Partner, Cassia Capital Partners; Board Member, New Canaan Society
Jay Helvey joined Cassia Capital Partners LLC as the founding Managing Partner in 2011 after a successful career at CMT Asset Management, Ltd., an international asset management firm with offices in Chicago, London, and Hong Kong, which he helped establish in 2005. As principal partner, he was responsible for Risk Management and Portfolio Construction which included allocating to hedge funds.
Jay is recognized as a leader in financial risk management with extensive experience in trading cash, futures, and derivatives instruments, as well as 12 years of experience overseeing large investment portfolios. As a Managing Director at J.P. Morgan, Jay served as the Vice Chairman of J.P. Morgan’s Risk Committee and Global Head of Derivative Counterparty and Hedge Fund Risk Management.
Jay earned a master’s degree in International Affairs, Banking and Finance in 1984 from the School of International and Public Affairs at Columbia University in New York, where he was an International Fellow. He also attended the University of Cologne, West Germany in 1982 as a Fulbright Scholar. He has a Bachelor of Arts degree from Wake Forest University where he earned a double-major in Political Science and German in 1981. He graduated Magna Cum Laude, with Honors, and was inducted into Phi Beta Kappa.
Jay serves on the Coca Cola Consolidated Bottling Co. (COKE), Computer Task Group (CTG), and Piedmont Federal Savings Bank Board of Directors. In addition, Jay served on the Pike Electric Board (PIKE) from 2005 – 2014. Jay also served as a Wake Forest University trustee from 1997 – 2017 and as a Wake Forest Medical Center Director from 2015 – 2017. In addition to his corporate board roles, Jay serves on the investment committees of Verger Capital Management, the Wake Forest University Health Sciences, and the Winston Salem Foundation.
Jay co-founded the Winston-Salem, N.C. chapter of the New Canaan Society, a Christian men’s fellowship organization. Married for 30 years, Jay and his wife have five children.