Helen Whelan

Helen Whelan, CFA FRM, currently serves as the Chief Risk Officer at Brown Shipley | A Quintet Private Bank since March 2024. Prior to this role, Helen held various positions at LGT Wealth Management from June 2008 to March 2024, culminating in the position of Head of Risk, overseeing investment compliance and operational risk. Earlier experience includes roles at UBS as an Investment Assistant from June 2006 to June 2008. Helen's educational background includes a BSc in Mathematics from the University of Exeter, an MBA Essentials from The London School of Economics and Political Science, a Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals, and a Chartered Financial Analyst (CFA) designation from the CFA Institute.