Kevin C. Helwig
Denver,CO
Summary
A top-producing, direct sales leader with a track record of success in raising over $4.2 billion in capital. Skilled in driving strategic growth and improving operational efficiencies. Recognized for fostering collaboration and adaptability in dynamic environments. Excel in strategic planning and financial management. Provide expert financial advice across a diverse range of products, including: REITs, Private Placement Offerings, Mutual Funds, and Annuities.
Overview
27
27
years of professional experience
Work History
Managing Director of Wealth Management
Real Talk Capital
01.2025 - Current
- Concentrate on High-Net-Worth investors and aim to increase their average Asset Under Management (AUM)
- Educate potential investors to maximize their financial capabilities
- Work leads generated from podcasts and retirement income movie nights
Managing Director/Product Specialist
True Life Capital Markets
08.2023 - 06.2024
- Company Overview: (Denver, CO)
- Focused on capital raise with our private equity, Elite Fund III offering, through the Independent and RIA channels
- Educated advisors about Elite Fund III and presented to prospective and their high-net-worth investors
- Finished as #2 region in sales for 2023 and 2024
- Worked as primary spokesman for True Life Capital Markets at national conferences, regional meetings, zoom/conference calls, 1v1 meetings with advisors and their clients
- (Denver, CO)
Managing Director/Product Specialist
Bluerock Capital Markets
08.2018 - 08.2023
- Company Overview: (BRG-NYSE)
- Integrated Bluerock Executive Management, BCM External/Internal Sales, and National Accounts teams to develop strategic partnerships with Independent Broker-Dealers and RIAs
- BCM Products: BIGR Private Equity Common and Preferred Stock, Total Income Interval Fund and 1031 Exchanges
- Open new distribution channels, and expand BRG's awareness, sales and distribution platform nationally
- BRG was #1 Alternative sales team in Independent, RIA and bank channels for capital raise in 2019, 2020, 2021 and runner up in 2022
- Raising north of $1b in each of those 4 years listed
- (BRG-NYSE)
Sr. Regional Vice President
Preferred Capital Securities
01.2016 - 08.2018
- Company Overview: (APTS-NYSE)
- External Wholesaler working in the Independent and RIA Channels
- Distributing our Non-Traded Preferred Stock and Warrant Offering
- Top Quartile Territory, #3 of 17 regions
- Fusion Training for public speaking
- (APTS-NYSE)
Regional Sales Director
Highland Capital Management
06.2014 - 01.2016
- I worked as an External Wholesaler in IBD and RIA channels
- Distributed Healthcare BDC, ETF, Closed End and 40 Act Mutual funds offering A, C and I shares
- Was #1 of 18, IBD Wholesaler Non-traded BDC sales
- Advisory Council Member for IBD Channel
Managing Director and National Sales Mgr.
Ascendant Capital/KBR Capital Markets, VII Peaks BDC II Fund
11.2012 - 06.2014
- I worked as both National Sales Manager and External Wholesaler in IBD and RIA channels
- Managed 12 External/Internal Wholesalers and increased sales from $1m to $5m monthly alternative sales
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
Regional Vice President
Octavus Group Distributor
03.2012 - 11.2012
- Represent Millburn and LoCorr Managed Futures Funds
- External Wholesaler to Independent, Regional Wirehouse and RIA channel with over 4500 reps
- Distribute Private Accredited LP, DPP and Mutual funds with A, C and I shares
Senior Vice President
Behringer Harvard Real Estate Investment Funds
05.2004 - 03.2012
- Distribute Public Non-traded REIT, Private Accredited Offerings and 1031 Exchange
- Developed Mountain States Territory from zero to over $650 million in capital raise
- Top quartile territory for 16 regions
- Receipient of Grinder award for most meetings held
- Received Top Honors 4 of 6 years for highest ratio of advisors to producers at 29% of territory
Regional Vice President
Columbia Funds Distributor
12.1997 - 05.2004
- Annualized $580 million sales for 2004 in Wirehouse, Independent and RIA Channels
- Responsible for over $470 million in mutual fund assets 2003
- FUSION training for public speaking
Education
Bachelor of Arts - Economics
University of Arizona
Tucson, AZ12-1990
Skills
- Financial analysis
- Regulatory compliance
- Client relationship management
- Sales strategy development
- Capital raising
- Public speaking
- Investment education
- Networking strategies
- Performance evaluation and monitoring
- Data-driven decision making
Timeline
Managing Director of Wealth Management
Real Talk Capital
01.2025 - Current
Managing Director/Product Specialist
True Life Capital Markets
08.2023 - 06.2024
Managing Director/Product Specialist
Bluerock Capital Markets
08.2018 - 08.2023
Sr. Regional Vice President
Preferred Capital Securities
01.2016 - 08.2018
Regional Sales Director
Highland Capital Management
06.2014 - 01.2016
Managing Director and National Sales Mgr.
Ascendant Capital/KBR Capital Markets, VII Peaks BDC II Fund
11.2012 - 06.2014
Regional Vice President
Octavus Group Distributor
03.2012 - 11.2012
Senior Vice President
Behringer Harvard Real Estate Investment Funds
05.2004 - 03.2012
Regional Vice President
Columbia Funds Distributor
12.1997 - 05.2004
Bachelor of Arts - Economics
University of Arizona