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Our Partners

hay helveyJames R. Helvey III
Jayjoined Cassia Capital Partners LLC as the founding Managing Partner in 2011 after a successful career at CMT Asset Management, Ltd., an international asset management firm with offices in Chicago, London, and Hong Kong, which he helped establish in 2005. As principal partner, he was responsible for Risk Management and Portfolio Construction which included allocating to hedge funds.

Mr. Helvey is recognized as a leader in financial risk management with extensive experience in trading cash, futures, and derivatives instruments, as well as 12 years experience overseeing large investment portfolios. As a Managing Director at J.P. Morgan, Jay served as the Vice Chairman of J.P. Morgan’s Risk Committee and Global Head of Derivative Counterparty and Hedge Fund Risk Management.

Jay earned a Master’s Degree in International Affairs, Banking and Finance in 1984 from the School of International and Public Affairs at Columbia University in New York, where he was an International Fellow. He also attended the University of Cologne, West Germany in 1982 as a Fulbright Scholar. He has a Bachelor of Arts degree from Wake Forest University where he earned a double-major in Political Science and German in 1981. He graduated Magna Cum Laude, with Honors, and was inducted into Phi Beta Kappa.

Jay serves on the Pike Electric Corporation Board of Directors and the Wake Forest University Board of Trustees, where he has served as a member of its Investment Policy Committee since 1998, overseeing the university’s $1 billion investment portfolio. In addition, Jay serves on the WFU Baptist Medical Center Investment Committee and is a Director of Piedmont Federal Savings Bank.

Jay co-founded the Winston-Salem, N.C. chapter of the New Canaan Society, a Christian men’s fellowship organization. Married for 30 years, Jay and his wife have five children.

 

heath flockCharles D. Barham III
Charlie joins Cassia Capital Partners as a Managing Partner following a twenty-year career with Wells Fargo Bank and its predecessor company, Wachovia Bank. During the course of his career Charlie held senior roles within the Private Banking, Investment Banking, and Corporate Banking divisions of the company in which he excelled in delivering sophisticated capital markets, risk management, and global financing strategies to high net worth individuals and institutional clients.

Most recently, Charlie served as Senior Vice President and Regional Private Banking Manager for Wells Fargo Wealth Management in the Piedmont Triad Region of North Carolina. In this role, Charlie was responsible for leading a team of wealth professionals to deliver comprehensive financial advice and services to high net worth clients.

Charlie earned a Bachelor of Arts degree from Wake Forest University in 1992, graduating cum laude with a major in Economics. He is married to Ann, a physician and associate professor of family medicine at Wake Forest Baptist Health.

 

 

 

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