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Jack P. Phelan
Corporate Officer/Principal at
International Society of Financial Analysts
Profile
Prior to Helios, Mr. Phelan was President of Nicholson/Kenny Capital Management.
Prior to that, he was Managing Director of Acorn Asset Management Corporation's "Growth and Opportunity" portfolios.
Earlier he was founder of Phelan Capital Management Corporation.
Also during that time he was President Citadel Asset Management Company located in Colorado.
Before forming Phelan Capital, he was the President of Stuyvesant Asset Management Corporation located in New York.
He is a member of the CFA Institute and the NYSSA. He is also a MENSA and The International Society of Philosophical Enquiry.
Jack P. Phelan active positions
| Companies | Position | Start |
|---|---|---|
International Society of Financial Analysts | Corporate Officer/Principal | 05/02/2010 |
Association of Investment Management Sales Executives | Corporate Officer/Principal | 05/02/2010 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | 05/02/2010 |
Mensa International Ltd. | Corporate Officer/Principal | 05/02/2010 |
International Society For Philosophical Enquiry
 International Society For Philosophical Enquiry Miscellaneous Commercial ServicesCommercial Services Operates as an achievement, scientific, philosophical and high IQ society | Corporate Officer/Principal | 05/02/2010 |
Former positions of Jack P. Phelan
| Companies | Position | End |
|---|---|---|
Helios International Asset Management, Inc.
 Helios International Asset Management, Inc. Investment ManagersFinance Helios is a traditional investment advisory firm that handles separately managed accounts. They are conservative, focusing on growth appreciation with capital preservation. They also manage the Selene hedge fund which is more aggressive.The fund is a leveraged portfolio, both long and short, but not market neutral. Selene tends to be more on the long side. The firm focuses on the water-based utilities, energy and health-related sectors. They generally hold 20 to 25 stocks but can hold as many as 40 to 45. | President | 09/09/2008 |
The International Association for Financial Planning | Corporate Officer/Principal | - |
Worldwideweb Institute.com, Inc.
 Worldwideweb Institute.com, Inc. Internet Software/ServicesTechnology Services Develops and hosts Internet Web-sites | Director/Board Member | - |
Stuyvesant Capital Management Corp.
 Stuyvesant Capital Management Corp. Investment ManagersFinance Stuyvesant actively manages equity and balanced client accounts. They aim to achieve preservation of capital and consistent returns over a long period of time. For core equities, the firm emphasizes large and mid-cap stocks. They take advantage of global equity diversification by investing in the US market, emerging markets, and EAFE (Europe, Australia, and the Far East). | Corporate Officer/Principal | - |
| ░░░░░░ ░░░░░░░ ░░░ | ░░░░░░░░░ | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Stuyvesant Capital Management Corp.
Stuyvesant Capital Management Corp. Investment ManagersFinance Stuyvesant actively manages equity and balanced client accounts. They aim to achieve preservation of capital and consistent returns over a long period of time. For core equities, the firm emphasizes large and mid-cap stocks. They take advantage of global equity diversification by investing in the US market, emerging markets, and EAFE (Europe, Australia, and the Far East). | Finance |
Worldwideweb Institute.com, Inc.
Worldwideweb Institute.com, Inc. Internet Software/ServicesTechnology Services Develops and hosts Internet Web-sites | Technology Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
International Society of Financial Analysts | |
Phelan Capital LLC
 Phelan Capital LLC Investment ManagersFinance Phelan Capital employs a multi-strategy approach to investing in the real estate sector | Finance |
The International Association for Financial Planning | |
Association of Investment Management Sales Executives | |
Helios International Asset Management, Inc.
Helios International Asset Management, Inc. Investment ManagersFinance Helios is a traditional investment advisory firm that handles separately managed accounts. They are conservative, focusing on growth appreciation with capital preservation. They also manage the Selene hedge fund which is more aggressive.The fund is a leveraged portfolio, both long and short, but not market neutral. Selene tends to be more on the long side. The firm focuses on the water-based utilities, energy and health-related sectors. They generally hold 20 to 25 stocks but can hold as many as 40 to 45. | Finance |
International Society For Philosophical Enquiry
International Society For Philosophical Enquiry Miscellaneous Commercial ServicesCommercial Services Operates as an achievement, scientific, philosophical and high IQ society | Commercial Services |
Mensa International Ltd. |
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