Jacob Smith
InvestorDirector of Finance and Operations at Helena Special Investments
About
Jacob Smith is Director of Finance and Operations at Helena Special Investments, where he handles fund administration, financial management, and compliance across the firm's investment platforms. He previously worked as Director of Finance and Fund Operations at Soma Capital Management and held senior roles at SAX Capital and Osceola Capital Management, focusing on fund operations, reporting, and LP transparency. He earned undergraduate and graduate degrees from the University of South Florida.
Colleagues at Helena Special Investments
Amol Mehta
Investor at Helena Special Investments
Anne Lann
Executive Coordinator at Helena Special Investments
Colin Whelan
Vice President: Helena Special Investments at Helena Special Investments
Erika Yorio
Vice President: Programming and Content at Helena Special Investments
Evan Davison Kotler
Director: Research & Health Security at Helena Special Investments
Henry Elkus
Founder & CEO at Helena Special Investments
Jan Jaro
Director: America in One Room | Project Operations at Helena Special Investments
Jeff Brooks
Senior Associate: Helena Special Investments at Helena Special Investments
Frequently asked questions
- Where does Jacob Smith work?
- Jacob Smith is Director of Finance and Operations at Helena Special Investments.








