JR Helfrich

JR serves as the Director of Business Development with a career spanning multiple decades in the investment industry.
JR Helfrich

JR Helfrich

Director, Business Development

JR Helfrich’s primary focus at CVA is to leverage his 25+ industry expertise to partner companies needing boutique valuation and advisory services. Prior to joining our team, JR spent the majority of his career with Refinitiv, which is now owned by the London Stock Exchange Group. Refinitiv’s predecessors include Thomson Reuters, Thomson Financial, and Primark where he joined the firm originally. JR has also held multiple engagements with startups over his career. He has held managerial roles in product development, consulting, and business development.

Education

Bachelor’s of Business Administration in finance, University of Kentucky

Office Location

Naples, FL