Jay McCormick, CFA

Jay McCormick has broad, deep and varied experience in the worlds of business, investing and the financial markets.

Jay graduated Magna Cum Laude in 1981 from the Honors College at the University of Michigan, with a Bachelor’s degree in English and a minor in history. He started his career as a financial journalist with Advertising Age, before moving on to Crain’s Chicago Business, and then to Forbes. In 1986, Jay joined USA Today, where he rose after a few years to the position of Financial Markets Editor. In that role, he directed all stock and bond market coverage. He also developed the Insider Trading column, tracking large equity trades by company executives, the first such column to be produced regularly and rigorously.

In 1993, Jay was named Managing Editor for Crain’s Chicago Business, responsible for developing strong business coverage of the Chicago area on a regular basis. He also wrote a monthly column on the strategies of mutual fund portfolio managers. In his final journalism position, Jay became an international correspondent and wrote investment and other financial and economic articles from Paris and London for USA Today, as well as for Business Week International and other business publications.

In 1997, Jay was named an Alfred P. Sloan Fellow at the University of London. After graduating with Distinction with a Masters of Science in Management at the London Business School, Jay joined Standard & Poor’s in the U.S. During his more than seven years at S&P, he supervised a group of industry analysts, worked with global investment data and index providers, and oversaw data and products used by major mutual fund and quantitative analysis firms around the world for equity and fixed income research.

During this period, Jay also studied the technical workings of the financial markets, passed a series of examinations and earned his Chartered Financial Analyst (CFA) designation. The CFA charter is internationally recognized as a global standard for measuring portfolio management and investment analysis competence and integrity.

Jay’s interests, besides professional, include road and mountain cycling, skiing, and spending time with his wife, Carolyn, and young son. He attends St. John’s Episcopal Cathedral and also acts as a volunteer for the CFA Society of Colorado.

Contact Jay McCormick at 303.861.4835 x211 or jmccormick@helminvest.com

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