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Contact

  • T: 212.756.3420
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Portfolio Associates

  • Jennifer Del Valle
  • 212.756.3491
  • Christine Heim
  • 212.756.3493
  • Stephen Locorriere
  • 212.756.3235
  • Terri Molloy
  • 212.756.3483

Wealth Advisor

  • Sharon Appelman, CFP®
  • 212.756.3350

Dan Helmick

Senior Managing Director, Portfolio Manager

29+

Years of
Experience

25+

Years at First
Manhattan

Team Overview

The DSG Group, which includes Jack Varon, Dan Helmick, and Michael Kelter, has managed portfolios for First Manhattan clients since 1964. The team's long-term track record reflects a history of prudent investing, protecting and steadily building clients' wealth over time. They believe strongly in long-term investing and in 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 Senior Managing Director 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.


Portfolio Associates

  • Jennifer Del Valle
  • 212.756.3491
  • Christine Heim
  • 212.756.3493
  • Stephen Locorriere
  • 212.756.3235
  • Terri Molloy
  • 212.756.3483

Wealth Advisor

  • Sharon Appelman, CFP®
  • 212.756.3350