James R. Helvey III

President at Helvey & Associates, Inc.

James R. Helvey III

James R. Helvey III

President at Helvey & Associates, Inc.

Overview
Career Highlights

Helvey & Associates, Inc.
Cassia Capital Partners LLC
Cygnifi Derivatives Services LLC

RelSci Relationships

1118

Number of Boards

11

Birthday

1959

Age

60

Number of Awards

1

Relationships
RelSci Relationships are individuals James R. Helvey III likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at Wake Forest University

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at R.J. Reynolds Tobacco Holdings, Inc.

Relationship likelihood: Strong

Of Counsel at Hogan & Lovells LLP

Relationship likelihood: Strong

Trustee & Chief Executive Officer at North Carolina Baptist Hospital

Relationship likelihood: Strong

Managing Member at Flow Automotive Center of Winston-Salem LLC

Relationship likelihood: Strong

Managing Partner at Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan LLP

Relationship likelihood: Strong

Former President, Branch Banking & Trust Company Inc at BB&T Corp.

Relationship likelihood: Strong

Former Managing Partner at Dechert LLP

Relationship likelihood: Strong

President at Flyway LLC

Relationship likelihood: Strong

Former President at The Winston-Salem Estate Planning Council

Relationship likelihood: Strong

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James R. Helvey III
President at Helvey & Associates, Inc.
Education
Master, International Finance & Banking
Class of 1994

The School of International and Public Affairs (SIPA) at Columbia University is widely considered to be one of the most prestigious graduate international affairs schools in the world. Located on Columbia's Morningside Heights campus in the Borough of Manhattan, in New York City, the school has 16,427 alumni in more than 150 countries. SIPA's alumni base includes several former heads of state, business and finance leaders, prominent journalists, diplomats, senior government administrators, and elected representatives in the United States and abroad. Half of SIPA’s nearly 1,200 students are international, coming from over 100 countries. Columbia | SIPA has more than 70 full-time faculty and more than 200 adjunct faculty, scholars, and practitioners who have distinguished themselves in research and leadership in the policy world. They include some of the world's leading scholars on international relations, democratization, elections, demography, and social policy. A former mayor of New York City, the current chair of the NASDAQ, and a former director of the U.S. Census are among the senior practitioners who help shape the research agenda and curriculum of SIPA.

Undergraduate Degree
Class of 1981

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Career History
Managing Partner & Chief Investment Officer
2013 - Current

Cassia Capital Partners LLC is a private company headquartered in Chicago, IL. The firm provides investment advice. It was founded by James Relerford Helvey.

President
Current

Helvey & Associates, Inc. provides accounts receivable management and contact center services. The company was founded in 1955 and is headquartered in Warsaw, IN.

Chairman & Chief Executive Officer
2000 - 2002
Boards & Committees
Independent Director
2015 - Current

CTG's mission is to provide IT services and solutions that add real business value to our customers while creating professional opportunities for our employees and value for our shareholders. CTG's Vision CTG's vision is to be recognized as a leading provider of value-added IT services and solutions in our selected markets. CTG's Values Integrity as the essential foundation of all business and personal interactions Individual initiative in personal and professional development A sense of personal pride in our work and satisfaction in serving our clients and our organization Clear, unambiguous understanding of our clients' needs and expectations Commitment to Quality Our commitment to quality ensures that we focus on continuous improvement, employ proven methodologies and best practices, and deliver services that meet client expectations and requirements. CTG is one of a few IT services companies using a ISO 9001-certified management system.

Chairman & Chief Executive Officer
2000 - 2002
Vice Chairman, Risk Management Committee
Prior

J.P. Morgan & Co. was a commercial and investment banking institution based in the United States founded by J. Pierpont Morgan and commonly known as the House of Morgan or simply Morgan. Today, J.P. Morgan is the investment banking and private banking arm of JPMorgan Chase. The firm is the direct predecessor of two of the largest banking institutions in the United States and globally, JPMorgan Chase and Morgan Stanley. In 2000, J.P. Morgan was acquired by Chase Manhattan Bank to form JPMorgan Chase & Co., one of the largest global banking institutions. Today, the J.P. Morgan brand is used to market certain JPMorgan Chase wholesale businesses, including investment banking, commercial banking and asset management. The J.P. Morgan branding was revamped in 2008 to return to its more traditional appearance after several years of depicting the "Chase symbol to the right of a condensed and modernized "JPMorgan".

Trustee
Current
Director
Tenure Unconfirmed

IMPROVING THE HEALTH OF OUR REGION, STATE, AND NATION.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K +
2002

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

$10K +
2001

Wake Forest University is an institution of higher education dedicated to the pursuit of excellence in the liberal arts and in graduate and professional education. It operates Wake Forest College, a graduate school of arts and sciences, and four professional schools.

Political Donations
$250
2011
$500
2010

Chief Legal Officer & General Counsel at Novant Health, Inc.

$500
2010

State Treasurer at North Carolina Department of State Treasurer

Political Donations Received
$1,000
2004
Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
Fulbright Scholar
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