General Investing >> Money Manager Interviews >> March 8, 1999

Jack P. Phelan – Helios International Asset Management

JACK P. PHELAN is the President of Helios International Asset Management Inc. His investment experience spans over 25 years as a Security Analyst, Portfolio Manager and Investment Advisor. Before forming Helios, Mr. Phelan was President of Nicholson/Kenny Capital Management. Prior to that, Mr. Phelan was the Managing Director of Acorn Asset Management Corporation's 'Growth and Opportunity' portfolios. Earlier, he was the Founder and for 17 years the President of Phelan Capital Management Corporation, an investment advisory firm located in New York and Westport, Connecticut. Also, during this time, Mr. Phelan was the President and Chief Investment Officer of Citadel Asset Management Company. As a Portfolio Manager, Mr. Phelan has managed investment assets for a wide variety of institutional and individual investors. Mr. Phelan received his BA from Monmouth College, Monmouth, Illinois and further education from Washington University, St. Louis. He is a member of The Association of Investment Management Research, the New York Society of Security Analysts, the Financial Analysts Society of South Florida, the International Society of Financial Analysts and the International Association for Financial Planning. He is also a member of MENSA and The International Society of Philosophical Enquiry. Profile
TWST: What investment philosophy did you choose to implement at your new

firm, Helios International Asset Management?

Mr. Phelan: We don't have a single investment strategy. We use