Cole Helvey Senior Associate 617.377.4730

Cole joined New Heritage Capital in 2022 and is responsible for due diligence, deal execution and portfolio management.

Experience BB&T, J.P. Morgan
Education Darla Moore School of Business at University of South Carolina – BS, Finance

Fuqua School of Business at Duke University – MBA

Passions Travel with my wife. Suffering through Carolina Panthers games. Struggling at golf.
“Supporting founders’ visions for their businesses through committed collaboration allows us to maximize our impact on partner companies and the communities in which they operate.”

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