Brian Helmes
About Brian Helmes
Brian Helmes is a Senior Manager in Asset & Wealth Management Consulting for North America at Alpha FMC, where he has worked since 2021. He has extensive experience in the asset management sector, having held various roles at firms such as eSecLending and EY, and possesses specialized expertise in ESG issues.
Work at Alpha FMC
Brian Helmes currently serves as Senior Manager for Asset & Wealth Management Consulting in North America at Alpha FMC. He has held this position since 2021, contributing to the firm's consulting services in the asset and wealth management sector. His role involves advising clients on various aspects of asset management, leveraging his extensive experience in the industry.
Previous Experience in Asset Management
Prior to his current role, Brian worked at Alpha FMC as Manager for Asset & Wealth Management Consulting from 2017 to 2021. He also held positions at EY, where he served as Manager in Wealth & Asset Management Advisory from 2015 to 2017 and as Senior Consultant from 2014 to 2015. His early career included roles at eSecLending and Wipro Technologies, where he focused on client relationships and securities consulting.
Education and Expertise
Brian Helmes holds a Bachelor of Arts in Economics and Business Administration from the University of Vermont, obtained between 1999 and 2003. He furthered his education with a Master of Liberal Arts in Management Studies and Finance from Harvard University, completed in 2012. Additionally, he has a Certificate from the Massachusetts Institute of Technology - Sloan School of Management in Artificial Intelligence: Implications for Business Strategy, acquired in 2018.
Specialization in ESG and Investment Technology
Brian has specialized expertise in Environmental, Social, and Governance (ESG) issues, which are increasingly relevant in asset management. He has discussed the importance of ESG leadership within the industry and contributed insights on climate-related disclosure requirements for Canadian financial institutions. His background also includes a strong understanding of investment technology, essential for modern asset management strategies.
Leadership and Change Management Skills
Brian possesses a broad market experience that enables him to assist executives in preparing for future challenges and delivering transformational change. He has experience in change management, which is critical for implementing strategic transformations in organizations. His insights into the ESG regulatory landscape and its challenges for asset managers further demonstrate his capability in navigating complex industry dynamics.