Helios Appoints Senior Research Analysts to Accelerate Expansion and Development of Helios Ecosystem

Newly appointed experts to enhance research and market analytics capabilities

Helios, created to equip financial advisors with the necessary tools to increase scale and efficiency as well as communicate with more confidence, today announced the appointment of two senior research analysts. Drawing on their expertise in quantitative methods, these accomplished analysts will play a pivotal role in advancing the Helios ecosystem, empowering advisors with highly customizable models.

Helios takes a significant stride forward with the addition of Lena Arai, Ph.D. and Caleb Findell as senior research analysts. Both will report to Jason Van Thiel, recently promoted to Managing Director of Product, who will spearhead the team's efforts to provide clients with top-notch content and analysis, delivering a world-class asset management experience.

"We are delighted to welcome Lena and Caleb to the Helios team, reinforcing our commitment to excellence in serving our clients,” said Van Thiel. “Their acumen will undoubtedly elevate our capabilities and contribute significantly to our clients' success. I am genuinely excited about the possibilities we can unlock together.”

Bringing extensive expertise in data science, Arai joins Helios from Phillips, Fractor & Company, LLC. Previously, she served as a data analyst/research associate at Claremont Graduate University's Center for Neuroeconomics Studies (CNS) while completing her PhD in Economics and Information Systems & Technology. Findell, a seasoned investment analyst, also brings significant value to the Helios team, having held prominent positions at UBS and Ameriprise, and most recently serving as an investment analyst at Gradient Financial Group.

“We are incredibly excited for the opportunities ahead at Helios. Lena and Caleb's addition to our team will undoubtedly enhance our ability to support advisors in delivering exceptional service to their clients,” added Chris Shuba, Helios’ Founder and CEO. “We’re focused on empowering advisors to thrive by equipping them with the best data and research available. As part of this, under Jason’s leadership, we are dedicated to continuously enhancing Helios Tools' capabilities and offering advisors the flexibility they desire to customize their asset management programs.”

In addition to his recent promotion, Van Thiel's four-year tenure at Helios as Director of Research highlights both his expertise and dedication to client success. With a distinguished background that includes his role as a former Senior Manager at Charles Schwab and Director of Asset & Wealth Management at SoFi, he brings a substantial wealth of experience to his new position. Furthermore, a nearly nine-year stint at Mount Yale Capital Group, during which he focused on portfolio design, asset management, and investment product development, further solidifies his proficiency in the field.

Helios’ recently introduced enhanced sleeving capabilities offer advisors a valuable tool for portfolio customization, enabling them to stand out in the industry and exceed clients’ expectations. With the dedicated team's robust expertise and additional bandwidth, advisors using Helios stand to gain a competitive edge. Van Thiel will take charge of the development of the Helios Tools web application, solidifying the platform's position as a valuable resource for advisors.

For more information on Helios, visit https://heliosdriven.com/

About Helios

Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.

Therefore, they created their own service category – the insourced CIO. Their unique team of skilled and experienced individuals partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, Helios has grown to influence over 800 Financial Advisors who collectively manage over $30 billion.

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