Helena Scholz, CFA

Portfolio Manager, Senior Research Analyst

Helena Scholz is a Co-Portfolio Manager for the Small Cap Value strategy and a Senior Analyst for the Value Equity team. She is responsible for security selection for the Small Cap Value strategy and financial analysis for the Value Equity team. Helena has been with the firm since 2008. She served six years as a Research Analyst on the Value Equity team in addition to roles overseeing performance analysis and as a product specialist for the Value Equity strategies.

Helena earned a Bachelor of Science degree in Marketing from Lehigh University’s College of Business and Economics. She completed the Chartered Financial Analyst program in 2015, is a CIPM certificate holder, and a member of the New York Society of Security Analysts.