Joe Helfert

Joe Helfert currently serves as the Senior Head of Data and Portfolio Management at CFA Institute, a position held since April 2020. Prior to this, Joe was Principal at Caldwell from June 2019 to April 2020. From October 2004 to June 2019, Joe held the role of Associate Vice President at FINRA. Joe's career began at Booz Allen Hamilton, where Joe worked as a Senior Associate from 1993 to 2004.