Partner, Portfolio Manager
- Years of
- Years at First
The Varon Group, which includes Dan Helmick, Jack Varon, and Michael Kelter, has a long-term track record of prudent investing and protecting and steadily building clients' wealth over time. They believe strongly in long-term investing and the power of compounding. As patient, risk-averse, value-oriented investors, they conduct deep due diligence before making any investments on their clients' behalf. This has historically allowed for low portfolio turnover and tax efficiency.
Dan Helmick Biography
Dan Helmick is a Partner and Portfolio Manager. Prior to joining First Manhattan in 1997, he practiced as a Certified Public Accountant at Ernst & Young.
Dan holds an MBA in Accounting and Finance from New York University's Stern School of Business and a BA in Art History from Trinity College.