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Waller Helms Advisors Employee Directory

Investment BankingIllinois, United States2-10 Employees

Waller Helms Advisors is a boutique investment banking firm based in Chicago, Illinois, that concentrates on transactions at the intersection of insurance, healthcare, and investment services. The team brings more than a century of combined experience advising a spectrum of clients, from startups to Fortune 500 companies, including closely held and sponsor-backed firms. The firm emphasizes independent, conflict-free guidance and tailors each engagement to meet the specific objectives of its clients.

Operating with a lean team, the firm highlights a long-term perspective and a client-first approach, suggesting there is no one-size-fits-all solution. It aims to deliver customized results while avoiding the bureaucracy commonly associated with larger banks.

Find Waller Helms Advisors employees' phone numbers or email addresses

Waller Helms Advisors Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Africa
1

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  • Nigeria
    1

Waller Helms Advisors's Leadership

  • Managing Director at Waller Helms Advisors
    D. E.
    Managing Director
    Mobile Phone
  • Director at Waller Helms Advisors
    D. S.
    Director
    Mobile Phone
  • Senior Managing Director at Waller Helms Advisors
    S. L.
    Senior Managing Director
    Mobile Phone
  • Executive Assistant & Office Manager at Waller Helms Advisors
    M. B.
    Executive Assistant & Office Manager
    Mobile Phone
  • Senior at Waller Helms Advisors
    R. W.
    Senior
    Mobile Phone

Waller Helms Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other
  • Community & Social Services

Contact profiles from Waller Helms Advisors

Name
Title
Contact
Location
Last Update
  • Managing Director at Waller Helms Advisors
    D. E.
    Managing Director
    Mobile Phone
    Oct 18, 2024
  • Director at Waller Helms Advisors
    D. S.
    Director
    Mobile Phone
    Oct 22, 2024
  • Senior Managing Director at Waller Helms Advisors
    S. L.
    Senior Managing Director
    Mobile Phone
    Oct 22, 2024
  • Executive Assistant & Office Manager at Waller Helms Advisors
    M. B.
    Executive Assistant & Office Manager
    Mobile Phone
    Dec 30, 2023
  • Senior at Waller Helms Advisors
    R. W.
    Senior
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Waller Helms Advisors known for?

Minus sign iconPlus sign iconWaller Helms Advisors was founded in 2014 and operates in the Investment Banking industry. You can contact Waller Helms Advisors's 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?

Minus sign iconPlus sign iconWaller Helms Advisors employees' email format typically follows the pattern of First.Last@wallerhelms.com. 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?

Minus sign iconPlus sign iconWaller Helms Advisors has approximately 3 employees as of August 2026. These team members are located across 2 continents, including North America and Africa.

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

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As of August 2026, Waller Helms Advisors's key employees include:

  • Managing Director: D. E.
  • Director: D. S.
  • Senior Managing Director: S. L.
  • Executive Assistant & Office Manager: M. B.
  • Senior: R. W.

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