Lee Helman

Managing Director

Financo

Joined: 2006

Office Phone:

(212) 593-9000


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Bio

Lee has over 25 years of global M&A experience, almost all of which has been spent in the Consumer & Retail industry. Lee is responsible for leading Financo’s activities in the e-commerce, direct-to-consumer and Home Furnishings & Décor sectors. He is also the Head of Financo’s broker-dealer practice. Additionally, Lee was named one of Investment Dealer Digest’s Top 40 under 40. Prior to joining Financo, Lee held a number of roles at consumer-oriented businesses, including the position of CFO at Polo Jeans Company. Lee received an MBA from the Questrom Graduate School of Business at Boston University and a BA in English from Tufts University, where he was a member of the Men’s NCAA Tennis Team. He currently serves on the Children’s Health Board at Columbia University Medical Center, and he is a charter member of the Advisory Board of the Tufts Financial Network.

Education

Work History

Gruppo, Levey & Co. (GLC)

EY