Helium Advisers has incorporated RISE Family Office into its operations.
This strategic move has unified the firm’s delivery of comprehensive wealth and tax services for its client base of high-net-worth (HNW) professionals, entrepreneurs, business owners and executives across diverse industries.
Concurrently, Helium is pleased to introduce two seasoned industry professionals: JJ Feldman as co-head of wealth management and Roshan Weeramantry as partner and co-head of wealth management. In addition, Cyrus Amini has been named CIO.
Previously, Amini held the CIO and CCO roles at Charlesworth & Rugg, Inc., (now Highline Wealth Partners).
Feldman joined Helium from a large Los Angeles–based investment advisory firm. He began his career at KPMG advising middle-market companies on M&A and valuations.
Weeramantry started at RISE in 2022. Prior to that, he was a director, financial consultant at Rina Wealth Management Services and also held pos