Aaron Heltsley

Aaron Heltsley is VP, Fiduciary Solutions at Mesirow Financial. Prior to joining Mesirow Financial, they were Senior Investment Analyst at IRON Financial LLC from June 2012 to June 2018. At IRON Financial, they led the monitoring and selection process of external fund managers for IRON’s Retirement Platform and managed the team of analysts responsible for handling the onboarding and compliance requirements of IRON’s Corporate Retirement Platform, consisting of 2,000+ plans and over $3.5 billion in assets. Aaron also tested and implemented new factors for IRON’s multi-factor quantitative models used to source and screen investment ideas, provided research coverage on 20 unique asset categories and over 100 unique investment strategies, created all quarterly reports for Plan Sponsors which includes writing macroeconomic commentary, graphing investment performance and any rationale for changes to their lineups, assisted with business development efforts, building pitch books, fact sheets, investment proposals and responding to RFPs, and performed business analytics within Tableau and R to assist with monitoring proposal success rates, investment allocations over time and growth in Plan assets.

Aaron Heltsley has a MBA in Business Administration and Management from DePaul University. Aaron also has a Bachelor of Applied Science (BASc) in Finance, Corporate Accounting, Economics from Ithaca College. Additionally, they have a certification from DataCamp in Intermediate Data Visualization with ggplot2 and Intermediate R.

Some individuals on their team include Wenli Tan - MD, Fiduciary Solutions, Vincent Vicidomini - MD, Fiduciary Solutions, and Lavanya Batchu - MD, Fiduciary Solutions. Their manager is Michael Annin, President, Fiduciary Solutions. They are on a team with Kevin Quinn - Senior Consultant, Fiduciary Solutions, Anand Akula - Senior Developer, Fiduciary Solutions, and Kirsten Frosch - Associate Consultant, Fiduciary Solutions.