Jay Helvey
Director/Board Member at COCA-COLA CONSOLIDATED, INC.
Profile
Mr. James R.
Helvey, III, is an Independent Director at Coca-Cola Consolidated, Inc., a Chairman at Computer Task Group, Inc. and an Advisor & Partner at Cassia Capital Partners LLC.
He is on the Board of Directors at Coca-Cola Consolidated, Inc., Piedmont Federal Savings Bank, Verger Capital Management LLC and Oakwood Country School.
Mr. Helvey was previously employed as a Chairman & Chief Executive Officer by Cygnifi Derivatives Services LLC, a Trustee by Wake Forest University, a Manager-Short Term Interest Rate Business by J.P.
Morgan & Co., Inc. (Old), and a Partner by CMT Asset Management llc.
He also served on the board at Pike Corp., Pike Electric LLC and Wake Forest Baptist Medical Center.
He graduated in 1981 from Wake Forest University with a bachelor’s degree in Politics and German.
He received a MA degree in international finance and banking from Columbia University School of International and Public Affairs in 1984.
Jay Helvey active positions
| Companies | Position | Start |
|---|---|---|
| COCA-COLA CONSOLIDATED, INC. | Director/Board Member | 31/12/2015 |
| Oakwood Country School | Director/Board Member | 27/10/2009 |
Cassia Capital Partners LLC
 Cassia Capital Partners LLC Investment ManagersFinance Cassia Capital Partners LLC (Cassia) is a SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by James "Jay” Helvey III in 2011 and is owned by James R Helvey III LLC. Cassia offers investment management, financial consulting and related advisory services to individuals, institutions, foundations, and other investment advisors. | Founder | 30/09/2011 |
Piedmont Federal Savings Bank
 Piedmont Federal Savings Bank Savings BanksFinance Piedmont Federal Savings Bank provides banking services. It offers retirement, online banking, telebanking, checking and savings accounts, money market accounts, loans, and other standard services. Its residential mortgages loan portfolio includes multifamily real estate loans and consumer loans. The company was founded in 1903 and is headquartered in Winston-Salem, NC. | Director/Board Member | 31/12/2013 |
Verger Capital Management LLC
 Verger Capital Management LLC Investment ManagersFinance Verger Capital Management LLC (Verger Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Winston-Salem, North Carolina. The firm was founded by James “Jim” Dunn in 2013. They are principally owned by Wake Forest University, a private, coeducational university. Verger Capital's investment professionals are part of the administration of Wake Forest University and are responsible for managing the Wake Forest University endowment funds. The firm primarily provides investment advisory services to private investment funds and to institutional investors, which include charitable institutions, foundations, and endowments. | Director/Board Member | - |
Former positions of Jay Helvey
| Companies | Position | End |
|---|---|---|
| COMPUTER TASK GROUP, INCORPORATED | Chairman | 11/12/2023 |
| Wake Forest University | Director/Board Member | 31/12/2016 |
| PIKE CORP | Director/Board Member | 30/11/2014 |
Pike Electric LLC
 Pike Electric LLC Electric UtilitiesUtilities Pike Electric LLC provides electrical services. It offers services to investor owned utilities, EMCs, Co-ops and municipalities throughout the Southeast, the Mid-Atlantic, South Central, and Southwestern portions of the U.S. The company is headquartered in Mount Airy, NC. | Director/Board Member | 31/12/2013 |
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Training of Jay Helvey
| Wake Forest University | Undergraduate Degree |
| Columbia School of International & Public Affairs | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| COCA-COLA CONSOLIDATED, INC. | Consumer Non-Durables |
| COMPUTER TASK GROUP, INCORPORATED | Commercial Services |
| Private companies | 10 |
|---|---|
Pike Electric LLC
Pike Electric LLC Electric UtilitiesUtilities Pike Electric LLC provides electrical services. It offers services to investor owned utilities, EMCs, Co-ops and municipalities throughout the Southeast, the Mid-Atlantic, South Central, and Southwestern portions of the U.S. The company is headquartered in Mount Airy, NC. | Utilities |
| J.P. Morgan & Co., Inc. (Old) | Finance |
Piedmont Federal Savings Bank
Piedmont Federal Savings Bank Savings BanksFinance Piedmont Federal Savings Bank provides banking services. It offers retirement, online banking, telebanking, checking and savings accounts, money market accounts, loans, and other standard services. Its residential mortgages loan portfolio includes multifamily real estate loans and consumer loans. The company was founded in 1903 and is headquartered in Winston-Salem, NC. | Finance |
Pike Corp.
 Pike Corp. Engineering & ConstructionIndustrial Services Pike Corp. engages in the provision of construction, repair, and engineering services for distribution and transmission powerlines and substations. It also offers renewable maintenance services, storm restoration, gas distribution, system hardening, testing and commissioning, renewable system design, technical services, and project management services. The company was founded by Floyd S. Pike in 1945 and is headquartered in Mount Airy, NC. | Industrial Services |
CMT Asset Management llc
 CMT Asset Management llc Investment ManagersFinance CMT Asset Management LLC (CMTAM) is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2003 and is a wholly-owned subsidiary of CMT Digital Holding LLC, which in turn is wholly-owned by a share class of GTO LLC. CMTAM serves as the investment manager for private investment funds that are offered to sophisticated investors including institutions, high net-worth individuals and family offices. | Finance |
| Cygnifi Derivatives Services LLC | |
Coca-Cola Bottling Co.
 Coca-Cola Bottling Co. Beverages: Non-AlcoholicConsumer Non-Durables Coca-Cola Bottling Co. manufactures and markets soft drinks. The company is headquartered in Conroe, TX. | Consumer Non-Durables |
Wake Forest Baptist Medical Center
 Wake Forest Baptist Medical Center Medical/Nursing ServicesHealth Services Wake Forest Baptist Medical Center operates as a medical center. It provides volunteer services such as application process, adult volunteers, college student volunteer program and summer volunteer program. The company was founded in 1834 and is headquartered in Winston-Salem, NC. | Health Services |
Cassia Capital Partners LLC
Cassia Capital Partners LLC Investment ManagersFinance Cassia Capital Partners LLC (Cassia) is a SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by James "Jay” Helvey III in 2011 and is owned by James R Helvey III LLC. Cassia offers investment management, financial consulting and related advisory services to individuals, institutions, foundations, and other investment advisors. | Finance |
Verger Capital Management LLC
Verger Capital Management LLC Investment ManagersFinance Verger Capital Management LLC (Verger Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Winston-Salem, North Carolina. The firm was founded by James “Jim” Dunn in 2013. They are principally owned by Wake Forest University, a private, coeducational university. Verger Capital's investment professionals are part of the administration of Wake Forest University and are responsible for managing the Wake Forest University endowment funds. The firm primarily provides investment advisory services to private investment funds and to institutional investors, which include charitable institutions, foundations, and endowments. | Finance |
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