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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sentinel Trust Company | Senior Investment Analyst | Unknown to Present | — |
| FTI Consulting | Senior Consultant | Unknown to Present | — |
Education
Fudan University
C.T. Bauer College of Business
University of Houston
Others at Sentinel Trust Co. Lba (4)
| Name | Role | Location |
|---|---|---|
D Devangi Thakkar | Vice President, Investment Performance and Reporting Manager | Houston, TX , United States |
| Vice President, Portfolio Manager | Houston, TX , United States | |
T Todd Burchett | Chief Investment Officer | Houston, TX , United States |
| Portfolio Manager-Private Assets, Vice President | Houston, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
P Peter Lodwick | Partner | Turtle Creek Wealth Advisors, LLC | TX , United States |