Jacob Helwick

Analyst
616 284 3704
jhelwick@adamyvaluation.com

Jacob joined Adamy Valuation in 2017. His primary responsibilities include providing clients with valuation and financial advisory services in connection with employee stock ownership plans, mergers and acquisitions, management succession planning, corporate strategic planning, and other financial transactions.

Prior to joining Adamy, Jacob worked as a Commercial Credit Analyst for a large Michigan-based bank where he was also involved in a leadership development program. Additionally, he was a Risk Management Intern at a well-known, global chemical company.

While pursuing his undergraduate degree in Accounting and Finance, Jacob was a member of the Seidman Investment Portfolio Organization, and was one of ten pre-selected students to manage an equity and fixed income portfolio over the course of his senior year. He also co-facilitated a leadership program for first year and transfer students at Grand Valley State University.

Education

  • BBA, Grand Valley State University