Sign in

You're signed outSign in or to get full access.

H(

Helen Qu (GFM)

Senior Investment Analyst at Sentinel Trust Co. Lba

United States

About

Helen Qu, MBA, CFA, CPA, CAIA, is a Senior Vice President and Senior Investment Analyst at Sentinel Trust Company in Houston, Texas. In her current role, she serves as Director of Hedge Fund Investments, leading the analysis, selection, and oversight of hedge fund strategies for the firm's multi-family office clients. Her responsibilities center on alternative investments, particularly hedge funds, and she is a key contributor to the investment management team.

Helen's investment expertise spans alternative asset classes, with a particular focus on hedge funds and real assets. Her experience includes both qualitative and quantitative manager due diligence, portfolio construction, and ongoing monitoring of multi-manager hedge fund portfolios. Previously, Helen held senior consulting roles at FTI Consulting, where she provided financial advisory and analytical services, further strengthening her investment and risk analysis background.

Helen holds degrees from Fudan University, the C.T. Bauer College of Business, and the University of Houston. Her rigorous academic training, combined with professional credentials (MBA, CFA, CPA, CAIA), underscores her deep analytical skills and broad expertise in investments and portfolio management. She is recognized for her leadership in hedge fund oversight and her contributions to the growth and sophistication of Sentinel Trust’s alternative investment practice.

Career History

OrganizationRoleDate RangeDetails
Sentinel Trust CompanySenior Investment AnalystUnknown to Present
FTI ConsultingSenior ConsultantUnknown to Present

Education

Fudan University

C.T. Bauer College of Business

University of Houston

Others at Sentinel Trust Co. Lba (4)

NameRoleLocation
D
Devangi Thakkar
Vice President, Investment Performance and Reporting ManagerHouston, TX , United States
Drew Nelson
Drew Nelson
Vice President, Portfolio ManagerHouston, TX , United States
T
Todd Burchett
Chief Investment OfficerHouston, TX , United States
Ingrid Tang
Ingrid Tang
Portfolio Manager-Private Assets, Vice PresidentHouston, TX , United States

Similar Fund Managers

NameRoleFundLocation
P
Peter Lodwick
PartnerTurtle Creek Wealth Advisors, LLCTX , United States