Cole Helvey

Senior Associate

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

Education

Darla Moore School of Business at University of South Carolina – BS, Finance
Fuqua School of Business at Duke University – MBA

Experience

BB&T,
J.P. Morgan

“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.”

Passions & More

Building things with my son
Knocking things down with my daughter
Watching my favorite teams lose while telling myself that next year will be different
Traveling with my wife
Non-fiction books that read like fiction

A smiling family sits together on a boat. The woman wears a white cap and yellow swimsuit, holding a toddler in a yellow life jacket on her lap. The man in a red shirt sits beside them. A lake and blue sky are in the background.