Our Team

Jeffrey (Jeff) W. Helfrich, CFA


Mr. Helfrich joined the firm in 2010. He graduated magna cum laude from Harvard University with an AB in Economics and is a CFA charterholder. He has been an equity research analyst with the Janus Capital Group, and Independence Capital Asset Partners, LLC in Denver, Co. Prior to joining Penn Davis McFarland, he was a research analyst for Perot Investments, the private investment company for the Perot family in Dallas. Jeff’s primary responsibility is investment research and portfolio management. He is a member of our Investment Committee.