Jeffrey Helfrich

Jeffrey Helfrich is a Portfolio Manager and Research Analyst at Penn Davis McFarland, Inc., where he has served since 2010. In this role, he is responsible for leading investment research and portfolio management decisions, with a disciplined focus on public equity markets. Helfrich’s specific investment expertise includes evaluating opportunities in technology, healthcare, and industrial sectors, leveraging in-depth fundamental analysis to identify long-term value.

Previously, Helfrich worked as an Investment Analyst at Petrus Asset Management Company and has held advisory responsibilities at Nuooly, enriching his perspective across asset management and advisory roles. Over his career, he has developed a reputation for rigorous research and analytical skills, contributing to investment strategies for both institutional and individual clients.

Helfrich earned his B.A. magna cum laude in Economics from Harvard University and is a CFA charterholder, underscoring his commitment to professional excellence and ethical standards in investing. His expertise in economics and portfolio management, coupled with a track record of sound judgment in equity selection, marks him as a notable contributor to the investment industry in Dallas and beyond.