What departments does Waller Helms Advisors have?

Waller Helms Advisors has employees across 2 departments including Administrative, Analytics.

What is the largest department at Waller Helms Advisors?

The largest department at Waller Helms Advisors is Administrative with 1 employees.

Where are Waller Helms Advisors employees located globally?

Waller Helms Advisors has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has Waller Helms Advisors's team size changed over time?

Waller Helms Advisors's team has decreased from approximately 4 to 3 employees based on available data.

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.

Waller Helms Advisors Global Highlights

North America
15

United States Of America
15

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

Waller Helms Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Arts & Design

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 West Wacker Drive Chicago, Illinois 60606 United States; 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 3 employees as of April 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

As of April 2026, 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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Waller Helms Advisors Employee Directory

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