Helion’s founding team brings deep expertise in portfolio management, fund operations, and client advisory — delivering transparent, disciplined solutions for modern portfolios.
Architect of the Helion strategy, Stephen leads research, portfolio construction, and execution. With deep expertise in options and macro frameworks, he built the Horizon Fund’s investment engine from the ground up.
Instrumental in capital formation and early-stage development, Chace provided the operational lift and strategic direction needed to bring Helion to market. As a fund advisor, he plays an active role in guiding the firm’s outreach and positioning, helping deliver the Horizon strategy to high-net-worth and ultra-high-net-worth clients across advisory and family office channels.
As a key founding partner, Dave contributed critical early funding and strategic insight. He plays an ongoing role in positioning Helion within the advisor and family office landscape.
Cindy leads investor relations, fund operations, and LP communication at Helion Strategies. She brings extensive experience in administration, client service, and operational risk management, per leadership roles at Atlas Investment Management
Helion partners with a select group of institutional service providers to ensure operational excellence, regulatory transparency, and investor protection. These trusted partners provide critical infrastructure that supports the firm’s disciplined investment process and commitment to delivering high standards of service to our investors.
