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Jacob Helwick is a Senior Analyst with Adamy Valuation. He provides clients with valuation and financial advisory services in connection with employee stock ownership plans; financial reporting; management succession planning; estate and gift tax reporting; economic damages; divorce; corporate strategic planning; and other financial transactions across a breadth of industries.
Prior to joining Adamy, Jacob worked for a large Michigan-based bank as a Commercial Credit Analyst in a multi-year leadership development program. In this role, he was tasked with assessing credit risk and underwriting loans for real estate, commercial, and industrial purposes. He also previously served as a risk management intern for a well-known, global chemical company, and resided in Tokyo, Japan during his final two years of high school.
Jacob is a graduate of Grand Valley State University (GVSU) where he received a degree in accounting and finance. He was an active member of the Seidman Investment Portfolio Organization, the Vice President of a competitive club sport, a co-facilitator of a leadership program for first-year and transfer students, and one of ten pre-selected students to manage an equity and fixed income portfolio over the course of his senior year.
Currently, Jacob is pursuing the Accredited Senior Appraiser (ASA) credential. He remains an active participant in the Grand Rapids community, serving as a mentor to students in the Seidman College of Business at GVSU and as co-chair of the valuation seminar for the Association for Corporate Growth (ACG) Western Michigan. Jacob is a very outgoing individual who enjoys conversation, has a deep passion for the outdoors, and always looks forward to connecting with new and existing clients.