Kimball B. Halsey, MBA
Kimball has over 30 years of investment experience tracking and developing complex quantitative investment models, and over 20 years of experience directly managing high net worth client’s money.
His impressive educational background includes a B.A. in Mathematics and Economics from Dartmouth College, an M.B.A. in Finance from the Wharton School of the University of Pennsylvania (where he was awarded the coveted Palmer Scholar), and an M.A. in International Studies from the Lauder Institute of the University of Pennsylvania.
Prior to founding Radius, Kimball worked as VP of Operations and Quantitative Strategies at Halsey Advisory and Management and as SVP and PM at Commons Capital.
Kimball is an avid traveler, an exceptionally talented musician, is fluent in German and French and is conversant in Russian.
Founder and President
Helen Jamieson, CFA FRM
Originally from Cape Town, South Africa, Helen’s over 20 years of experience spent working for international investment firms including MSCI-Barra and Franklin Templeton in Africa and the Middle East bring a unique level of global economic and financial market understanding not usually seen in wealth advisor firms.
Helen graduated from the University of Cape Town in 2002, with a B.Com. with Honors in Financial Analysis and Portfolio Management, and a B.Sc. in Mathematics and Statistical Sciences. She is a Chartered Financial Analyst (CFA) and a registered Financial Risk Manager (FRM), and is dedicated to ethical investment practices.
When not spending time with her husband and two children, Helen actively participates on various non-profit education boards and initiatives.
Senior Vice President and Portfolio Manager