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. Since joining Hudson Edge in 2008, Helena has served in a variety of roles across the US Equity platform, including Research Analyst, Performance Analyst, and Product Specialist, before becoming Co-Portfolio Manager of the US Small Cap strategy.

Helena earned a Bachelor of Science degree in Marketing from Lehigh University’s College of Business and Economics. Helena is a CFA Charterholder, a CIPM certificate holder, and a member of the CFA Society of New York.