Charles E. Helme

Managing Director

Charles E. Helme Joined BH Asset Management as Managing Director in 2010. He managed portfolios for Corporations, endowments, universities, pensions, and High Net Worth individuals across several strategies from 2002 to 2010 when Mr. Helme was Senior Portfolio Manager of Pinnacle Associates, Ltd, in New York. For seven years prior to joining Pinnacle, Mr. Helme was Managing Director of Investments at Carret and Company LLC, Portfolio manager to both institutions and high net worth individuals.

From 1988 to 1995, Mr. Helme rose to Senior Investment Officer and Chairman of the Investment Policy Committee at Republic National Bank (now HSBC, USA). At the Bank and various holding company subsidiaries, Mr. Helme was responsible for all trust and investment management portfolio investment for separate accounts and several mutual fund strategies.

Previously, he was Vice President of Investments for Moran Asset Management, a leading investment counselor and mutual fund advisor. He began his career in 1980 at Ernst & Company, New York Stock Exchange and American Stock Exchange Specialists.

Mr. Helme graduated from New York University Stern School of Business.