Jason Helfstein

Executive Director at Oppenheimer & Co., Inc. (Broker)

Jason Helfstein

Jason Helfstein

Executive Director at Oppenheimer & Co., Inc. (Broker)

Biography

Currently, Jason Helfstein is Managing Director & Head of Internet Research at Oppenheimer & Co., Inc. (Broker). In the past he occupied the position of Executive Director at CIBC World Markets Corp. (Old). Mr. Helfstein received an undergraduate degree from Syracuse University.

Overview
Career Highlights

Oppenheimer & Co., Inc. (Broker)
CIBC World Markets Corp. (Old)

RelSci Relationships

664

Contact Data
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Chief Executive Officer at Oppenheimer Holdings, Inc.

Relationship likelihood: Strong

Executive Director at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Co-Head, Fixed Income Research at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director & Senior Analyst at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director & Senior Analyst at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director & Senior Analyst at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director & Senior Analyst at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director & Senior Analyst at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director & Senior Analyst at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

Managing Director at Oppenheimer & Co., Inc. (Broker)

Relationship likelihood: Strong

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Jason Helfstein
Executive Director at Oppenheimer & Co., Inc. (Broker)
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Education
Class of 1997

Syracuse University, commonly referred to as Syracuse, 'Cuse, or SU, is a private research university located in Syracuse, New York. The institution's roots can be traced to the Genesee Wesleyan Seminary (later becoming Genesee College), founded by the Methodist Episcopal Church in Lima, New York, in 1831. Following several years of debate over relocating the college to Syracuse, the university was established in 1870, independent of the college. Since 1920, the university has identified itself as nonsectarian, although it maintains a relationship with The United Methodist Church. The campus is located in the University Hill neighborhood of Syracuse, east and southeast of downtown, on one of the larger hills. Its large campus features an eclectic mix of buildings, ranging from nineteenth-century Romanesque Revival structures to contemporary buildings. SU is organized into 13 schools and colleges, with nationally recognized programs in information studies and library science, architecture, communications, business administration, sport management, public administration, engineering and the College of Arts and Sciences. Syracuse University athletic teams, known as the Orange, participate in 20 intercollegiate sports. SU is a member of the Atlantic Coast Conference for all NCAA Division I athletics, except for women's ice hockey, and the rowing team. SU is also a member of the Eastern College Athletic Conference.

Career History
Executive Director
2008 - Current

Founded in 1975, Oppenheimer Securities is a broker/dealer headquartered in New York City with additional offices nationwide. The firm is a subsidiary of Oppenheimer Holdings, Inc. (NYSE: OPY). Oppenheimer Securities offers a full array of investment services. Their equity research focuses on the consumer and concentrates on those areas where they are likely to spend increased amounts of their wealth and income: healthcare, financial services, consumer products and technology. Coverage tends to focus on misvalued or misunderstood small-cap and mid-cap stocks. Oppenheimer Securities seeks to meet the needs of emerging growth and middle-market companies, thriving communities and institutions by also providing investment banking, public finance and sales and trading services. Oppenheimer Securities is a member of the SIPC.

Associate Analyst, Broadcasting & Cable Networks
Tenure Unconfirmed

Schroders Plc operates as a asset management company. It operates through the following business segments: Asset Management, Wealth Management, and Group. The Asset Management segment comprises of investment management including advisory services, equity products, fixed income securities, multi-asset investments, real estate, and alternative products. The Wealth Management segment includes investment management, wealth planning, and banking services. The Group segment comprises of the group's investment capital and treasury management activities, insurance arrangements and the management costs associated with governance and corporate management. The company was founded in 1804 and is headquartered in London, the United Kingdom.

Executive Director
2002 - 2008

CIBC World Markets is a full-service investment bank headquartered in New York City. CIBC provides an internationally integrated research product through three primary strategies. In the US, the firm provides research coverage available in areas of focus, including technology, telecommunications, healthcare, energy, power generation and technology, financial institutions, consumer growth, real estate and media. In Canada, the firm offers the full spectrum of coverage for all of the sectors that form the TSE 300 Index.Their broad investment grade analysis of return bond Indices provides daily performance of the Canadian bond market. The sectors covered are: government of Canada bonds, provincial and municipal bonds and corporate bonds rated AAA/AA, A and BBB.Also available is a monthly ABS/MBS market report that provides information on ABS market conditions, market summary data and monthly performance reports on outstanding transactions. This report includes information about the MBS market, including key statistics on MBS spreads and prepayments. Another report contains MBS trading data, cash flows and other key data. A separate monthly Portfolio Valuation Report provides month end pricing for ABS and MBS transactions.Corporate debt research produces highly targeted credit analysis and research for investment grade and high yield debt securities. The corporate bond review covers bond market action, new issues, price/yield movements, rating changes, and buy/sell recommendations.The fixed-income research group produces actionable fundamental and technical analysis, strategies, products, and runs bond indexes and quantitative models relating specifically to fixed income markets, bond portfolios, and individual securities.CIBC provides risk management solutions to corporations, investors, financial institutions, and governments across all asset classes: interest rates, equities, credit, currency, and commodities.CIBC World Markets is a subsidiary of Canadian Imperial Bank of Commerce.

Political Donations
$12.5K
2012

Senator at Office of the Senator from Utah, Mitt Romney

$2,400
2010
Other Affiliations
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