Chris Helton

Chris Helton is a Senior Research Analyst at United Capital Financial Advisers, LLC, based in Seattle, WA, where he is responsible for investment research and portfolio analysis in support of client advisory and asset allocation decisions. He specializes in analyzing equity markets and plays a key role in identifying opportunities across multiple sectors, with a noted focus on finance, consumer services, and miscellaneous asset classes as evidenced by his career and sectoral affiliations.

Prior to joining United Capital Financial Advisers, Chris Helton held principal and officer roles at leading financial institutions, including Bankers Trust & Co., Morgan Guaranty Trust Company of New York, and Security Pacific Bank, and served as an Equity Analyst at Paragon Investment Management, which later became a division of United Capital. This extensive institutional experience has given him deep expertise in trust services, equity research, and corporate finance.

Chris Helton holds a Master of Business Administration in Finance from Columbia University and an undergraduate degree from Whitman College. He is also a CFA charterholder, reflecting his commitment to investment excellence and professional standards. Throughout his career, he has been recognized for his analytical rigor and strategic insights within the investment advisory sector, particularly in areas related to equity markets and diversified portfolio management.