Helios Adds Eric Woodraska as Client Portfolio Manager

Former analyst and investment consultant to enhance already robust client experience team

SACRAMENTO, Calif.--(BUSINESS WIRE)--Helios, created to equip financial advisors with the necessary tools to increase scale and efficiency and communicate with more confidence, announced today the addition of Eric Woodraska, CFA to the Helios Client Experience team. Focusing on enabling financial advisors to deliver a world-class asset management experience, Woodraska will work closely with product and research teams to support the development of additional tools that drastically improve clients’ asset management experience.

“Our focus has always been on providing an outstanding experience for our clients, in turn enabling them to extend the same to their own,” said Paul Burke, VP of Client Experience at Helios. “Eric’s prior role as an investment consultant and his CFA designation mean he possesses an ideal vantage point to comprehend the support needs of advisors. This background enables him to go above and beyond by providing tailor-made solutions that precisely cater to their distinct business requirements.”

Starting his journey in the financial services industry in Iowa, Woodraska initially served as an equity and research analyst for the Krause Fund and later joined MidAmerica Securities Management Company. Progressing in his career, he ascended to the position of Associate Vice President (AVP), Fixed Income Credit Analyst at Hancock Whitney, a Houston-based firm. Woodraska subsequently transitioned to the role of Investment Consultant at Harborside Group, specializing in investment sales and financial marketing, and later held the position of Regional Director of Advisor Sales for the Pacific Life Insurance Company. In October 2022, Woodraska also obtained his FINRA Series 6 and 63 licenses.

“It’s important to us that our portfolio managers are committed to understanding Helios’ implementation process and maintaining a focus on quality,” said Chris Shuba, Helios’ Founder and CEO. “It was clear to us from our first conversation with Eric that his wealth of knowledge will play a pivotal role in providing invaluable support to our clients.”

Woodraska’s new role will extend beyond catering directly to clients’ needs regarding Helios’ comprehensive suite of quantitative investment management solutions, deep market research and communication tools. He will actively collaborate within the organization to source, develop, and deliver content such as charts, research, and calculations. These efforts will aim to bolster and further enhance the overall client experience provided by Helios.

For more information on Helios, visit https://heliosdriven.com/

About Helios

Founded in 2016, Helios Quantitative Research was created to equip Financial Advisors with new and relevant tools that drastically improve their client's asset management experience, expand their firm's margins, and challenge the old-guard legacy providers as well as the emerging robos of Silicon Valley. We believe that the majority of existing services available to Financial Advisors lack innovation, are too expensive, and enable commoditization in the wealth management industry.

Therefore, we created our own service category – the insourced CIO. Our unique team of skilled and experienced individual's partners with financial advisors across the globe to create, implement, monitor, and communicate quantitative investment strategies that challenge Modern Portfolio Theory and seek to remove as much emotion as possible from investing. In a short time, we have grown to influence over 800 Financial Advisors who collectively manage over $30 billion.