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Chris Shuba
Founder & CEO at Helios Integrated Planning & Helios Quantitative Research


Chris Shubais founder and CEO of Helios Integrated Planning and Helios Quantitative Research.
When the 2008 financial crisis struck, it became obvious that a quantitative, emotionless approach to asset management was the clearest path to success in modern markets. After spending time at Ameriprise Financial and Columbia Threadneedle, Shuba focused on developing mathematical models that could help financial advisors mitigate market volatility. In 2014, he put to use a series of algorithms he designed. These models were met with immediate interest by a broad range of clients, and financial advisors nationwide were clamoring for access to his algorithms. In 2019, Shuba and a team of financial advisors, attorneys and estate planners created Helios Integrated Planning to address needs most financial advisors have: to affordably expand their services, and provide more value to clients. As of August 2019, Helios influences the assets of advisors that collectively manage over $22 billion.

Chris Shuba's Network

Agenda Sessions

  • Wealth/Stack Showcase 2


Speakers at this event