2013-12-31 | - |
Verger Capital Management LLC
Verger Capital Management LLC Investment ManagersFinance Verger Capital Management LLC (Verger Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Winston-Salem, North Carolina. The firm was founded by James “Jim” Dunn in 2013. They are principally owned by Wake Forest University, a private, coeducational university. Verger Capital's investment professionals are part of the administration of Wake Forest University and are responsible for managing the Wake Forest University endowment funds. The firm primarily provides investment advisory services to private investment funds and to institutional investors, which include charitable institutions, foundations, and endowments. | Director/Board Member | - | - |
Career history of Jay Helvey
Former positions of Jay Helvey
Companies | Position | Start | End |
---|---|---|---|
COMPUTER TASK GROUP, INCORPORATED | Director/Board Member | 2015-11-09 | 2021-09-15 |
Chairman | 2021-09-15 | 2023-12-11 | |
Independent Dir/Board Member | 2015-11-09 | 2021-09-15 | |
Wake Forest University | Director/Board Member | 1996-12-31 | 2016-12-31 |
PIKE CORP | Director/Board Member | 2005-05-31 | 2014-11-30 |
Pike Electric LLC
Pike Electric LLC Electric UtilitiesUtilities Pike Electric LLC provides electrical services. It offers services to investor owned utilities, EMCs, Co-ops and municipalities throughout the Southeast, the Mid-Atlantic, South Central, and Southwestern portions of the U.S. The company is headquartered in Mount Airy, NC. | Director/Board Member | 2004-12-31 | 2013-12-31 |
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Training of Jay Helvey
Wake Forest University | Undergraduate Degree |
Columbia School of International & Public Affairs | Graduate Degree |
Statistics
International
United States | 16 |
Operational
Director/Board Member | 10 |
Corporate Officer/Principal | 2 |
Chairman | 2 |
Sectoral
Finance | 6 |
Consumer Services | 4 |
Consumer Non-Durables | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 2 |
---|---|
COCA-COLA CONSOLIDATED, INC. | Consumer Non-Durables |
COMPUTER TASK GROUP, INCORPORATED | Commercial Services |
Private companies | 10 |
---|---|
Pike Electric LLC
Pike Electric LLC Electric UtilitiesUtilities Pike Electric LLC provides electrical services. It offers services to investor owned utilities, EMCs, Co-ops and municipalities throughout the Southeast, the Mid-Atlantic, South Central, and Southwestern portions of the U.S. The company is headquartered in Mount Airy, NC. | Utilities |
J.P. Morgan & Co., Inc. (Old) | Finance |
Piedmont Federal Savings Bank
Piedmont Federal Savings Bank Savings BanksFinance Piedmont Federal Savings Bank provides banking services. It offers retirement, online banking, telebanking, checking and savings accounts, money market accounts, loans, and other standard services. Its residential mortgages loan portfolio includes multifamily real estate loans and consumer loans. The company was founded in 1903 and is headquartered in Winston-Salem, NC. | Finance |
Pike Corp.
Pike Corp. Engineering & ConstructionIndustrial Services Pike Corp. engages in the provision of construction, repair, and engineering services for distribution and transmission powerlines and substations. It also offers renewable maintenance services, storm restoration, gas distribution, system hardening, testing and commissioning, renewable system design, technical services, and project management services. The company was founded by Floyd S. Pike in 1945 and is headquartered in Mount Airy, NC. | Industrial Services |
CMT Asset Management llc
CMT Asset Management llc Investment ManagersFinance CMT Asset Management LLC (CMTAM) is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2003 and is a wholly-owned subsidiary of CMT Digital Holding LLC, which in turn is wholly-owned by a share class of GTO LLC. CMTAM serves as the investment manager for private investment funds that are offered to sophisticated investors including institutions, high net-worth individuals and family offices. | Finance |
Cygnifi Derivatives Services LLC | |
Coca-Cola Bottling Co.
Coca-Cola Bottling Co. Beverages: Non-AlcoholicConsumer Non-Durables Coca-Cola Bottling Co. manufactures and markets soft drinks. The company is headquartered in Conroe, TX. | Consumer Non-Durables |
Wake Forest Baptist Medical Center
Wake Forest Baptist Medical Center Medical/Nursing ServicesHealth Services Wake Forest Baptist Medical Center operates as a medical center. It provides volunteer services such as application process, adult volunteers, college student volunteer program and summer volunteer program. The company was founded in 1834 and is headquartered in Winston-Salem, NC. | Health Services |
Cassia Capital Partners LLC
Cassia Capital Partners LLC Investment ManagersFinance Cassia Capital Partners LLC (Cassia) is a SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by James "Jay” Helvey III in 2011 and is owned by James R Helvey III LLC. Cassia offers investment management, financial consulting and related advisory services to individuals, institutions, foundations, and other investment advisors. | Finance |
Verger Capital Management LLC
Verger Capital Management LLC Investment ManagersFinance Verger Capital Management LLC (Verger Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Winston-Salem, North Carolina. The firm was founded by James “Jim” Dunn in 2013. They are principally owned by Wake Forest University, a private, coeducational university. Verger Capital's investment professionals are part of the administration of Wake Forest University and are responsible for managing the Wake Forest University endowment funds. The firm primarily provides investment advisory services to private investment funds and to institutional investors, which include charitable institutions, foundations, and endowments. | Finance |
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