Corporate Board Profile
Tech Score: 80/100
8 mention(s) identify JAMES R. HELVEY, III as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| Coca-Cola Consolidated, Inc. | 2016-03-30 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. | Experience as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, indicating technical skills in software and finance. |
| Coca-Cola Consolidated, Inc. | 2017-03-20 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. | Experience as Chairman and Chief Executive Officer of an online derivatives services provider, indicating familiarity with technology and software systems. |
| Coca-Cola Consolidated, Inc. | 2018-03-26 | James R. Helvey, III, Managing Partner, Cassia Capital Partners, LLC. | Experience as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, indicating familiarity with technology and software. |
| Coca-Cola Consolidated, Inc. | 2019-03-25 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, from 2000 to 2002. | Experience as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, indicating familiarity with technology and software systems. |
| Coca-Cola Consolidated, Inc. | 2020-03-23 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, from 2000 to 2002. | Co-founded an online derivatives services provider and has experience in risk management and technology-related roles. |
| Coca-Cola Consolidated, Inc. | 2022-03-28 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. | Co-founded an online derivatives services provider and has experience in risk management, indicating familiarity with technical systems. |
| Coca-Cola Consolidated, Inc. | 2023-03-20 | Mr. Helvey co-founded Cassia Capital Partners, LLC, a registered investment advisor. | Co-founded an online derivatives services provider and has experience in risk management and finance, indicating familiarity with technical systems. |
| Coca-Cola Consolidated, Inc. | 2024-03-25 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. | Formerly served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, indicating experience in technology and software. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-03-30 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. |
| 2017-03-20 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. |
| 2018-03-26 | James R. Helvey, III, Managing Partner, Cassia Capital Partners, LLC. |
| 2019-03-25 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, from 2000 to 2002. |
| 2020-03-23 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider, from 2000 to 2002. |
| 2021-03-22 | Mr. Helvey co-founded Cassia Capital Partners, LLC, a registered investment advisor, in 2011 and has served as a managing partner since its formation. |
| 2022-03-28 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. |
| 2023-03-20 | Mr. Helvey co-founded Cassia Capital Partners, LLC, a registered investment advisor. |
| 2024-03-25 | Mr. Helvey served as Chairman and Chief Executive Officer of Cygnifi Derivatives Services, LLC, an online derivatives services provider. |
| 2025-03-24 | James R. Helvey, III, Managing Partner, Cassia Capital Partners, LLC. |
Data sourced from SEC filings. Last updated: 2025-07-01