Waller Helms Advisors Employee Directory

Investment BankingUnited States11-50 Employees

Waller Helms Advisors is the premier investment banking boutique focused on the crossroads of the Insurance, Healthcare and Investment Services sectors.  Our team has more than one hundred years of combined experience advising, financing or working for closely held businesses, sponsor-backed firms and publicly-traded companies ranging in size from start-ups to Fortune 500 enterprises.  Common traits include growth, innovation and specialization.

We provide expert, independent advice, free of the conflicts and bureaucracy that distract many of our competitors.  We couple our long-term perspective with a belief that there is no typical situation and our client is always the highest priority.  Each assignment is unique and we customize our approach to deliver a result that meets or exceeds expectations.

Please visit our website www.wallerhelms.com for more information on our firm as well as employment opportunities.

Find Waller Helms Advisors employees' phone numbers or email addresses

Waller Helms Advisors Global Highlights

North America
16

United States Of America
16

Africa
2

Nigeria
2

Waller Helms Advisors's Leadership

J. W.
Managing Director And Co-Founding Partner
Mobile Phone
Email
D. E.
Managing Director
Mobile Phone
Email
D. S.
Director
Mobile Phone
Email
S. L.
Senior Managing Director
Mobile Phone
Email
T. H.
Director
Mobile Phone
Email
M. B.
Executive Assistant & Office Manager
Mobile Phone
Email
R. W.
Senior
Mobile Phone
Email
A. L.
Investment Banking Summer Analyst
Mobile Phone
Email

Contact profiles from Waller Helms Advisors

Name

Title

Contact Info

Location

Last Update

J. W.
Managing Director And Co-Founding Partner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. E.
Managing Director
Mobile Phone
Email
Oct 18, 2024
D. S.
Director
Mobile Phone
Email
Oct 22, 2024
S. L.
Senior Managing Director
Mobile Phone
Email
Oct 22, 2024
T. H.
Director
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
M. B.
Executive Assistant & Office Manager
Mobile Phone
Email
Dec 30, 2023
R. W.
Senior
Mobile Phone
Email
Oct 16, 2024
A. L.
Investment Banking Summer Analyst
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Waller Helms Advisors known for?

Waller Helms Advisors was founded in 2014 operates in the Investment Banking industry. The company's main headquarters is located in 205 W Wacker Dr, Chicago, Illinois 60606, US; you can contact the main corporate office by phone at

+1-312-763-****

. Explore Waller Helms Advisors's company overview page for more information.

What is Waller Helms Advisors's most common email format?

Waller Helms Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waller Helms Advisors email formats with LeadIQ.

How many employees does Waller Helms Advisors have currently?

Waller Helms Advisors has approximately 11 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Waller Helms Advisors's key employees and leadership?

As of October 2025, Waller Helms Advisors's key employees include:

Managing Director And Co-Founding Partner: J. W.
Managing Director: D. E.
Director: D. S.
Senior Managing Director: S. L.
Director: T. H.

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