Sam Mortimer, J.D.
Associate Director, Compliance
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You are an advisor, wealth manager or other professional who advises or invests on behalf of private individuals.
Your are an investor or consultant working on behalf of pension funds, foundations and endowments, insurance companies, or other institutions.
Helen is Breckinridge’s chief compliance officer. She is also a member of the firm’s Executive Committee and Risk Committee. In her role, Helen is responsible for the oversight and administration of the firm’s compliance program. She joined the firm in January 2016 and has over 20 years of compliance experience and over 34 total years of investment industry experience. Prior to Breckinridge, she spent 10 years at Westfield Capital Management Company, L.P., most recently as their chief compliance officer. Before Westfield, Helen was a compliance manager at MFS Investment Management. Helen holds a B.S. from Boston College and an MBA from Northeastern University.
You are an advisor, wealth manager or other professional who advises or invests on behalf of private individuals.
Your are an investor or consultant working on behalf of pension funds, foundations and endowments, insurance companies, or other institutions.