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.

Jack Varon Biography

Jack Varon is a Senior Managing Director, Portfolio Manager, and member of First Manhattan's Research Committee. He worked closely with David Gottesman, the founder of First Manhattan, from 1985 until his death in 2022.

Jack holds a BA in Economics from Yeshiva University.