Dan  Helmick

Dan Helmick

Research Analyst & Trader

Dan Helmick is a Research Analyst & Trader for Journey Advisory Group.  Prior to joining Journey, Dan worked in various equity research, trading, and portfolio management roles at banks, broker dealers, and registered investment advisors.  Dan oversees portfolio construction, research, and trading functions for the team.  Dan’s investment style focuses on fundamentals, technical analysis, and risk management. 

 

Dan graduated from Northern Kentucky University and earned a degree in finance as well as an MBA.  Dan has passed level 1 of the Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA) programs. 

 

Dan resides in Lebanon, Ohio with his wife Torie and young son, Peyton.  Outside of work, he enjoys exercising, traveling, cooking, reading, and spending time with his family and pets.