Helena Scholz, CFA

Portfolio Manager, Senior Research Analyst

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