Our Team / Client Services

Helena Bates

Portfolio/Investment Administrator

hbates@agilipersonalcfo.com

 

Professional headshot photo of Helena Bates, Agili Portfolio/Investment Administrator.

Job Description

As a Portfolio Administrator, I support Agili’s Financial Strategists by compiling reports and implementing investment strategies. I also contribute to the preparation of client quarterly reviews.

Education and Credentials

  • Bachelor of Arts in Business, North Carolina Central University

What is a career highlight for you?

I have gained tremendous knowledge and experience in financial stewardship which has helped me in both my professional and personal life. 

Job Description

As a Portfolio Administrator, I support Agili’s Financial Strategists by compiling reports and implementing investment strategies. I also contribute to the preparation of client quarterly reviews.

Education and Credentials

  • Bachelor of Arts in Business, North Carolina Central University

What is a career highlight for you?

I have gained tremendous knowledge and experience in financial stewardship which has helped me in both my professional and personal life. 

More About Helena

My favorite meal is all things fruits and veggies.

What excites me about my work is working with numbers. My position requires a great amount of detail. My work is meaningful and I like knowing that I contribute to the success of this organization.

When I’m not wearing my Agili hat, I’m wearing my supportive/creative hat. Due to my personal experience with grief, I enjoy supporting others through the grief process and look for creative ways to show others I care.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018